Automation & Workflows in Civi360
Automate charity admin & supporter journeys with Civi360. Save time & boost engagement through smart workflows.
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Build custom workflows for common tasks
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Nurture relationships with email automation
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Use triggers for donations or events
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Task reminders keep you on track
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Accurate reporting at all times
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Focus on relationships, not repetition
Free your team to spend more time creating change.
Automate tasks
Set up automatic actions like receipts and reminders.
Boost efficiency
Reduce manual work and human error.
Trigger actions
Automate actions based on data like donation history.
Scale operations
Adapt workflows to manage growth without extra effort.
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