Flag high-value SEPA donations for review - Make Workflow | Neura Market
Flag high-value SEPA donations for review
Large or fake SEPA donations can create extra work for fundraising teams who need to verify suspicious transactions. This template automatically checks yesterday’s SEPA donations in FundraisingBox once per day and adds donations above a configurable amount to a Google Sheet for review. If any donations meet the criteria, a Slack notification is sent so your team can investigate quickly.
Preparation:
Create a Google Spreadsheet with the following columns in the first row:
Donation ID, Contact ID, Amount, Currency, Donation Date, First Name, Last Name, FundraisingBox Link.
The template will automatically add new rows to this sheet when donations matching the criteria are detected.
Large or fake SEPA donations can create extra work for fundraising teams who need to verify suspicious transactions. This template automatically checks yesterday’s SEPA donations in FundraisingBox once per day and adds donations above a configurable amount to a Google Sheet for review. If any donations meet the criteria, a Slack notification is sent so your team can investigate quickly.
Preparation:
Create a Google Spreadsheet with the following columns in the first row:
Donation ID, Contact ID
Platform
Make
Category
Workflow & Process Automation
Price
Free
Creator
Matt Buds
automation
make
fundraisingbox
google-sheets
builtin
slack
How to import this workflow into Make
1Purchase or download the workflow to get the Make blueprint JSON file.
2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
3Reconnect each module to your own app connections when prompted.
4Run the scenario once to verify it, then set your schedule and turn it on.