EMPOWERING NONPROFITS
with seamless automation
Save time, reduce errors, and focus on making a difference with automation solutions tailored for nonprofits. Explore our automation services for Apricot and ETO to see how we make your organization – and your data – stronger.
APRICOT AUTOMATION
redefined
From simplifying everyday workflows to tackling complex integrations, 
makes Apricot automation seamless for nonprofits committed to driving change. Discover how our connectors can help you automate smarter, faster, and more effectively.
For more complex needs, our custom automation solutions provide a fully customized approach to streamline your organization’s unique processes. Contact us for more information.
Automate rule-based tasks effortlessly with Zapier.
COMING SOON!
Take on enterprise-level challenges with Workato.
APRICOT AUTOMATION
redefined
From simplifying everyday workflows to tackling complex integrations, makes Apricot automation seamless for nonprofits committed to driving change. Discover how our connectors can help you automate smarter, faster, and more effectively.
For more complex needs, our b provide a fully customized approach to streamline your organization’s unique processes. Contact us for more information.
Automate rule-based tasks effortlessly with Zapier.
COMING SOON!
Take on enterprise-level challenges with Workato.
ETO AUTOMATION
tailored to you
Managing data, documents, and workflows shouldn’t hold your mission back. With our tailored automation services for ETO, we ensure your systems work as hard as you do, enabling impactful results without the hassle.
API AUTOMATION
Leverage the power of the built-in integration capabilities of ETO.
SFTP BATCHING
Do you receive periodic batches of data that need to be migrated into ETO?
SCHEDULED REPORTING
Send your data to your 3rd party systems and set your reports to run on any schedule you want.
AUTOMATED FILE DOWNLOADING
Need to get your file attachments out of ETO in an organized manner?
AUTOMATION BENEFITS
for every nonprofit
SAVE TIME
Automate day-to-day tasks and free up your team to focus on higher-impact activities.
REDUCE COSTS
Streamline operations with efficient workflows that cut down on overhead and manual work.
INCREASE PRODUCTIVITY
Enable your team to do more in less time with automated processes.
AUTOMATION BENEFIT
for every nonprofit
SAVE TIME
Automate day-to-day tasks and free up your team to focus on higher-impact activities.
REDUCE COSTS
Streamline operations with efficient workflows that cut down on overhead and manual work.
INCREASE PRODUCTIVITY
Enable your team to do more in less time with automated, streamlined processes.
AUTOMATION
FAQs
We automate a wide range of nonprofit workflows: everything from simple form submissions and file uploads to complex, multi-system API integrations. Common use cases include:
- 3rd Party Intake forms to Apricot/ETO (via Microsoft Forms, SurveyMonkey, etc.)
- Data syncing between Apricot/ETO and other platforms (like SharePoint, Outlook, ClickSend)
- Scheduled imports and exports via SFTP
- Smart buttons that trigger alerts or auto-fill records
Yes, definitely. Our priority is to get you the most value for the lowest cost. We build small, high-impact automations every day.
Yes. We meet you and your organization where you’re at. If you’re savvy, we’ll make you a pro. If you need guidance and support, we’ll translate the tech and guide you through every step, and build everything for you.
Anywhere from 1 day to 16 weeks depending on complexity. We’ll give you a timeline upfront.
This is a big question. Our smallest and simplest automations can be less than $2,000. Some of the most complex would rival the cost of a sports car. But our goal is to find the right solution for you to maximize the value for you and your team.
We offer various options: Rapid Impact connectors for Apricot in Zapier and Wokrato (fast, low-cost) and custom automations for both Apricot and ETO (flexible, deeper). You choose what fits your needs.
Discovery > Build > Test > Launch > Support. We stay with you the whole way, and we can be there to keep things running smoothly long term.
Generally, we work with organizations that use Bonterra’s Case Management products, ETO and Apricot. If you are a nonprofit working with: youth, housing, DV shelters, workforce, justice systems, health, and or any other reason, we can help you integrate/automate your data to and from ETO and/or Apricot (and between!)..
Yes. Our automation discovery package is just right for you! We will help you identify bottlenecks and suggest high-impact automations based on your goals and tools.
Usually no, but you may need to purchase additional licenses for online tools to host/orchestrate your automation, like Power Automate or Zapier. These platforms serve as the backbone of your automation, managing the workflows and actions that carry out your integrations.
We are experts in all things ETO and Apricot, including automation/integration, configuration strategy, advanced reporting and more. Because we know ETO and Apricot so well, we are the most capable firm for helping you strategize and implement your next generation of tech. We move fast, build light, and support you long-term.
Yes, definitely, this is typically the most valuable thing you can do for your organization! We offer tailored training sessions, ongoing support, and deep strategy so that you are investing in your own organization’s advancement —whatever you need to stay self-sufficient.
We’ve helped many orgs clean up or reboot failed automation attempts. We’ll help you get it working reliably—and sustainably.
YOUR NEXT STEP
to smarter automation
Take the first step toward smarter workflows and greater impact. Let’s find the automation solution that fits your needs.