Learn about ways to use automation in Outbound Funds Module to help you manage funding requests more efficiently.
- Create Application
Learn how the Create Application flow processes a funding request application. - Submit Application
The Submit Application flow automates how an application is submitted to an organization. The flow retrieves the application record, makes sure the user is both a site user and owner of the application, and updates the application before it is submitted. Without this flow, the application can’t be submitted to your organization for review. - Create or Modify a Flow
Create a flow or modify the Create Application flow to suit the needs of your nonprofit organization.