IntegrationsRaiselyInVision
Raisely + InVision

Connect Raisely and InVision to Build Intelligent Automations

Choose a Trigger

Raisely

When this happens...

Choose an Action

InVision

Automatically do this!

Enable Integrations or automations with these events of Raisely and InVision

Enable Integrations or automations with these events of Raisely and InVision

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 InVision?

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

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

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

How often does the data sync between Raisely and InVision?

The data sync between Raisely and InVision 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 InVision?

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 InVision?

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

About InVision

InVision is a leading digital product design platform that empowers teams to collaborate, prototype, and iterate on their design projects seamlessly. It offers a suite of tools for creating interactive and high-fidelity prototypes, facilitating design feedback, and managing design workflows efficiently.

Learn More