Connect Raisely and agencybloc to Build Intelligent Automations

Choose a Trigger

Raisely

When this happens...

Choose an Action

agencybloc

Automatically do this!

Enable Integrations or automations with these events of Raisely and agencybloc

Enable Integrations or automations with these events of Raisely and agencybloc

Triggers

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.

Actions

List All Campaigns

List All Campaigns

Retrieve the list of all campaigns

List All Donations

List All Donations

Retrieve the list of all donations

List All Exercise logs

List All Exercise logs

Retrieve the list of all exercise logs

List All Interaction Categories

List All Interaction Categories

Retrieve the list of all interaction categories

List All Interactions

List All Interactions

Retrieve the list of all interactions

List All Orders

List All Orders

Retrieve the list of all orders

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Frequently Asked Questions

How do I start an integration between Raisely and agencybloc?

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

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

Absolutely. You can customize how Raisely data is recorded in agencybloc. This includes choosing which data fields go into which fields of agencybloc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Raisely and agencybloc?

The data sync between Raisely and agencybloc 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 Raisely to agencybloc?

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 Raisely and agencybloc?

Yes, you can set conditional logic to control the flow of data between Raisely and agencybloc. 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.

Raisely

About Raisely

Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.

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agencybloc

About agencybloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

Learn More