+Beyond-Bot.ai + Donately
Donately is a fundraising platform for managing campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Donately.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Donately.
Trigger Workflows
Start automated workflows in Donately based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Donately.
Get Current Account
Return the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.
Get Form
Return a specific Donately donation form and its embedded configuration by form ID.
Get Person
Return a specific Donately donor or contact by person ID.
List Campaigns
List campaigns in the connected Donately account, optionally filtering by publication state, type, keyword, or fundraiser availability.
List Donations
List donation records in the connected account and filter them by status, related donor or fundraising resource, payment type, or other common attributes.
List Forms
List donation forms in the connected Donately account, including default-form and form configuration information returned by Donately.
List Fundraisers
List peer-to-peer fundraisers in the connected Donately account, optionally limited to one campaign.
List People
List donors and contacts in the connected Donately account, optionally searching by keyword.
List Subscriptions
List recurring donation subscriptions in the connected Donately account.
List Webhooks
List webhook registrations configured for the connected Donately account.