IntegrationsSmartSuiteRaisely
SmartSuite + Raisely

Connect SmartSuite and Raisely to Build Intelligent Automations

Choose a Trigger

SmartSuite

When this happens...

Choose an Action

Raisely

Automatically do this!

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 SmartSuite integrations.

Update a Record

Update a Record

Updates an existing record in SmartSuite.

Find Many Records

Find Many Records

Find multiple records by field match or SmartSuite search syntax.

List All Teams

List All Teams

list all the teams

List Comments

List Comments

List all Comments

List Tables

List Tables

Lists all Tables

List Solutions

List Solutions

Lists all Solutions in the Workspace.

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Frequently Asked Questions

How do I start an integration between SmartSuite and Raisely?

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

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

Absolutely. You can customize how SmartSuite 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 SmartSuite and Raisely?

The data sync between SmartSuite 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 SmartSuite 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 SmartSuite and Raisely?

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

SmartSuite

About SmartSuite

SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.

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Raisely

About Raisely

Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.

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