Connect Simplesat and Raisely to Build Intelligent Automations

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Simplesat

When this happens...

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Raisely

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Ready to use Simplesat 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 Simplesat integrations.

Get Surveys

Get Surveys

Get surveys in simplesat.

List Questions

List Questions

Get a questions in Simplesat.

Upsert Customer

Upsert Customer

Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.

Create Member

Create Member

Create a new team member in simplesat

Update Customer

Update Customer

Update a customer by ID.

Create/Update Customer

Create/Update Customer

Creates/updates a customer.

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Frequently Asked Questions

How do I start an integration between Simplesat and Raisely?

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

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

Absolutely. You can customize how Simplesat 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 Simplesat and Raisely?

The data sync between Simplesat 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 Simplesat 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 Simplesat and Raisely?

Yes, you can set conditional logic to control the flow of data between Simplesat 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.