Connect Microsoft Excel and Raisely to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
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
Ready to use Microsoft Excel and Raisely automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Person
Triggers when a person is created within a fundraising campaign.
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 Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
List All Campaigns
Retrieve the list of all campaigns
List All Donations
Retrieve the list of all donations
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Step by step guides to integrate Microsoft Excel and Raisely
Frequently Asked Questions
To start, connect both your Microsoft Excel and Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Raisely (or vice versa).
Absolutely. You can customize how Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel 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.
About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn MoreAbout Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn More
