If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how donately integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in donately
Login -> Create new flow -> Select trigger -> Search donately -> Choose the trigger from the list
Take action in donately when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search donately -> Choose the action from the list
Trigger
Action

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Common automations are syncing donor records to your CRM, sending receipts and tax statements, posting transactions to accounting, recovering failed recurring gifts, and building donor reports. Each automation reduces manual steps and speeds donor stewardship.
No. viaSocket provides pre-built templates and a visual workflow builder so non-technical staff can connect Donately to email, CRM, accounting, and spreadsheets without code. You control triggers, conditions, and output messages.
viaSocket’s AI can draft personalized thank-you messages, summarize donor notes, prioritize follow-ups, and classify donors into segments. AI suggestions are editable so your team keeps final control while saving time.
viaSocket moves donor and donation data only between the apps you connect and protects it with industry-standard encryption and access controls. Donately continues to manage payment processing—check Donately’s documentation for payment compliance and viaSocket for connection security details.
You can start seeing benefits within days: faster receipts improve donor satisfaction immediately, recovery workflows can recapture recurring revenue within weeks, and synced CRM data speeds outreach that improves retention over months.
Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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