1.Monitor new donation events
Integrate Raisely and CRM workflows to capture each donation and create membership eligibility signals to start eligibility processing
Create annual membership from recurring donor opt-in now
Automatically convert qualifying Raisely donations into annual membership records across Raisely, NationBuilder, Webhooks by Zapier, and Stripe (Legacy). Create and update when new donations arrive or payment methods are available — so you can tag contacts, avoid duplicate subscriptions, and provision billing without manual follow-up paperwork.
How this automation provisions annual membership and protects renewals
When new donations come in, duplicates and missed memberships can cost renewals. This automation maps donor details into NationBuilder, checks for active memberships, and creates Stripe subscriptions automatically—so your team can scale annual billing without manual follow-up.
Raiselyor swap with your favorite app
2.Create or update person
Integrate NationBuilder and CRM contact tools to map donor details, add membership tags, and return the person ID to update your CRM contact record
NationBuilderor swap with your favorite app
3.Get existing memberships
Integrate Webhooks by Zapier and membership lookup tools to request membership entries by person ID and continue only when none are active to confirm eligibility
Webhooks by Zapieror swap with your favorite app
4.Find subscription
Integrate Stripe (Legacy) and billing checks to look up any existing annual plan subscription and stop if one is present to prevent duplicate charges
Stripe (Legacy)or swap with your favorite app
5.Fetch and set default payment method
Integrate Code by Zapier and payment storage tools to retrieve stored methods and set a default payment method to prepare billing
Code by Zapieror swap with your favorite app
6.Create subscription
Integrate Stripe (Legacy) and billing automation to create the annual subscription with automatic charging to provision membership billing
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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