Features and integrations
One friendly place to automate your charity’s admin
Turn your Beacon CRM data into useful workflows with templates, rules, actions, schedules and clear run histories.
Content templates
Create reusable email and Word document templates with data placeholders, formatting functions and conditional content.
Task builder & Beacon Exports
Build scheduled or webhook-triggered tasks through a guided wizard, without writing integration code. Trigger Beacon export templates to process your data.
Flexible rules
Choose which records are actioned using grouped AND/OR conditions using your own Beacon sample data.
Ordered actions
Send email, add or update Beacon records, generate documents, call webhooks and reuse outputs from earlier actions in the order you choose.
Background processing
Process large datasets in manageable queues with per-record progress, retries and clear run status.
Runs & logs
See what ran, what succeeded, what failed and which documents were generated for staff to download. Back up your Beacon data locally on your website or externally.
Connect the services behind your workflow
Credentials and data are stored securely in your WordPress website. Pull in your CRM information in real-time so you always get the most recent results.
Beacon CRM
Use live Beacon record data as the starting point for workflows, rules, actions and supporter communications.
Twilio SendGrid API
Deliver transactional and mass emails using this trusted email API built for scale. You can also use your own provider via WordPress.
OpenRouter
Connect AI models from multiple providers like OpenAI and Google, so your workflows can draft content, summaries and smart responses.
WordPress
Run Charity Automate where your team already works, with settings, content, logs and credentials managed on your own website.
Separate free plugin
Charity Automate API
A standalone FREE WordPress plugin for websites that want safer Beacon access for other tools, websites, scripts, or custom integrations.
Limited gateway keys
Create API keys that are allowed to use only the Beacon record types and operations you choose.
Safer Beacon access
Route approved requests through the charity’s own WordPress website so the master Beacon key never needs to be shared.
Testing and usage logs
Test curl requests through the gateway, inspect responses, and see which keys and websites are using the API.
Give your team a helpful automation companion
Build dependable workflows around the CRM data and content you already use.