
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 Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
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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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Raisely triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Raisely data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between Raisely and Teamgate 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 Teamgate. 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 MoreTeamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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