
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted

Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is added or changed.
Triggers when a card is added or updated.
Triggers when a label is attached or detached from a card.
Triggers when a resource is attached or detached from a card.
Triggers when a new comment is added or changed.
Triggers when a card is deleted.
Action is the task that follows automatically within your vPlan integrations.
Create a new Activity.
Create a new resource.
Retrieve the list of all campaigns
Retrieve the list of all donations
Retrieve the list of all exercise logs
Retrieve the list of all interaction categories

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your vPlan and Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Raisely (or vice versa).
Absolutely. You can customize how vPlan 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.
The data sync between vPlan and Raisely typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between vPlan 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.
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
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