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.
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.
Relevance AI gives you access to a wide variety of Donately tools within your automated workflows and AI Agents.
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)
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.
Best Practices for Non-Technical Users
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.
