Connect Fellow and Raisely to Build Intelligent Automations

Choose a Trigger

Fellow

When this happens...

Choose an Action

Raisely

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Ready to use Fellow 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 Fellow integrations.

List Action Items

List Action Items

Show meeting action items

Mark Action Item Complete

Mark Action Item Complete

Mark or unmark an action item

Archive Action Item

Archive Action Item

Archive an action item

List Meeting Recordings

List Meeting Recordings

Find meeting recordings

Retrieve Recording

Retrieve Recording

Get a meeting recording

List Meeting Notes

List Meeting Notes

Get meeting notes and actions

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Frequently Asked Questions

How do I start an integration between Fellow and Raisely?

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

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

Absolutely. You can customize how Fellow 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 Fellow and Raisely?

The data sync between Fellow 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 Fellow 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 Fellow and Raisely?

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