Give Lively + Levitate

Add new Give Lively donations to Levitate

Activate this integration to automatically create donations in Levitate based on new donations entered into Give Lively. This avoids manual CSV-based export-import processes to keep these systems effortlessly up to date.

Activate this integration to automatically create donations in Levitate based on new donations entered into Give Lively. This avoids manual CSV-based export-import processes to keep these systems effortlessly up to date.

  1. When this happens...
    Give LivelyGive Lively
    New Donation

    Triggers when a new donation is created.

    TriggerPolling
  2. automatically do this!
    LevitateLevitate
    Create a Donation

    Creates a new Donation in Levitate

    ActionWrite
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Supported triggers and actions

    • Contact ID in Source SystemRequired

    • Last Name

    • First Name

    • Full Name

    • Email Addresses

    • Phone Numbers

    • Address Line 1

    • Address Line 2

    • Address City

    • Address State / Province

    • Address Postal Code

    • Address Country

    • Birthday

    • Tags

    • Note

    Action
    Write
    • Policy NumberRequired

    • Carrier NameRequired

    • PremiumRequired

    • Renewal DateRequired

    • Effective DateRequired

    • Policy Holder IDRequired

    • Cancellation DateRequired

    • Line of BusinessRequired

    • Policy ID in the Source SystemRequired

    • Origination Date

    • Policy Holder First Name

    • Policy Holder Last Name

    • Policy Holder Email

    Action
    Write
give-lively logo
give-lively logo

About Give Lively

Give Lively built and supports a powerful and practical fundraising platform that is free for nonprofits and intuitively easy to use for donors.

Related categories

  • Accounting
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levitate logo

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn more

Related categories

  • CRM (Customer Relationship Management)