Skip to content
Create recurring donor records for fundraising coordinators before next billing run

Create recurring donor records for fundraising coordinators before next billing run

Your recurring donations arrive without linked donor records, causing missed stewardship and delayed revenue reporting. Donors are matched or created so fundraising coordinators have accurate records before the next billing run.

Create recurring donor records for fundraising coordinators before next billing run

Workflow preview:

Zap details:

Create recurring donor records for fundraising coordinators before next billing run