14. Start/invoke RPA
process on
schedule
Scan
mailbox
Identify emails with
attachments and
process all attachments
Workflow
Composer
RPA
If RPA data valid,
create Netsuite
Donation Record
RPA
Donation Order Automation
Example Scenario: The procurement team wants to check the email inbox for emails with attached
donation orders. If a new donation order email is present, the user wants to download the file and
create a Netsuite invoice or sales order based on it. User might also want to add the order details
such as vendor and order total to a Google sheet.
Receive RPA
data
Aggregate & pass
the donation
data
If RPA data valid,
insert donation
data to a Google
sheet
15. Receive
Salesforce data
Use the data received from
Composer to update legacy EHR
system
Workflow
Composer
RPA
A new Salesforce Case
is created or updated
RPA
Sync accounts/cases
Example Scenario: The Administrative staff at a nonprofit organization wants to automatically
update customer data across Salesforce CRM and legacy EHR system. When a Case is created or
updated in Salesforce, this information should sync with legacy systems.
Invoke RPA
process