Integrations Setmore Appointments Raisely
Setmore Appointments + Raisely

Connect Setmore Appointments and Raisely to Build Intelligent Automations

Choose a Trigger

Setmore Appointments

When this happens...

Choose an Action

Raisely

Automatically do this!

Ready to use Setmore Appointments and Raisely automations

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 Setmore Appointments integrations.

Create Appointment

Create Appointment

Create a new appointment.

Create Customer

Create Customer

Create a new Customer.

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

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Frequently Asked Questions

How do I start an integration between Setmore Appointments and Raisely?

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

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

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

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

The data sync between Setmore Appointments and Raisely 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 Setmore Appointments to Raisely?

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 Setmore Appointments and Raisely?

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