Donately + Insightly Integrations
How to connect Donately + Insightly
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Popular Donately + Insightly workflows
Create Insightly records from new Donately Donation
Create Insightly records from new Donately Donation
Connect your apps and automate workflows
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New DonationTriggers when a new donation is created in your Donately account.Trigger- List DonationsLists the donations for your Donately account, defaults to the most recent 20 donations.Trigger
- New FundraiserTriggers when a new fundraiser is created in your Donately account.Trigger
- List FundraisersLists the fundraisers for your Donately account, defaults to the most recently createdTrigger
- Recurring Plan FailureTriggers when an existing recurring plan fails to runTrigger
- List Failed Recurring PlansLists the failed recurring plans for your Donately account, defaults to the most recent 20 failed plans.Trigger
- Find DonationFinds a donation.Action
- Find FundraiserFinds a fundraiser.Action
- Donately
Finds a Recurring Plan.
Scheduled
Action
- Insightly
Triggers when a record is deleted.
Instant
Trigger
- Insightly
Triggers when a new record is created.
Instant
Trigger
- Insightly
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Instant
Trigger
- Insightly
Triggers when a record is updated.
Instant
Trigger
- Insightly
Creates a Record
Scheduled
Action
- Insightly
Updates a Record
Scheduled
Action
- Insightly
Finds an existing Record
Scheduled
Action
How Donately + Insightly Integrations Work
- Step 1: Authenticate Donately and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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