Integrate Donately with Wealthbox CRM
Send information between Donately and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
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Create notes in Wealthbox CRM for new fundraisers in Donately
How it works
Create notes in Wealthbox CRM for new fundraisers in Donately
Donately + Wealthbox CRM
Build your own integrations between Donately and Wealthbox CRM
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Supported triggers and actions
Integrate Donately and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New campaign
Triggers when a new campaign is created
New fundraiser
Triggers when a new fundraiser is created
New donation
Triggers when a new donation is made
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
Fetch person
Fetches a person by email
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
What is Donately?
Donately provides an online platform for donation forms and fundraising pages. You can embed donation forms into your website, create landing pages, and enable one-time or recurring donations.
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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