Connect Dialpad and Raisely to Build Intelligent Automations

Choose a Trigger

Dialpad

When this happens...

Choose an Action

Raisely

Automatically do this!

Ready to use Dialpad and Raisely automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Campaign

New Campaign

Triggers when a new fundraising campaign is created.

New Profile

New Profile

Triggers when a profile is created within a fundraising campaign.

Profile Updated

Profile Updated

Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.

New Online Donation

New Online Donation

Triggers when a new online donation (via credit card or PayPal) is made in your campaign.

New Person

New Person

Triggers when a person is created within a fundraising campaign.

New Interaction

New Interaction

Triggers when a new custom interaction is created on a person in Raisely CRM.

Do thisActions

Action is the task that follows automatically within your Dialpad integrations.

Create Contact

Create Contact

Creates a new contact in your Dialpad account.

Update a Contact

Update a Contact

Update a contact in your Dialpad account.

Create a Channel

Create a Channel

Creates a new channel in your Dialpad account.

List All Campaigns

List All Campaigns

Retrieve the list of all campaigns

List All Donations

List All Donations

Retrieve the list of all donations

List All Exercise logs

List All Exercise logs

Retrieve the list of all exercise logs

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Frequently Asked Questions

How do I start an integration between Dialpad and Raisely?

To start, connect both your Dialpad and Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Dialpad triggers actions in Raisely (or vice versa).

Can we customize how data from Dialpad is recorded in Raisely?

Absolutely. You can customize how Dialpad 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.

How often does the data sync between Dialpad and Raisely?

The data sync between Dialpad and Raisely typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dialpad to Raisely?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dialpad and Raisely?

Yes, you can set conditional logic to control the flow of data between Dialpad 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.

Dialpad

About Dialpad

Dialpad is a modern business communications platform that offers voice, video, and messaging solutions. It is designed to streamline communication and collaboration for businesses of all sizes.

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Raisely

About Raisely

Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.

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