How to integrate Donately

Created by Maja Bradonjic, Modified on Tue, 25 Jul 2023 at 04:05 PM by Ivana B

TABLE OF CONTENTS




Description


Donately is trusted by organizations of all sizes to improve their donation experience and grow online revenue at a great value. Our top features include custom donation forms that can be embedded into your site, beautiful donation pages, text messaging, donor mgmt, recurring donations, automatic donation receipts, & robust integrations.




Entities


SourceTarget
Send AccountsAdd Campaigns
Send DonationsAdd People
Send CampaignsAdd Fundraisers
Send Fundraisers
Send People


Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a trigger task.




Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.Selecting the Donately integration


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.Naming the Integration

Step 3.


You will be prompted for the Username (Token) and Password (not required).Inserting the Username and Password

Step 4.


Use you token for the username. Password is not required.  You can find your token by signing into Donately and visiting the API Integrations page.

 

 

Selecting the Authorization panel and obtaining the credentials



Donately is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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