viaSocket

Connect Squad and Raisely to Build Intelligent Automations

Choose a Trigger

Squad

When this happens...

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Raisely

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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 Squad integrations.

Send feedback to Squad

Send feedback to Squad

Send user comments or notes into Squad.

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

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Frequently Asked Questions

How do I start an integration between Squad and Raisely?

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

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

Absolutely. You can customize how Squad 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 Squad and Raisely?

The data sync between Squad 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 Squad 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 Squad and Raisely?

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

Squad

About Squad

Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.

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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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