jaapjansma's blog

Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

This week we have been working for MAF Norway to automate the sending of SMS, E-mail and PDF creation. What we have done in the past for them is that we created a Trigger/Action module to automate their donor journeys. The actions in the trigger/action module are API calls. But what was missing up-to-today was to functionality to send e-mail, or to create a PDF Letter or send an SMS by invoking an API Call.

Last week I have been working for MAF Norge to connect CiviCRM to their SMS Gateway (PsWinCom) so that they can send and receive SMS from within CiviCRM. In addition PsWinCom offered a the possibility to send SMS which will charge the receiver an amount of money. This way MAF Norge used to receive SMS donations. Now they can do that from within CiviCRM.

One of the requirements in a project I am working at the moment was that the client wanted to enter when an adress becomes active. E.g. a member says he is moving by the 1st July 2015 (which is in the future). From that moment the member should be contacted by that address and till that moment the old address is the active address.

I have created an extension which achieve this. This extension is in beta and can be found on (https://github.com/CiviCooP/org.civicoop.futureaddress).

Today a new blog post about the progress of the implementation of Donor Journeys into CiviCRM. The route we are taking is that we want to create a trigger/action extension for civicrm because most the donor journey automation is based on a trigger/action. e.g. payment coming in resulting in a thank you SMS a day later. 

Yesterday I wrote a blog about the first day in the sprint for the donor journeys. I have discussed that we are focussing on a trigger/action extension to automate most of the donor journeys. I wrote a bit about the internal working and the data structure of this extension. 

The planning of this is an outcome of the unconference we had in Januari in London, with LLR, Amnesty Flanders, MAF Norway, Decaid Consulting and CiviCooP. The aim for this sprint, which last for only one week, is to create a trigger/action functionality for civicrm. E.g. we want a trigger that a donor becomes a member of a group of its total contributions are more than 25.000 euro's. Or when a contribution is completed we want to sent out a thank you message based on the communication preferences (e.g. e-mail, sms, postal mail).

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