Brothers for Life Runs 11 Priority-Salesforce Flows and Generates Donation Receipts
Brothers for Life runs 11 bi-directional flows between Priority ERP and Salesforce on Noca Flows, syncing vendors, tax clearance certificates, budget allocations, payment requests and supplier invoices. Noca Docs generates tax-deductible donation receipts and attaches each PDF to the Salesforce record.
The Challenge
Brothers for Life manages vendors, budgets, payments and donations across Priority ERP and Salesforce, and needed both systems to stay in sync.
How Brothers for Life Uses Noca
✔ 11 active bi-directional flows connect Priority ERP and Salesforce.
✔ Vendors, tax clearance certificates, budget allocations, payment requests and supplier invoices sync automatically.
✔ Tax-deductible donation receipts are generated in Priority and the final PDF is attached to the Salesforce record.
The Result
Finance and donor data stay aligned across Priority and Salesforce without manual work.
Noca Products Used
Noca Flows (Workflow Automation), Noca Docs, Document Generation
Connected Systems
— Amir, Brothers for Life (Achim L’Chaim)
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