Parish operations · Automations
Automations
Rules that fire on a schedule or when something happens. Welcome emails on new members, vendor renewal alerts, nameday greetings, push notifications when an announcement publishes — turn them on, edit when needed.
Communications
Announcement → push notification★ Recommended
When a website announcement publishes, push it to subscribed parishioners.
When announcement.created ✓ EnabledService reminder 24h before
Push a reminder 24 hours before each parish service.
Every hourWeekly digest to members
Send a Friday digest summarizing the coming Sunday's services, upcoming events, and recent bulletins.
Every friday at 10:00
External integrations
Webhook on new member (advanced)
POST member payload to a URL — wire into your own CRM, Slack, etc.
When member.createdWebhook on gift received
POST gift payload to a URL — for parish-side accounting integration.
When giving.received
Liturgical
Today's saints — daily email
Email the rector each morning with the day's commemorations.
Every day at 06:00Fast period reminder
Email the parish at the start of each major fast (Great Lent, Apostles', Dormition, Nativity).
When fast.startedLiturgical color reminder for sacristan
Email the sacristan each Saturday with tomorrow's vestment color and altar prep notes.
Every saturday at 16:00
Operations
Vendor contract renewal★ Recommended
Email the rector + treasurer 30 days before any vendor contract renews.
Every day at 08:00Insurance policy renewal★ Recommended
Email the rector + treasurer 60 days before any insurance policy renews.
Every day at 08:00Safe-environment clearance expiring★ Recommended
Alert the youth director + holder 30 days before a safe-environment clearance lapses.
Every day at 08:30Diocesan dues quarterly reminder
Remind the treasurer to remit diocesan dues at the start of each quarter.
1st of each quarter at 09:00
Pastoral care
Welcome new member★ Recommended
Sends a personalized welcome email when a new member is added to the parish directory.
When member.createdSuggest first pastoral visit★ Recommended
When a new member joins, create a pastoral prompt for the rector to schedule a first visit within 30 days.
When member.createdBirthday greeting★ Recommended
Sends a brief many-years birthday email on the morning of each member's birthday.
Every day at 05:00Name-day greeting★ Recommended
Sends a name-day greeting referencing the member's patron saint.
Every day at 05:00Inactive member check-in
Flag members who haven't engaged (no visit, no giving, no attendance) in 90 days for pastoral outreach.
Every monday at 07:00Catechumen monthly progress check
Every 30 days, surface each active catechumen for the priest's review.
Day 1 of each month at 08:00
Priest's personal
Continuing-ed credits — annual reminder
Remind the rector each January to log continuing-education credits earned the previous year.
Annually on 1/15 at 09:00Personal commemorations — daily list
Email the rector a daily list of their personal commemorations (souls to remember at Proskomedia).
Every day at 07:00
Stewardship
Thank-you for pledge★ Recommended
Email the member a thank-you when they record a new pledge.
When pledge.createdThank-you for first gift★ Recommended
Welcome an emerging giver after their first recorded gift.
When giving.first_giftYear-end statement reminder★ Recommended
Remind the treasurer to generate and send annual contribution statements on December 1.
Annually on 12/1 at 09:00Pledge installment overdue
Notify the priest when a pledge's next installment is overdue by 15 days.
Every monday at 09:00