Efficient data management is difficult for any organization. But for nonprofits, good data management practices are central to running a smooth operation.
In episode two of the Formstack podcast, Ripple Effect, Formstack CEO Chris Byers caught up with Cloud for Good Founder and CEO Tal Frankfut. Cloud for Good is a Premium Salesforce.org Partner specializing in donor management, case management, and marketing automation implementations for nonprofit organizations and higher education institutions. In the episode, Frankfurt shares how Cloud for Good produces results while ensuring his organization creates impact throughout the world.
This Builders workflow outlines a workflow similar to the one used by Cloud for Good and Formstack customer Make-A-Wish. This workflow will show how to use Formstack Salesforce app and Stripe to streamline and digitize a donation process.
This workflow will take about 25 minutes to create.
1. Establish your primary Object. Create a custom Object to collect the information you need.
2. Build your form. Use fields from any standard or custom Salesforce Objects to create your form.
3. Connect your Stripe account. Log in and authenticate your Stripe account.
4. Run a test. Fill out your donation form with test data to see your workflow in action!