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Create donation and donor records from incoming payments

Create donation and donor records from incoming payments

Incoming payment webhooks lack CRM context, leaving support without donor or gift details. Create donor and donation records and notify staff so gifts are reconciled same day.

Create donation and donor records from incoming payments

Overview

Incoming payment events should feed your CRM so support and finance never work without donor context. This workflow creates donor and donation records and notifies ops for exceptions, enabling same-day reconciliation and faster donor responses.

Create donation and donor records from incoming payments