Workflow Automations & State Machines

State Machine Rules

Enforce mandatory compliance checkpoints (80G PAN, CSR-1 validation, MOU gates) and automate WhatsApp/Email triggers.

Active Blueprint Rules

4 Active

Strict state transitions

Actions Executed This Month

18,450

100% Reliable

Time Saved via Automation

420 Hours

Manual data entry eliminated

Compliance Violations Blocked

64 Blocked

Missing PAN or approvals

Configured State Machine & Execution Rules

Mandatory 80G & PAN Due Diligence Gate for Deals BP-01 Active

Target Module: Deals Pipeline · Trigger: Transition from Proposal to Due Diligence

Prevents advancing stage unless Donor PAN is verified and CSR-1 registration number is validated

42 Runs

Instant WhatsApp 80G Tax Receipt & Digital Seal Delivery BP-02 Active

Target Module: Donations & CiviContribute · Trigger: Contribution status becomes Confirmed (Razorpay/UPI)

Generates official Form 10BE PDF, signs with Prayogbharti digital certificate, sends instant WhatsApp message and email

1,480 Runs

High-Score Inbound Lead Auto-Assignment & WhatsApp Ping BP-03 Active

Target Module: Leads Ingestion · Trigger: New Inbound Lead with Zia Score >= 80

Round-robin routes to Senior Fundraising Lead and sends WhatsApp introduction within 60 seconds

218 Runs

SLA Breach Auto-Escalation for Citizen Grievance BP-04 Active

Target Module: CiviCase · Trigger: Case SLA remaining < 4 hours and status is Open

Sends SMS alert to District Lead Trustee and escalates priority tag to Critical

14 Runs