Connect YCloud and Raisely to Build Intelligent Automations

Choose a Trigger

YCloud

When this happens...

Choose an Action

Raisely

Automatically do this!

Ready to use YCloud 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 YCloud integrations.

Send an Email

Send an Email

Send an email to the customers

Retrieve balance

Retrieve balance

Get balance from ycloud.

List Unsubscribers

List Unsubscribers

Get all unsubscribers from ycloud.

List Voice Records

List Voice Records

Get all Voice Records from ycloud.

List WhatsApp Business Accounts

List WhatsApp Business Accounts

Get all WhatsApp business accounts from ycloud.

List WhatsApp Business Phone Numbers

List WhatsApp Business Phone Numbers

Get all WhatsApp business phone numbers from ycloud.

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Frequently Asked Questions

How do I start an integration between YCloud and Raisely?

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

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

Absolutely. You can customize how YCloud 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 YCloud and Raisely?

The data sync between YCloud 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 YCloud 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 YCloud and Raisely?

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

YCloud

About YCloud

YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.

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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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