Donately + Insightly

Donately + Insightly integrations

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.

When this happens...
New DonationTriggers when a new donation is created in your Donately account.
TriggerInstant
automatically do this!
Create RecordCreates a Record
ActionWrite

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More things you can do with Donately and Insightly

Discover other triggers and actions you can use with Donately and Insightly

List Campaigns
Lists the campaigns for your Donately account, defaults to the most recently created
Trigger
Polling
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List Donations
Lists the donations for your Donately account, defaults to the most recent 20 donations.
Trigger
Polling
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List Fundraisers
Lists the fundraisers for your Donately account, defaults to the most recently created
Trigger
Polling
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- Status
- Limit
Trigger
Polling
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- Donation_id
  Required
Action
Search

- Subscription_id
  Required
Action
Search
- Insightly Object
  Required
Trigger
Instant
Try It

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

New Donation
Triggers when a new donation is created in your Donately account.
Trigger
Instant
Try It
New Fundraiser
Triggers when a new fundraiser is created in your Donately account.
Trigger
Instant
Try It
Recurring Plan Failure
Triggers when an existing recurring plan fails to run
Trigger
Instant
Try It
- Campaign_id
  Required
Action
Search
- Fundraiser_id
  Required
Action
Search
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

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.

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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