
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

Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
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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 Raisely integrations.
Retrieve the list of all campaigns
Retrieve the list of all donations
Retrieve the list of all exercise logs
Retrieve the list of all interaction categories
Retrieve the list of all interactions
Retrieve the list of all orders

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Raisely and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Raisely triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Raisely data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Raisely and LionDesk 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 Raisely and LionDesk. 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.
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn MoreLionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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