Apricot and ETO stand out as exemplary tools designed to meet the unique needs of nonprofit organizations. They offer comprehensive solutions for tracking and improving community impact. These platforms are already equipped with a wealth of features that empower nonprofits to achieve their mission with greater efficiency.
However, like all of the best products in the world, the developers of ETO and Apricot recognize their products’ limitations. They also allow independent developers to extend the power of these products through custom integrations and applications. Both ETO and Apricot enable some version of in-product customization that we at Treadwell have leveraged to supercharge some functions within each software.
Empowering Nonprofits with Simple, Powerful Enhancements
Low-code platforms like Power Automate, Workato or Zapier offer an accessible way to extend the capabilities of Apricot and ETO without the need for extensive coding knowledge. By embedding simple buttons that trigger API calls, organizations can automate routine tasks, streamline data flows, and connect disparate systems with ease. This not only saves valuable time but also allows nonprofit staff to focus more on strategic initiatives rather than administrative duties.
Examples of Simple Apricot & ETO Automations
Examples of simplified processes through low-code integrations that could be applied to both Apricot and ETO:
- Connecting to Document Storage. Imagine a button within our system that, when clicked, automatically opens the client’s OneDrive, SharePoint or other External Document Storage location for organizing uploaded files and documents.
- Volunteer Coordination. With an embedded button, coordinators could submit the various available volunteer schedules and use a third-party service to automatically coordinate the volunteers with the available volunteer opportunities and send that coordination back into your system.
- Conduct an External Lookup. Nonprofits are often required to verify client information that’s entered into ETO or Apricot. Treadwell has developed buttons that sit within the client’s page that search external sources (like emergency zone lookup, or local census data). These buttons also post that verified information back into ETO or Apricot.
Apricot & ETO Automation – The Path Forward
Utilizing Apricot and ETO’s built-in extensibility via API, in-product customization and SFTP integration tools, it’s easy to envision any number of simple automations that can save staff time and effort, while assuring consistency and data quality.
By embracing these simple yet impactful integrations, nonprofits can ensure they are getting the most out of Apricot and ETO. This empowers them to do more good, more effectively. It’s not just about making tasks easier; it’s about transforming potential into action.
Need help with Apricot or ETO automation?
Treadwell is Bonterra’s (previously Social Solutions) only certified implementation partner for both Apricot and ETO software. Treadwell also develops the most advanced automations using ETO and Apricot’s built-in API, SFTP and reporting capabilities.
Contact us to learn how we can help increase your impact and reach your goals. Our consultants have decades of experience in all aspects of nonprofit performance management.
