Automate Raisely fundraising workflows
Use viaSocket to sync donors, auto-send receipts, reconcile recurring gifts, and trigger targeted stewardship — no code, fast results.
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Triggers and Actions in Raisely Automations
viaSocket makes it simple to connect Raisely and automate repetitive tasks.
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
How to get started with Raisely automations
Automate when something happens in Raisely
Login -> Create new flow -> Select trigger -> Search Raisely -> Choose the trigger from the list
Take action in Raisely when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Raisely -> Choose the action from the list
Trigger
Action
Real-world use cases of Raisely integrations
See how Raisely integrates with popular apps to automate tasks and streamline your workflow.
- Integrate raisely with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and raisely databases.
- Integrate raisely with MySQL to automatically sync records, facilitating seamless data exchange between raisely and your SQL databases.
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Frequently Asked Questions
viaSocket connects Raisely to your CRM, email, accounting and collaboration tools to automate donor processing, receipts, recurring gift handling, campaign syncing and reporting — reducing manual steps and improving response time.
No. viaSocket is built for non-technical teams. You can use pre-built templates and simple mapping screens to connect Raisely to other apps and launch automations in minutes. Developer help is optional for custom or complex integrations.
Yes. viaSocket can call AI services to enrich donor profiles (e.g., suggested segmentation, summary notes) and generate personalized acknowledgement copy or follow-up messages, making stewardship faster and more relevant.
viaSocket follows standard data-protection practices: encrypted connections to Raisely, scoped API tokens, and secure data transit. You control which fields move between systems and can limit automation to non-sensitive data as needed.
About Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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