Raisely and Salesflare

How to connect Raisely

What you can automate

  • When new Person in Raisely, find or create contact in Salesflare.

About Raisely

Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.

Raisely operations on Zapier

Triggers (6)

Start a workflow when this happens

  • New Campaign — Triggers when a new fundraising campaign is created.
  • New Interaction — Triggers when a new custom interaction is created on a person in Raisely CRM.
  • New Online Donation — Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
  • New Person — Triggers when a new person signs up to one of your organisation's campaigns.
  • New Profile — Triggers when a profile is created within a fundraising campaign.
Show 1 more triggers
  • Profile Updated — Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.

Actions (5)

Things Salesflare can make it do

  • Add a Tag — Add a tag to a person
  • Add an Interaction — Add a custom interaction to a person in Raisely.
  • Create Offline Donation — Creates a record of a donation in Raisely, useful if you're recording offline donations, or donations from other platforms.
  • Create or Update a Person — Creates or updates a person in your Raisely account, matched on their email address.
  • Remove a Tag — Remove a tag from a person.

Searches (1)

Look up existing records

  • Find Person — Find a matching person based on email address. Optionally create one if none exists.

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