viaSocket

Connect Trengo and Raisely to Build Intelligent Automations

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Trengo

When this happens...

Choose an Action

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 Trengo integrations.

Create a profile

Create a profile

Creates a profile

Get a Contact

Get a Contact

Get a Contact by id.

Update a profile

Update a profile

Update a profile by ID.

Delete a profile

Delete a profile

Delete a profile by ID.

Create a note

Create a note

Create a note to profile.

Attach a contact

Attach a contact

Attach a contact

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Frequently Asked Questions

How do I start an integration between Trengo and Raisely?

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

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

Absolutely. You can customize how Trengo 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 Trengo and Raisely?

The data sync between Trengo 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 Trengo 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 Trengo and Raisely?

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

Trengo

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

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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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