Automations
Live todayBuild the rule. DonorCARE runs it.
Pick a trigger: a donation completing, a donor reaching a new level, a form submission or a donor going quiet. Add conditions, then choose what happens next: wait, send an email, or notify staff. Start from a ready-made recipe or build one from scratch. The 30-plus scheduled jobs and 9 webhook events already run in the background.
Automations are included from the Pro plan up. Webhooks are not on Free or Pro.
See pricingAlready running, not hypothetical
- 4
- triggers, from a donation to a lapsed donor
- 4
- ready-made recipes to start from
- 30+
- named scheduled jobs
- 9
- outbound webhook event types
Compliance & finance
MyInvois, consolidated filing, and settlement, on a schedule
e-Invoices are created and submitted to LHDN twice a day, at 10:00 and 18:00 Malaysia time, in batches that stay within LHDN's limits. A monthly consolidated run files on the 4th. Payment settlement is re-checked roughly every two hours, and recurring donations are charged on schedule without anyone triggering each one.
- MyInvois create and submit, twice a day, on Malaysia time
- Monthly consolidated MyInvois run on the 4th
- Settlement re-check roughly every 2 hours
- Recurring donations are charged on schedule
Insight & reporting
Nightly and weekly updates, so numbers are ready before anyone asks
Donor engagement scores are worked out every night, donor lifetime value is worked out monthly on the 1st, and directory stats and a 17-check data-health snapshot run every night. Every week, an insights digest, organization health and platform benchmark reports, and a donor-profile collision digest are produced on their own.
- Donor engagement scores updated every night
- Donor lifetime value updated monthly, on the 1st
- Nightly directory stats and a 17-check data-health snapshot
- Weekly insights digest, organization health and benchmark reports, collision digest
Housekeeping
Campaigns close, orders clean up, plans renew, all without a click
A campaign whose end date has passed auto-completes. Stale, abandoned orders get cleaned up. Plan renewals and trial expiries process on schedule, and a compliance monitor and a support-triage job both run in the background.
- Campaigns auto-complete past their end date
- Stale-order cleanup
- Plan renewal and trial-expiry processing
- Compliance monitor and support triage jobs
Automations
Trigger, conditions, then steps, written by your org
An automation starts from one of four triggers: a donation completing, a donor reaching a new level, a form submission, or a donor going quiet (lapsed, 365 days by default, configurable). Conditions such as gift amount, campaign, first gift, recurring, donor level or segment narrow it. Then it runs an ordered list of steps: wait, send an email, or notify staff. Four ready-made recipes cover the common cases, and every automation has a runs log.
- 4 triggers: donation completed, level reached, form submitted, donor lapsed
- Conditions on gift amount, campaign, first gift, recurring, donor level or segment
- Steps: wait, send email, notify staff, up to 20 steps per automation
- 4 recipes: thank first-time donors, flag a large gift, win back a lapsed donor, welcome a new level
- Runs log tracks waiting, running, completed, failed and cancelled enrollments
The constraint that shaped it
All of it shares 5 Cloudflare schedule slots
Cloudflare's free plan allows an account only 5 scheduled triggers. Every job above shares those 5 slots and checks the Malaysia date itself, so it runs only when it is due. That is 30-plus jobs packed into a hard limit, by design.
- 5 scheduled triggers in total, shared across every job
- Each job checks the Malaysia date itself before running
- Email campaigns are sent at their exact set time, with a backup check that never sends twice
React to your own events
9 outbound webhook events, for systems outside DonorCARE
donation.completed, donation.voided, donation.pending_review, donation.verification_uploaded, myinvois.status_changed, receipt.generated, donor.tier_changed, form.submission.created, and form.archived all fire signed, with delivery failures tracked. Automations above use some of these same trigger points to run inside DonorCARE. Webhooks are for wiring your own external system to any of the 9 instead. See /features/integrations for the full list and setup.
- 9 named, signed event types
- Delivery failures counted, not silent
- See /features/integrations for the full list and setup
What an org can author, and what still runs only on a schedule
Automations let an org build its own trigger-condition-step rule. The scheduled jobs and webhooks below keep running underneath, whether or not an automation is watching.
Automations: trigger, conditions, steps
- 4 triggers, 6 condition fields
- A donation completing, a donor reaching a new level, a form submission, or a donor going quiet, narrowed by gift amount, campaign, first gift, recurring, donor level or segment.
- 3 step types, up to 20 per automation
- Wait a set number of hours or days, send an email, or notify staff. Steps run in order and are saved when a donor enters, so editing an automation never changes what a donor already in progress receives.
- 4 ready-made recipes
- Thank first-time donors, flag a large gift to staff, win back a lapsed donor, or welcome a donor to a new level. Or start from scratch.
- A runs log per automation
- Every enrollment shows as waiting, running, completed, failed or cancelled, with in-progress and total counts on the automations list.
Scheduled jobs and webhooks, running now
- 30+ named scheduled jobs
- Compliance filing, financial updates, engagement scoring, housekeeping, and reporting, all on a schedule with no one triggering them.
- 9 outbound webhook events
- Signed, with delivery failures tracked, so an external system can react to a DonorCARE event today.
- Exact-time email campaign dispatch
- Campaigns go out at their set time, with a backup check that never sends twice.
Beyond a linear list of steps
On the roadmap. No date set.
- Branching
- Today's steps run one after another with no if/else split. The steps are built so a branch step can be added later without a rewrite.
- More channels
- Steps cover email and staff notification today. A WhatsApp step, and moving the platform's own donor-nurture sequence onto the same engine, would both build on this model rather than replace it.
Frequently asked questions
Can I build my own automation rule in DonorCARE today?
Yes. Pick a trigger: a donation completing, a donor reaching a new level, a form submission, or a donor going quiet. Add conditions, then choose steps: wait, send an email, or notify staff. Start from one of 4 ready-made recipes or build one from scratch. It's included from the Pro plan up.
What's already automated, then?
A lot, underneath any automation you build: MyInvois filing, recurring charges, settlement checks, plan renewals, campaign auto-completion, donor engagement and lifetime value updates, data-health checks, and several weekly reports. That is 30-plus jobs in total, all scheduled, none needing a click.
Why only 5 scheduled triggers for 30-plus jobs?
Cloudflare's free plan allows an account only 5 scheduled triggers. Every scheduled job shares those 5 slots and checks the current Malaysia time itself before deciding whether it is due to run.
What can't automations do yet?
There's no branching: steps run one after another, not if/else. Steps are email and staff notification only, with no WhatsApp step. Both would build on the same model when they land, with no date set.
How is this different from /features/integrations?
Integrations names the specific systems DonorCARE connects to. This page is the deeper answer on the automation side: the trigger-condition-step engine an org authors itself, the jobs that already run on a schedule, and the events that already fire. See /features/care-suite for how the CARE-app bridges specifically would use these same webhook events as triggers.
Build your first automation
Automations are included from the Pro plan up, with 4 ready-made recipes to start from. Nine webhook events are live. They are not on Free or Pro.
Free plan. No credit card.