Automate closing opportunities if an opportunity is open and a donation is made

If an opportunity is open, and a donation is made, it would be nice to be able to automatically (with confirmation of course) to close the opportunity. This would be a good way for the administration team to be able to update the RE or NXT records and thereby update the fundraising team of the donation.

  • Guest
  • Jul 21 2025
  • Reviewed: Voting Open
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