Integrations

Supercharge Raisely with Relevance AI

Raisely is a platform designed for managing fundraising campaigns and donor information efficiently. By integrating with Relevance AI, you can elevate your fundraising efforts with AI-driven insights and automation capabilities.

Give your AI Agents Raisely Superpowers

Raisely empowers you to manage fundraising campaigns and donor data effectively. With Relevance AI, you can leverage advanced AI Agents to automate processes, analyze data, and drive impactful decisions.

Intelligent Donor Orchestration

The AI agent analyzes donor patterns to automatically personalize engagement strategies and optimize giving potential.

Predictive Campaign Mastery

Leverages historical data to forecast campaign performance and automatically adjust strategies for maximum impact.

Proactive Retention Enhancement

Identifies at-risk donors and automatically implements targeted strategies to maintain relationships.

Tools

Equip AI Agents with the Raisely Tools they need

Relevance AI integrates seamlessly with Raisely to enhance your fundraising workflows through intelligent automation.

Raisely - Create or Update User
Creates a new user profile or updates an existing user's information in the Raisely fundraising platform, including personal details and address information
Raisely - List Donations
Retrieves a list of donations from the Raisely platform, with options to filter by specific campaigns and limit the number of results returned
Name
Raisely API Call
Description
Make an authorized request to a Raisely API
Parameters
["OAuth authentication", "Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers support", "Request body configuration", "Response handling"]
Use Case
A nonprofit organization uses the Raisely API Call to automatically sync donor information from their fundraising campaigns to their CRM system, enabling real-time tracking of donations and supporter engagement while eliminating manual data entry.

Security & Reliability

The Raisely + Relevance AI integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your fundraising campaign and donor data. Relevance AI manages API operations (such as creating users, listing donations, and making custom API calls) in the background—eliminating concerns about errors, formatting, or rate limits.

With built-in validation and type conversion, your workflows will operate seamlessly, even when dealing with varying data formats. This integration streamlines donor management, enhances campaign analytics, and provides custom API functionality to optimize your fundraising efforts.

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.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Raisely + Relevance AI integration without writing code:
  • Start with a clean Raisely campaign: Use clear naming conventions and consistent data formats for donor information.
  • Utilize pre-built workflows: Relevance AI provides templates for managing users, tracking donations, and generating reports—perfect for quick setup.
  • Connect securely: Ensure you have the correct OAuth credentials and permissions set up for your Raisely account during integration.
  • Test API calls: Use test data to validate API requests and responses before implementing them in a live environment.
  • Monitor API usage: Be mindful of rate limits and implement request throttling to avoid hitting API usage caps.