Connect Workzappy and Raisely to Build Intelligent Automations

Choose a Trigger

Workzappy

When this happens...

Choose an Action

Raisely

Automatically do this!

Ready to use Workzappy 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 Workzappy integrations.

New Task

New Task

Create a new task.

New Project

New Project

Create a new Project.

New Phase

New Phase

Create a new phase(sprint) for your project

New Tag

New Tag

Create a New tag.

Remove Task hold

Remove Task hold

Remove a specific Task.

Enable Organization User

Enable Organization User

Enable Organization User.

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Frequently Asked Questions

How do I start an integration between Workzappy and Raisely?

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

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

Absolutely. You can customize how Workzappy 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 Workzappy and Raisely?

The data sync between Workzappy 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 Workzappy 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 Workzappy and Raisely?

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

Workzappy

About Workzappy

Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.

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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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