Capsule CRM + Donately

Create Capsule CRM opportunities from Donately donations

This integration creates opportunities in Capsule CRM from new Donately donations. This will help keep your account up-to-date in your CRM and give your entire office a single source-of-truth for all fundraising activities.

When this happens...
New Donation
Triggers when a new donation is created in your Donately account.
TriggerInstant
automatically do this!
Create Opportunity
Creates a new Opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Trigger
Scheduled
Try It
List Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Trigger
Scheduled
Try It
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
- Donation IdRequired
Action
Search

- Subscription IdRequired
Action
Search
- ActionRequired
Trigger
Instant
Try It

- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

New Donation
Triggers when a new donation is created in your Donately account.
Trigger
Instant
Try It
New Fundraiser
Triggers when a new fundraiser is created in your Donately account.
Trigger
Instant
Try It
Recurring Plan Failure
Triggers when an existing recurring plan fails to run
Trigger
Instant
Try It
- Campaign IdRequired
Action
Search
- Fundraiser IdRequired
Action
Search
- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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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.

Learn more Help

Related categories

Fundraising

Similar apps

PayPal

Payment Processing

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Payment Processing

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PRODUCTS

CAPABILITIES

By team

Capsule CRM + Donately

Create Capsule CRM opportunities from Donately donations

List Campaigns

List Donations

List Fundraisers

List Recurring Plans

Status

Limit

Find Donation

Find Recurring Plan

Subscription IdRequired

New or Updated Opportunity

ActionRequired

New or Updated Task

ActionRequired

Add Note to Entity

Entity TypeRequired

NoteRequired

Create Opportunity

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

Create Task

DescriptionRequired

Due DateRequired

Detail

Category

Owner

Entity Type

Update Opportunity

Find Project

Search usingRequired

Find Opportunity

Search usingRequired

Find Stage

BoardRequired

NameRequired

Find or Create Opportunity

Search usingRequired

ContactRequired

PipelineRequired

NameRequired

Description

Expected Close Date

Actual Close Date

Value

Currency

Duration Basis

Owner

Track

Tags

New Donation

New Fundraiser

Recurring Plan Failure

Find Campaign

Campaign IdRequired

Find Fundraiser

Fundraiser IdRequired

New or Updated Project

ActionRequired

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date