1.Detects new donation
Integrate Raisely and donation data tools to detect new donation events and trigger membership record creation.
Create membership records from each new donor gift
Automatically monitor new donation events across Raisely and Salesforce. Create and update when donations qualify, donor gifts arrive, or donation dates postβso you can calculate processing fees, create contacts, and start memberships without manual CRM entry.
How this automation creates membership records from each new gift
When new donations arrive, delays can break acknowledgment workflows and donor segmentation. This automation calculates processing fees, creates or matches contacts, and creates membership opportunitiesβso your team can act fast and keep records current.
Raiselyor swap with your favorite app
2.Calculates processing fee
Integrate Formatter by Zapier and math transforms to calculate a processing fee value and map it to the record field.
Formatter by Zapieror swap with your favorite app
3.Waits for donation finalization
Integrate Delay by Zapier and timing tools to pause briefly so payment details finalize before creating CRM records.
Delay by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Salesforce and CRM data tools to find or create a Contact by matching email and name fields.
Salesforceor swap with your favorite app
5.Creates membership opportunity
Integrate Salesforce and CRM workflows to create an Opportunity with amounts, fees, membership start date, and level.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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