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Focus on your mission, Focus on your mission, not administration and manual tasks

With AI tools as your operational support.

Donor Journey OrchestratorGrant Compliance TrackerVolunteer Shift ManagerImpact Data AggregatorEvent Logistics CoordinatorBoard Reporting Assistant Donor Journey OrchestratorGrant Compliance TrackerVolunteer Shift ManagerImpact Data AggregatorEvent Logistics CoordinatorBoard Reporting Assistant

How you can work with us

Choose the path that fits your needs

Self-Serve

Triform Platform

Build and deploy your own automations with our intuitive platform.

  • No coding required
  • Instant deployment
  • Pay as you grow
Open App
Enterprise

Triform Services

Let our experts build, deploy, and maintain your automations for you.

  • Custom integrations
  • SLA guarantees
  • Dedicated support
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Why Nonprofit needs automation

50-70%
Nonprofit Tech for Good

of donor churn is due to poor communication

What we can build for you

Sample automations we can build for you and your organization

Grant & Funding Application Pipeline

Track grant opportunities, deadlines, and required documents. Nudge owners before milestones and maintain a single dashboard of all applications.

Trigger
Opportunity Added API
Related
Operations & HR Nonprofit & Charity Automation Education Automation Software & AI Notion Slack
View use case →

Event Publishing Automation

Automate event publishing across all your channels. Stop copy-pasting every gig into Facebook, Nortic and Spotify.

Trigger
Scheduled Trigger
Related
Operations & HR Event Management Automation Software & AI Hospitality Automation Software & AI Google Sheets Facebook Events Nortic Spotify for Artists
View use case →

Employee Onboarding Automation

Automate the new hire process from offer acceptance to first day. Trigger account creation, send welcome emails, post team intros, and track checklist completion.

Trigger
Hire Confirmed API
Related
Operations & HR SaaS Automation Software & AI Agency Automation Software & AI BambooHR Notion Gmail Slack
View use case →

How it works

From discovery to deployment

01

Free - Discovery & scoping

We learn about your cause, your donor base, and your program goals. We identify where administrative burden is highest.

Why Partner with Triform?

Speed to Value

Launch in weeks, not months. Our platform accelerates development.

Enterprise Grade

Security, scalability, and reliability built in from day one.

Future Proof

Adapt easily as your business grows and technology evolves.

FAQ

Do you offer nonprofit pricing?

Yes, we offer significant discounts for registered 501(c)(3) organizations and equivalent statuses in other countries.

Is donor data secure?

Security is our top priority. We use bank-grade encryption and adhere to strict data privacy policies to protect your donor information.

Does this integrate with Raiser's Edge?

Yes, we integrate with Blackbaud products, Salesforce for Nonprofits, DonorPerfect, and many other common nonprofit tools.

Can volunteers use this system?

Yes, we can build user-friendly portals specifically for volunteers that don't require access to your internal systems.

We are a small team, can we manage this?

Our goal is to reduce your workload. Once set up, the automations run themselves. We provide training and ongoing support.

Can you help with year-end fundraising?

Yes, we can automate segmentation, email blasts, and tracking for your critical year-end campaigns to maximize donations.

Tell us what you want to automate

Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.