Keep project managers on top of failed donor payments

Project managers miss failed donations when payments fall between systems, causing missed donor outreach. Create a CRM task for the donation processor so failed payments get a tracked follow-up.

Overview

Failed donations that slip between payment systems create reconciliation gaps and missed donor outreach—project managers need reliable handoffs. This workflow creates a CRM task owned by the donation processor for every failed payment, ensuring every failure has a tracked follow-up and restoring visibility for project teams.

Notable Features

Create CRM task on failed payment
Assign follow-up to donation processor
Notify project managers of task