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Donor Thank-You Writer for Square · Nonprofit

Thank every Square donor, from the front desk to the gala

For each Square donation AI writes a personal thank-you with your receipt wording and logs it in HubSpot. In-person gifts without an email go to Slack for a handwritten note.

Coming soon — waiting for Square approval $89 one-time · never renewsIncluded in Enterprise
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Can't be bought yet: waiting for Square approval. It opens for purchase on its own once approved.

  • Starts from an event in a connected app
  • 1 AI step
  • A person approves before it acts
  • About 20 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Gifts taken at events on the card reader never get a thank-you.”
  • “Square donations never make it into our donor CRM.”
  • “We only notice a major gift when we reconcile at month end.”

What you get with the agent

  • Picks up each completed Square payment (in person, online or invoice) that matches your donations rule.
  • Writes a personal thank-you naming the amount and what it supports, with your receipt wording copied word for word.
  • Creates or updates the donor's HubSpot contact and logs the gift.
  • Lists in-person gifts with no email in Slack with the amount, date and receipt link for a handwritten note, and flags major gifts for a call.
  • By default every thank-you waits for approval.

Before

Your fall fundraiser takes 60 card donations at the door. Weeks later you're squinting at a Square export trying to work out who gave what.

After

Donors with an email get an approved thank-you the same week; the rest are listed in Slack with amounts and receipt links for handwritten notes, and every gift is in HubSpot.

How it works

The whole workflow, step by step.

For each completed Square payment (in person, online or invoice), AI checks it against your donations rule and writes a personal thank-you that names the amount and what it supports, adding your own receipt wording word for word with only the blanks filled in. The donor's HubSpot contact is created or updated and the gift is logged on their timeline. In-person card payments usually carry no email address or name: those, and major gifts, are posted to Slack with the amount, date, receipt link and Square customer id so someone writes a handwritten note or calls. By default every thank-you waits for approval. It makes no tax decision.

  1. TriggerNew payment in Square
  2. LogicCompleted?
    • Not completed:Not completed
    • Completed:Write the thank-you
  3. OutputNot completed
  4. AI stepWrite the thank-you
  5. LogicA donation?
    • Not a donation:Not a donation
    • Donation:Call this donor?
    • Donation:Email address?
  6. OutputNot a donation
  7. LogicCall this donor?
    • Major gift or no email:Alert the team in Slack
    • No call needed:No call needed
  8. App callAlert the team in Slack
  9. OutputTeam alerted
  10. OutputNo call needed
  11. LogicEmail address?
    • No email:No email address
    • Has email:Create or update the donor in HubSpot
    • Has email:Review first?
  12. OutputNo email address
  13. App callCreate or update the donor in HubSpot
  14. App callLog the gift on the contact
  15. OutputLogged in HubSpot
  16. LogicReview first?
    • Send without review:Email the thank-you
    • Review first:Approve the thank-you
  17. Human approvalApprove the thank-you
    • Approved:Email the thank-you
  18. OutputEmail the thank-you
  19. OutputThank-you sent

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1New payment in SquareStarts a run for each new Square payment (in person, online or invoice), checked on your plan's schedule interval. Leave the location empty for every location.
  2. Step 2Completed?Only payments with Status COMPLETED go on (pending, failed and cancelled ones stop here).
  3. Step 3Not completedThe payment wasn't completed; nothing is done.
  4. Step 4Write the thank-youAI checks the payment is a donation (your rule), writes a personal thank-you that names what the gift is for with your receipt wording, and flags in-person gifts without an email for a handwritten note.
  5. Step 5A donation?Payments that don't match your donations rule (shop sales, tickets…) stop here.
  6. Step 6Not a donationThe payment didn't match your donations rule; nothing is sent or logged.
  7. Step 7Call this donor?Major gifts and gifts without an email address are posted to Slack so a person calls or writes by hand.
  8. Step 8Alert the team in SlackPosts “call this donor” (major gift) or “thank by phone or letter” (no email) with the details from the payment.
  9. Step 9Team alertedThe run history keeps the alert that was posted.
  10. Step 10No call neededNot a major gift and the donor has an email address: no Slack alert.
  11. Step 11Email address?Gifts without an email address are thanked by hand; the rest are logged in HubSpot and get the thank-you email.
  12. Step 12No email addressNo email or CRM contact can be created; the Slack alert asks for a call or letter.
  13. Step 13Create or update the donor in HubSpotFinds the donor's HubSpot contact by email (or creates it) with their name.
  14. Step 14Log the gift on the contactAdds a note with the amount, date, purpose and reference to the donor's HubSpot timeline.
  15. Step 15Logged in HubSpotThe run history keeps the contact id and the note.
  16. Step 16Review first?With review switched on (the default) every thank-you waits for approval; with it off, major gifts and unusual gifts still do.
  17. Step 17Approve the thank-youA person checks the thank-you and the receipt wording in Reviews, edits them if needed and approves; nothing is sent before that.
  18. Step 18Email the thank-youSends the thank-you (with your receipt wording) to the donor from your workspace's sender, with replies going to your development inbox.
  19. Step 19Thank-you sentThe run history keeps the thank-you that was sent.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Square payment (fictional): $500 card payment at the Spring Gala, no email attached, note “donation”.

The agent produces

Posted to Slack: $500 gift on the gala date with the receipt link and Square customer id, flagged as a major gift for a call and a handwritten note.

What you need

Everything it takes to run it.

About 20 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $89 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • Square, HubSpot and Slack, connected in Settings → Integrations. Square is waiting for vendor approval, so this agent switches on once it's live.
  • Your own receipt wording and a rule for which payments are donations.

Setup, about 20 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect Square. Connect Square (Settings → Integrations → Square) with access to payments.
  3. Connect HubSpot. Connect the HubSpot account your donors are kept in (Settings → Integrations → HubSpot).
  4. Connect Slack. Connect the Slack workspace your development team uses (Settings → Integrations → Slack).
  5. Pick your Square account. Open the trigger and pick the Square account donations are paid into (and a location, if only one takes donations).
  6. Describe your organisation and paste your receipt wording. Open “Write the thank-you” and replace the placeholder with your funds, signer, major-gift amount, donations rule and receipt wording.
  7. Pick your HubSpot account. Pick the same HubSpot account in “Create or update the donor in HubSpot” and “Log the gift on the contact”.
  8. Pick the Slack channel. Open “Alert the team in Slack” and pick your account and channel. Invite the app to private channels first (/invite @Fluxo Flow).
  9. Add your development inbox. Open “Email the thank-you” and enter the address donors' replies should go to.
  10. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  11. Switch the trigger on. Open the trigger and click “Activate app trigger”. New payments are picked up on your plan's schedule interval; earlier payments aren't processed.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • Nonprofits taking donations at events with Square
  • Churches and community groups with a giving kiosk or front desk
  • Small charities using HubSpot

What it doesn't do

  • It drafts and organises for a person to approve; it makes no tax decision — it never decides whether or how much of a gift is tax-deductible.
  • In-person card payments often carry no email or name: those can't be emailed and are listed in Slack for a handwritten note.
  • It doesn't recognise recurring Square gifts: each completed donation is thanked.
  • Payments not yet COMPLETED when they're picked up are skipped, and payments before activation aren't processed.
  • It never invents amounts, impact figures or promises.

We list the limits up front so you can decide before you buy.

Price

$89 one-time

Per workspace. It never renews.

Coming soon — waiting for Square approval
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
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One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Donor Thank-You Writer for Square.

Which apps does it need?

Square, HubSpot and Slack. The agent's page shows whether each app is ready to connect.

Does it decide what's tax-deductible?

No. It makes no tax decision; the receipt is your own wording with only the blanks filled in. Have your accountant confirm your template.

Does it understand recurring Square gifts?

Not yet. Each completed donation is thanked, so keep that in mind for repeat givers. Approval is on by default so you can hold any note.

What does it take to run?

About 20 minutes of setup, a paid plan and your own AI key; Dry Run is free. It's a one-time purchase that never renews.

What about donations at the counter or an event?

In-person card payments usually have no email address, so no email can be sent: they're listed in Slack with the amount, date, receipt link and Square customer id for a handwritten note.

Does it decide what is tax-deductible?

No. The receipt section is your own wording with only the blanks filled in. Gifts where the donor received something in return are flagged for a person to decide.

Is this a subscription?

No. Donor Thank-You Writer for Square is a one-time purchase of $89 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Donor Thank-You Writer for Square is almost ready.

Can't be bought yet: waiting for Square approval. It opens for purchase on its own once approved. Create a free account now and you'll find it on your Agents page.

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