
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
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 Leadsquared integrations.
Create a new lead in LeadSquared
Find a lead by Lead ID, email, or phone.
Find leads that match one or more phone numbers and return either basic or full lead details.
Create an activity on a lead.
This action searches lead based on many criteria i.e. the fields in used in the leads. This include various types of ids, phone numbers, email and much more.
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
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To start, connect both your Leadsquared and Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Raisely (or vice versa).
Absolutely. You can customize how Leadsquared 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 Leadsquared 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 Leadsquared 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.
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
Learn MoreRaisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn More