Connect Raisely and Pensight to Build Intelligent Automations

Choose a Trigger

Raisely

When this happens...

Choose an Action

Pensight

Automatically do this!

Enable Integrations or automations with these events of Raisely and Pensight

Enable Integrations or automations with these events of Raisely and Pensight

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 Pensight?

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

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

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

How often does the data sync between Raisely and Pensight?

The data sync between Raisely and Pensight 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 Pensight?

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 Pensight?

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