Integrations Raisely Setmore Appointments
Raisely + Setmore Appointments

Connect Raisely and Setmore Appointments to Build Intelligent Automations

Choose a Trigger

Raisely

When this happens...

Choose an Action

Setmore Appointments

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your Raisely integrations.

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 Setmore Appointments?

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

Can we customize how data from Raisely is recorded in Setmore Appointments?

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

How often does the data sync between Raisely and Setmore Appointments?

The data sync between Raisely and Setmore Appointments 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 Setmore Appointments?

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 Setmore Appointments?

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