Trigger automated step to send grantee email when their payment is dispersed.
We had a bunch of ACH payments this month and no one knew where they came from or what they were associated with even after I had sent them a notification. They all circled back asking if it was the same. Is there some way to add an automated step when a payment goes out to send them a note to check their NPOConnect account for details?
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Andrea Vullo
- Apr 29 2025
- Reviewed: Need Further Info
| Client Name | Lubrizol |
| Employee Name | Andrea Vullo |
Related ideas
this would be ideal! The email is sent when the grant is approved but not dispersed! This causing confusion and a lot of questions….it is a better business partice to have he email sent when the payment is made!
Applicants and their teams have recently reached out as payment was made in NPOConnect with no detail -- in talking with my CSM we have updated the designation field, but because that is not connected to Grants Connect and the Applicant didn't seem to have been notified that a payment was made I've spent two weeks explaining how to find their payment information. I'm trying to reduce the back and forth explanation between me and the recipient of funds.