On this page
Unleash your genius.
Get genius ideas, actionable tips, and smart solutions in your inbox once a month.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Blog

Streamline Your Donation Process

Lacey Jackson
February 27, 2020
|
Min Read

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.

Builders blog time requirements


This workflow will take about 25 minutes to create.

Builders blog tools requirements
Builders blog instructions


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!


To hear how Cloud for Good uses this workflow, check out our podcast. Subscribe to our YouTube channel to get notified when new videos come out.

Blog

3 New Documents and Sign Improvements You Need to Know About

Get an inside look at three exciting improvements to Documents and Sign that will make document generation and eSigning an even better experience for users.
Read more
Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
More Articles