Recurring Workflows - Autogenerate ongoing tax receipts

I'm trying to fully automate tax receipts for my nonprofit but failing to because workflows can only be applied once to a constituent. It would be helpful if workflows could be recurring for constituents so whenever a new (latest) gift is made, a tax receipt is automatically generated/emailed to the donor. I'll pray that one day this can be achieved so it's one less thing on nonprofit professionals' plate to be in charge of.


  • Guest
  • May 20 2024
  • Attach files