Connect Espo CRM and Raisely
Integrate Espo CRM with Raisely to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Raisely when New Lead in Espo CRM
List All Donations from Raisely when New Lead in Espo CRM
List All Exercise logs from Raisely when New Lead in Espo CRM
List All Interaction Categories from Raisely when New Lead in Espo CRM
List All Interactions from Raisely when New Lead in Espo CRM
Popular Espo CRM + Raisely flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Raisely
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
List All Campaigns in Raisely when New Lead in Espo CRM
Use this flowList All Donations from Raisely when New Lead in Espo CRM
Use this flowList All Exercise logs from Raisely when New Lead in Espo CRM
Use this flowList All Interaction Categories from Raisely when New Lead in Espo CRM
Use this flowList All Interactions from Raisely when New Lead in Espo CRM
Use this flowList All Orders from Raisely when New Lead in Espo CRM
Use this flowList All Posts from Raisely when New Lead in Espo CRM
Use this flowList All Promo Codes from Raisely when New Lead in Espo CRM
Use this flowList All Segments from Raisely when New Lead in Espo CRM
Use this flowList All Subscriptions from Raisely when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Raisely.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Campaign
Triggers when a new fundraising campaign is created.
New Profile
Triggers when a profile is created within a fundraising campaign.
Profile Updated
Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
New Online Donation
Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
List All Campaigns
Retrieve the list of all campaigns
List All Donations
Retrieve the list of all donations
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
About Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Raisely accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Raisely as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Raisely. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Raisely, and a separate workflow where Raisely triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Raisely. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Raisely integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
