Planning Center integration with Clearstream
How to Send donors Clearstream texts for new Planning Center donations
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send donors Clearstream texts for new Planning Center donations" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Planning Center integrations
Planning Center actions
Nekton can use any feature that is available in Planning Center API.
Using our advanced AI, you can easily create custom automations for Planning Center.
Here are some typical actions you can do in your automated workflows.
New List Result
Triggers when the specified List has a new Person added.
New Form Submission
Triggers when a form submission is received.
New Workflow Card
Triggers when a new workflow card is created in a specific workflow.
New Donation
Triggers when a donation is received.
New Profile
Triggers when a new Profile is created.
About Planning Center
Planning Center is a church management system that helps manage people, services, donations, registrations, and more.