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Integrations

Supercharge Donately with Relevance AI

Donately is a leading donation management platform that helps organizations maximize their fundraising potential through online giving and donor management tools.

Supercharge your fundraising efforts with AI Agents that can analyze donor behavior, automate engagement, and optimize campaign performance.

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Give your AI Agents Donately Superpowers

Donately streamlines donation management and fundraising campaigns. Relevance AI enhances this with intelligent AI Agents that can automate donor engagement, personalize communications, and optimize fundraising strategies at scale.

Dynamic Engagement Orchestration

The agent automates personalized donor interactions, enhancing engagement and satisfaction.

Real-Time Insight Generation

The agent analyzes fundraising data instantly, providing actionable insights for strategy adjustments.

Automated Impact Reporting

The agent generates personalized impact reports for donors, showcasing the effects of their contributions.

Tools

Equip AI Agents with the Donately Tools they need

Relevance AI gives you access to a wide variety of Donately tools within your automated workflows and AI Agents.

Pre-Built Donately Tool Steps
Donately API Tool Steps
donately - Compress PDF
A tool for compressing PDF files by providing a URL to the source PDF and specifying the output filename, helping reduce file sizes while maintaining document quality
donately - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
donately - Read Barcode
A utility for extracting and interpreting barcode data from images by processing an image URL containing QR codes or other barcode formats
Name
donately API Call
Description
Make an authorized request to a donately API
Parameters
["OAuth Authentication", "Multiple HTTP Methods (GET, POST, PUT, DELETE, PATCH)", "Custom Headers", "Request Body Support", "Response Status Tracking"]
Use Case
A software development team uses donately API Call to automate their deployment process by making authenticated API requests to trigger builds and updates across their infrastructure. This integration streamlines their CI/CD pipeline by enabling secure, programmatic access to their development resources.
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Quick Start

Connect Donately to Relevance AI in minutes

What you’ll need

You don't need to be a developer to set up this integration. Follow this simple guide to get started:

  • A Donately account
  • A Relevance AI account with access to your project settings
  • Authorization (connect securely via OAuth—no manual credential entry needed)
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STEP 1

Open Relevance AI

Navigate to the "Integrations" section in your Relevance AI dashboard and locate the Donately integration option to begin the connection process.

STEP 2

Connect Your Donately Account

A secure OAuth popup window will appear requesting authorization. Log in to your Donately account to grant Relevance AI permission to access your donation data and campaign management features.

STEP 3

Create a new tool

From the home page go to create a new tool. You can either use the Invent function or build from scratch.

STEP 4

Add Donately as a Step

Select Donately from the available tools list. Configure your API call by choosing the desired HTTP method (GET, POST, PUT, DELETE, or PATCH) and specify the relative path for accessing Donately's donation management features.

Security & Reliability

The integration uses secure OAuth authentication, ensuring only authorized workflows access your Donately donation data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about authorization headers, request formatting, or rate limits.

Built-in validation and response handling ensure your donation workflows run smoothly, even when processing various transaction types.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

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Best Practices for Non-Technical Users

Build your own Relevance AI Integration

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To get the most out of the Donately + Relevance AI integration without writing code:
  • Configure OAuth properly: Ensure correct authorization settings and permission scopes are set.
  • Structure API requests: Use appropriate HTTP methods and maintain consistent endpoint paths.
  • Handle donations carefully: Double-check transaction endpoints and validate payment data.
  • Monitor responses: Track API response status codes and handle errors appropriately.
  • Respect API limits: Implement proper request timing and avoid excessive API calls.

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Build your first AI agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

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