Glossary
Automation & Workflows

Automation Trigger in a Nonprofit CRM

By: Alec Hollingsworth
Updated:  
July 16, 2025

Definition:

An automation trigger in a nonprofit CRM is an event or condition that automatically initiates specific actions or workflows, streamlining nonprofit operations.
An Automation Trigger in a nonprofit CRM is a predefined event or condition that automatically initiates an action or sequence of actions within the system. These triggers help nonprofits streamline repetitive tasks such as sending thank-you emails after a donation, updating donor records, or assigning follow-up tasks to staff. By setting up automation triggers, organizations ensure consistency and timeliness in their communications and operations. Automation triggers can be based on donor activity, time-based criteria, or other data changes, allowing staff to focus on more strategic initiatives. Overall, automation triggers enhance efficiency, reduce manual errors, and support better engagement with supporters and stakeholders.

Key Takeaways

  • Automates repetitive tasks in your CRM
  • Ensures timely engagement with donors
  • Reduces manual errors and saves staff time
  • Supports consistent communication
  • Boosts overall efficiency

Why It Matters

Automation triggers save time and ensure important tasks are never overlooked.

Real World Example

Imagine a nonprofit using Keela to manage its fundraising. When a donor makes an online contribution, an automation trigger instantly sends a personalized thank-you email and updates the donor’s record in the CRM. At the same time, a task is assigned to a fundraising staff member to follow up with a phone call if the donation exceeds a certain threshold. This process happens automatically, without staff having to manually track donations or send reminders. As a result, the donor feels appreciated and the organization ensures prompt, consistent stewardship, all thanks to the power of automation triggers.

Frequently Asked Questions

What is an automation trigger in a nonprofit CRM?

It is a set event or condition in the CRM that automatically starts a specific action or series of actions, such as sending emails or updating records.

Why should nonprofits use automation triggers?

Automation triggers help nonprofits save time, maintain consistency, and ensure important donor engagement tasks are completed promptly.

Can Keela's CRM handle multiple automation triggers?

Yes, Keela allows users to set up multiple automation triggers for various tasks, helping organizations streamline their workflows and communications.

Are automation triggers customizable in Keela?

Absolutely! Keela lets nonprofits define triggers based on donor actions, time intervals, or specific data changes to fit their unique processes.

What types of actions can be automated using triggers?

Actions like sending emails, updating donor records, assigning tasks, and segmenting donor lists can all be automated with triggers in Keela.

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