
When this happens...

Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new fundraising campaign is created.
Triggers when a profile is created within a fundraising campaign.
Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
Triggers when a person is created within a fundraising campaign.
Triggers when a new custom interaction is created on a person in Raisely CRM.
Action is the task that follows automatically within your Intercorp BAS integrations.
Retrieve client records filtered by client code, creation/modified date range, and active status.
Retrieve client profiles.
Retrieve the list of all campaigns
Retrieve the list of all donations
Retrieve the list of all exercise logs
Retrieve the list of all interaction categories

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Intercorp BAS and Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Intercorp BAS triggers actions in Raisely (or vice versa).
Absolutely. You can customize how Intercorp BAS data is recorded in Raisely. This includes choosing which data fields go into which fields of Raisely, setting up custom formats, and filtering out unwanted information.
The data sync between Intercorp BAS and Raisely typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Intercorp BAS and Raisely. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
Learn MoreRaisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
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