Donately connector
Automate Your Nonprofit Fundraising Workflows with Donately Integrations
Connect Donately to your CRM, email platform, and data tools to clean up donor management, gift processing, and campaign reporting.
What can you do with the Donately connector?
Donately is a modern fundraising platform built for nonprofits and social-good organizations that need flexible donation forms, recurring giving tools, and campaign management. Integrating Donately with the rest of your tech stack cuts out the manual work of copying donor records, reconciling gift data, and triggering follow-up communications. With tray.ai, you can build automated workflows that connect Donately to your CRM, accounting software, email marketing tools, and more — so your team spends less time on data entry and more time with donors.
Automate & integrate Donately
Automating Donately business process or integrating Donately data is made easy with tray.ai
Use case
Donor Record Sync to CRM
Every time a new donation is processed in Donately, automatically create or update the donor's record in your CRM with gift amount, campaign, payment method, and contact details. Your constituent data stays accurate without manual imports or CSV exports.
Use case
Automated Donor Thank-You and Receipt Workflows
Trigger personalized thank-you emails or SMS messages via your email platform the moment a donation lands in Donately. Segment acknowledgments by gift size, campaign, or donor tier to make stewardship feel personal, even at scale.
Use case
Recurring Giving Program Management
Monitor recurring donation statuses in Donately and trigger workflows automatically when a subscription is created, updated, or fails. Alert your team to failed payments, send re-engagement emails to lapsed recurring donors, and update CRM records to reflect subscription changes.
Use case
Campaign Performance Reporting and Dashboards
Automatically pull Donately campaign and donation data into your BI tool or spreadsheet on a schedule to keep fundraising dashboards current. Aggregate metrics like total raised, average gift size, and donor count across campaigns without touching a report manually.
Use case
Accounting and Finance Reconciliation
Sync completed donation transactions from Donately into your accounting platform (such as QuickBooks or Xero) to keep your books accurate and current. Donation types, campaigns, and funds get mapped to the correct chart of accounts automatically.
Use case
New Donor Onboarding Sequences
When a first-time donor gives through Donately, automatically enroll them in a multi-step onboarding email sequence to introduce your organization, share your impact, and invite further engagement. Tag them in your CRM as a new donor and assign a follow-up task to your fundraising team.
Use case
Event and Peer-to-Peer Fundraising Automation
Connect Donately donation events to your event management tools and peer-to-peer fundraising workflows. Automatically notify campaign organizers when a fundraiser hits a milestone, update leaderboard data, and sync participant donor records to your CRM.
Build Donately Agents
Give agents secure and governed access to Donately through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Donor Profiles
An agent can retrieve detailed donor profiles from Donately, including contact information, giving history, and engagement levels. This makes personalized outreach and campaign segmentation much easier.
Data Source
Fetch Donation Records
An agent can query donation transactions including amounts, dates, campaigns, and payment status. That data can feed reports, surface trends, or kick off follow-up workflows.
Data Source
Retrieve Campaign Performance
An agent can pull metrics on active and completed fundraising campaigns — total raised, donor counts, goal progress. Useful for assessing what's working and where strategy needs to shift.
Data Source
List Recurring Donations
An agent can fetch details on recurring giving plans including frequency, amounts, and status. Good for monitoring subscriber health and spotting donors who might be about to lapse.
Data Source
Query Organization Settings
An agent can retrieve organization-level configuration from Donately such as payment gateway details and branding settings. Handy for automated audits or onboarding validation workflows.
Agent Tool
Create or Update Donor Records
An agent can add new donors or update existing donor information in Donately, such as contact details or custom fields. This keeps donor data accurate when syncing from external sources like CRMs or event platforms.
Agent Tool
Log a Manual Donation
An agent can record offline or manually collected donations directly into Donately on behalf of staff. Everything ends up in one place, so reporting stays accurate.
Agent Tool
Create a Fundraising Campaign
An agent can programmatically create new fundraising campaigns in Donately with defined goals, descriptions, and timeframes. This speeds up campaign setup and lets you trigger templated launches from external events.
Agent Tool
Update Campaign Details
An agent can modify existing campaign settings like goals, end dates, or descriptions in Donately. Useful when you need to react quickly to performance data or a last-minute organizational decision.
Agent Tool
Send Donation Acknowledgements
An agent can trigger thank-you or receipt communications to donors through Donately after a gift is recorded. Acknowledgments go out on time, at scale, without anyone manually chasing them down.
Agent Tool
Cancel or Modify Recurring Plans
An agent can pause, cancel, or update recurring donation plans in Donately based on donor requests or failed payment alerts. Staff don't have to handle these manually, and donors get a faster response.
Get started with our Donately connector today
If you would like to get started with the tray.ai Donately connector today then speak to one of our team.
Donately Challenges
What challenges are there when working with Donately and how will using Tray.ai help?
Challenge
Fragmented Donor Data Across Multiple Systems
Nonprofit teams typically manage donor records in a CRM, process gifts in Donately, and handle communications in a separate email platform. That split leaves you with siloed data, duplicate records, and contact info that's out of date in at least one system — which makes it hard to run a coherent fundraising strategy.
How Tray.ai Can Help:
tray.ai connects Donately to your CRM and email tools in real time, automatically syncing donor records, gift histories, and campaign attributes across all systems so every team member is working from the same data.
Challenge
Manual Acknowledgment and Receipt Delays
Sending personalized thank-you emails and tax receipts manually after each donation is slow and inconsistent. During a high-volume giving day, hundreds of gifts can arrive within hours — and donors notice when acknowledgment takes days.
How Tray.ai Can Help:
tray.ai triggers instant, personalized acknowledgment workflows as soon as a donation lands in Donately, routing messages through your email platform with dynamic content based on gift amount, campaign, and donor history, at any volume.
Challenge
Recurring Donor Churn from Unmanaged Payment Failures
Failed recurring donation payments in Donately often go unnoticed until a donor's subscription has already lapsed. That's lost monthly revenue and a donor who felt ignored rather than prompted to update their payment info.
How Tray.ai Can Help:
tray.ai listens for failed payment webhooks from Donately and immediately kicks off recovery workflows — updating CRM records, sending personalized re-engagement emails, and alerting staff — before the donor relationship is lost.
Challenge
Time-Consuming Manual Financial Reconciliation
Finance teams at nonprofits frequently export Donately transaction reports and manually re-enter them into accounting platforms. It's tedious, error-prone, and makes both monthly closes and audit prep harder than they need to be.
How Tray.ai Can Help:
tray.ai automates the flow of completed Donately transactions into accounting tools like QuickBooks or Xero, mapping campaigns and funds to the correct accounts automatically so the books stay current without manual data entry.
Challenge
Lack of Real-Time Fundraising Visibility for Leadership
Development directors and executive staff often rely on manually generated reports pulled from Donately at irregular intervals. Strategic decisions end up based on last week's numbers instead of what's actually happening in a campaign right now.
How Tray.ai Can Help:
tray.ai schedules automated data pipelines that continuously push Donately campaign metrics into BI tools, spreadsheets, or dashboards, giving leadership up-to-date visibility into total raised, donor counts, and campaign trends without any manual reporting effort.
Talk to our team to learn how to connect Donately with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Donately With Your Stack
The Tray.ai connector library can help you integrate Donately with the rest of your stack. See what Tray.ai can help you integrate Donately with.
Start using our pre-built Donately templates today
Start from scratch or use one of our pre-built Donately templates to quickly solve your most common use cases.
Template
Donately to Salesforce Nonprofit Donor Sync
Automatically creates or updates a Contact and Opportunity record in Salesforce NPSP whenever a new donation is received in Donately, including gift amount, campaign, and donor contact details.
Steps:
- Trigger on new donation event received from Donately webhook
- Search Salesforce for an existing Contact by donor email address
- Create a new Contact if no match is found, or update the existing record
- Create a new Opportunity linked to the Contact with donation amount and campaign data
- Log a completed activity on the Contact record for gift tracking
Connectors Used: Donately, Salesforce
Template
Failed Recurring Donation Alert and Re-Engagement
Detects failed recurring donation events in Donately, updates the donor's CRM record, sends a personalized recovery email via Mailchimp, and notifies the fundraising team in Slack.
Steps:
- Trigger on failed subscription payment webhook from Donately
- Update the donor's contact record in HubSpot to flag payment failure
- Send a personalized payment recovery email via Mailchimp
- Post a notification to the fundraising Slack channel with donor details and gift amount
Connectors Used: Donately, Mailchimp, Slack, HubSpot
Template
Donately Donations to QuickBooks Online Transactions
Syncs each completed Donately donation as a sales receipt in QuickBooks Online, mapped to the correct income account based on the campaign or fund designation.
Steps:
- Trigger on new completed donation in Donately
- Map Donately campaign or fund to the corresponding QuickBooks income account
- Create a sales receipt in QuickBooks with donor name, amount, and date
- Attach a reference to the Donately transaction ID for reconciliation
Connectors Used: Donately, QuickBooks
Template
New Donor Welcome Email Sequence Enrollment
Automatically enrolls first-time Donately donors in a welcome email sequence in your email platform and creates a follow-up task in your CRM for the fundraising team.
Steps:
- Trigger on new donation in Donately and check if donor_count equals 1 (first gift)
- Add or update the donor as a contact in ActiveCampaign and enroll in welcome automation
- Create or update the donor record in HubSpot with first-gift date and campaign
- Create a follow-up task in HubSpot assigned to the fundraising team member
Connectors Used: Donately, ActiveCampaign, HubSpot
Template
Donately Campaign Report to Google Sheets Dashboard
Runs on a schedule to pull donation totals by campaign from Donately and append summarized data to a Google Sheet for executive fundraising dashboards.
Steps:
- Trigger on a daily or weekly schedule
- Fetch all donations from Donately for the reporting period via API
- Aggregate totals by campaign, gift type, and donor count
- Append or update summary rows in the target Google Sheet tab
Connectors Used: Donately, Google Sheets
Template
Peer-to-Peer Fundraiser Milestone Notification
Monitors Donately fundraiser pages and sends a congratulatory email and Slack notification when a fundraiser crosses a defined giving milestone.
Steps:
- Trigger on new donation event linked to a peer-to-peer fundraiser campaign
- Fetch current total raised for the fundraiser page from Donately API
- Check if the total crosses a configured milestone threshold
- Send a congratulatory email to the fundraiser via SendGrid
- Post a milestone celebration message to the team Slack channel
Connectors Used: Donately, Slack, SendGrid