Charitable giving assessment
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
Donors are an essential part of any charity. That being said, organizations that receive donation requests from non-profits need a centralized workflow to route all of their requests appropriately.
This process app makes it easy for outside organizations to fill out a donation request form and send it to a specific person or department at your company. After the form is received, it’ll be routed to the director of corporate responsibility for approval or denial. With an approval task triggered, this task will go to marketing to send out the donation, contact the requester, and end the process. If denied, it’ll complete the process and email the requester.
Process
Form
