Connectors / Finance · 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 processes 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.
- Eliminate manual donor data entry and reduce transcription errors
- Maintain a complete giving history for every contact in your CRM
- Let fundraising staff act on donor engagement data in real time
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.
- Cut time-to-thank from days to seconds after a gift is made
- Personalize acknowledgment messaging based on donation attributes
- Improve donor retention by sending timely, relevant communications
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.
- Reduce recurring gift churn by automating failed payment follow-ups
- Keep donor records in sync with the latest subscription status
- Reach monthly donors before they fully lapse
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.
- Give leadership up-to-date visibility into fundraising performance
- Eliminate the manual effort of compiling campaign reports
- Spot top-performing campaigns and donors faster
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.
- Remove manual bookkeeping steps from gift processing workflows
- Keep financial records in sync with Donately transaction data in real time
- Simplify month-end reconciliation and audit preparation
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.
- Convert one-time donors into recurring supporters with structured onboarding
- Make sure every new donor gets a consistent welcome experience
- Take first-gift follow-ups off your fundraising staff's plate
Build Donately Agents
Give agents secure and governed access to Donately through Agent Builder and Agent Gateway for MCP.
Look Up Donor Profiles
Data SourceAn 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.
Fetch Donation Records
Data SourceAn 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.
Retrieve Campaign Performance
Data SourceAn 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.
List Recurring Donations
Data SourceAn 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.
Query Organization Settings
Data SourceAn agent can retrieve organization-level configuration from Donately such as payment gateway details and branding settings. Handy for automated audits or onboarding validation workflows.
Create or Update Donor Records
Agent ToolAn 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.
Log a Manual Donation
Agent ToolAn 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.
Create a Fundraising Campaign
Agent ToolAn 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.
Update Campaign Details
Agent ToolAn 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.
Send Donation Acknowledgements
Agent ToolAn 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.
Cancel or Modify Recurring Plans
Agent ToolAn 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.
Ready to solve your Donately integration challenges?
See how Tray.ai makes it easy to connect, automate, and scale your workflows.
Challenges Tray.ai solves
Common obstacles when integrating Donately — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Donately to Salesforce Nonprofit Donor Sync
Donately 
Salesforce 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.
Failed Recurring Donation Alert and Re-Engagement
Donately 
Slack 
HubSpot 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.
Donately Donations to QuickBooks Online Transactions
Donately 
QuickBooks 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.
New Donor Welcome Email Sequence Enrollment
Donately 
ActiveCampaign HubSpot 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.
Donately Campaign Report to Google Sheets Dashboard
Donately 
Google Sheets Runs on a schedule to pull donation totals by campaign from Donately and append summarized data to a Google Sheet for executive fundraising dashboards.
Peer-to-Peer Fundraiser Milestone Notification
Donately Slack 
SendGrid Monitors Donately fundraiser pages and sends a congratulatory email and Slack notification when a fundraiser crosses a defined giving milestone.
How Tray.ai makes this work
Donately plugs into the whole Tray.ai platform
Intelligent iPaaS
Integrate and automate across 700+ connectors with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Donately — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Donately actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Related integrations
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