Connect Raisely and Agiled
Integrate Raisely with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Raisely + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
Raisely
When this happens...
New Campaign
New Profile
Profile Updated
New Online Donation
New Person
New Interaction
Badge Awarded
Badge Revoked
Donation Deleted
Donation Succeeded
Donation Updated
Donation Refunded
Post Created
Post Deleted
Post Updated
Profile Created
Profile Deleted
User Created
User Updated
Choose an action
Agiled
Automatically do this!
Add Product
Add Project
Create Contact
Create Expense
Create a Task
Add Invoice
Update product
Update Project
Create Estimate
Update Contact
Update Expense
Update Task
Update Account
Add Account
Delete Contact
Delete Task
Delete Invoice
Delete Estimate
Delete Project
Delete Product
Fine a Project
Find a Invoice
Find a Task
Find a product
Find a Account
Delete Account
Delete Expense
List Users
List Taxes
List Projects
List Tasks
List Tickets
List Employees
List Contacts
List Accounts
List Deals
List CRM Pipeline Stages
List CRM Pipelines
List CRMSources
List CRMStages
List CRMStatuses
List Documents
List Folders
List Forms
List Payments
List Payment Gateways Credentials
List Project Categories
List SalesAgents
List Task Categories
List Ticket Agents
List Ticket Channels
Ticket Types
Add Product in Agiled when New Campaign in Raisely
Use this flowAdd Project in Agiled when New Campaign in Raisely
Use this flowCreate Contact in Agiled when New Campaign in Raisely
Use this flowCreate Expense in Agiled when New Campaign in Raisely
Use this flowCreate a Task in Agiled when New Campaign in Raisely
Use this flowAdd Invoice in Agiled when New Campaign in Raisely
Use this flowUpdate product in Agiled when New Campaign in Raisely
Use this flowUpdate Project in Agiled when New Campaign in Raisely
Use this flowCreate Estimate in Agiled when New Campaign in Raisely
Use this flowUpdate Contact in Agiled when New Campaign in Raisely
Use this flowSupported Triggers & Actions
Everything you can automate between Raisely and Agiled.
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 Raisely integrations.
List All Campaigns
Retrieve the list of all campaigns
List All Donations
Retrieve the list of all donations
List All Exercise logs
Retrieve the list of all exercise logs
List All Interaction Categories
Retrieve the list of all interaction categories
List All Interactions
Retrieve the list of all interactions
List All Orders
Retrieve the list of all orders
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 Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn moreAbout Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Raisely and Agiled 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 Raisely and Agiled 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 Agiled. No coding required.
Yes. You can set up a workflow where Raisely triggers actions in Agiled, and a separate workflow where Agiled triggers actions in Raisely. 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 Raisely and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Raisely and Agiled integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
