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Donately + Insightly

Create Insightly records from new Donately Donation

This integration creates Insightly records for new Donately donations. This helps to keep your entire team informed, and sync data between all systems used, giving your organization a single source-of-truth.

This integration creates Insightly records for new Donately donations. This helps to keep your entire team informed, and sync data between all systems used, giving your organization a single source-of-truth.

  1. When this happens...
    DonatelyDonately
    New Donation

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

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    • Donation IdRequired

    Action
    Search
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.
Learn moreHelp

Related categories

  • Fundraising

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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