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Capsule CRM + Donately

Create Capsule CRM contacts from new Donately donations

This integration creates contacts in Capsule CRM from new Donately donations. This will help keep your CRM synced to your Donately fundraising platform, ensuring your organization has a single source-of-truth for fundraising activities.

This integration creates contacts in Capsule CRM from new Donately donations. This will help keep your CRM synced to your Donately fundraising platform, ensuring your organization has a single source-of-truth for fundraising activities.

  1. When this happens...
    DonatelyDonately
    New Donation

    Triggers when a new donation is created in your Donately account.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Donately triggers, actions, and search

    List Campaigns

    Lists the campaigns for your Donately account, defaults to the most recently created

    Trigger
    Scheduled
    Try It
  • Donately triggers, actions, and search

    List Donations

    Lists the donations for your Donately account, defaults to the most recent 20 donations.

    Trigger
    Scheduled
    Try It
  • Donately triggers, actions, and search

    List Fundraisers

    Lists the fundraisers for your Donately account, defaults to the most recently created

    Trigger
    Scheduled
    Try It
    • Status

    • Limit

    Trigger
    Scheduled
    Try It
  • Donately triggers, actions, and search

    New Donation

    Triggers when a new donation is created in your Donately account.

    Trigger
    Instant
    Try It
  • Donately triggers, actions, and search

    New Fundraiser

    Triggers when a new fundraiser is created in your Donately account.

    Trigger
    Instant
    Try It
  • Donately triggers, actions, and search

    Recurring Plan Failure

    Triggers when an existing recurring plan fails to run

    Trigger
    Instant
    Try It
    • Campaign IdRequired

    Action
    Search
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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Related categories

  • CRM (Customer Relationship Management)

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donately logo
donately logo

About Donately

Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.

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