Charitable Giving Assessment

This process can be downloaded and imported into your Integrify instance. The downloadable zip file is at the bottom of this page. Directions for importing processes.

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, in this case, it'll get 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 will complete the process and email the requester. 

Process

Form