# Donately integrations

> Connect Donately to your CRM, email platform, and data tools to clean up donor management, gift processing, and campaign reporting.

**Canonical page:** https://tray.ai/connectors/donately-integrations/
**Categories:** Finance
**Documentation:** https://tray.ai/documentation/connectors/service/donately

## Overview

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.

## Use cases

### 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

### 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

### 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

### 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

### 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

### 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

### 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.

- Keep peer-to-peer fundraisers motivated with automated milestone notifications
- Maintain accurate participant and donor records across all systems
- Reduce administrative overhead for event-based fundraising campaigns

## Templates

### 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.

Connectors used: Donately, Salesforce

### 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.

Connectors used: Donately, Mailchimp, Slack, HubSpot

### 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.

Connectors used: Donately, QuickBooks

### 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.

Connectors used: Donately, ActiveCampaign, HubSpot

### 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.

Connectors used: Donately, Google Sheets

### 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.

Connectors used: Donately, Slack, SendGrid

## Challenges Tray.ai solves

### 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.

### 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.

### 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.

### 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 helps:** 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.

### 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 helps:** 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.

## Agent features

### Look Up Donor Profiles (Data Source)

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.

### Fetch Donation Records (Data Source)

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.

### Retrieve Campaign Performance (Data Source)

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.

### List Recurring Donations (Data Source)

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.

### Query Organization Settings (Data Source)

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.

### Create or Update Donor Records (Agent Tool)

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.

### Log a Manual Donation (Agent Tool)

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.

### Create a Fundraising Campaign (Agent Tool)

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.

### Update Campaign Details (Agent Tool)

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.

### Send Donation Acknowledgements (Agent Tool)

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.

### Cancel or Modify Recurring Plans (Agent Tool)

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.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
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- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
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