Circle + Donately Integration

Integrate Circle to Donately in one click, or tell Integrately AI how you want each fundraiser handled. Track donations, update member records, notify your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Donately
    Donation is created in Donately
  • Donately
    Fundraiser is created in Donately
  • Donately
    Campaign is created in Donately
Arrow Right
2.
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle
  • Donately
    Get donation by ID in Donately
  • Donately
    Get fundraiser by ID in Donately

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Ready WorkflowsReady Workflows   for Circle + Donately Integration

Track new donations, update member details, create campaigns, notify your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Circle + Donately flow

Extend your community and fundraising workflows with email, CRM, spreadsheets, and messaging tools. Pick a combination and activate it in one click.

Circle
Donately
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
+
TypeformTypeform (3)
D
C
S
When a donation is created in Donately, invite the member in Circle and create a customer in Stripe.
Every Donately donation instantly creates a Circle member invite and sets up a customer profile in Stripe without manual data entry.
D
C
S
When a fundraiser is created in Donately, create a post in Circle and record the payment in Stripe.
New Donately fundraisers immediately publish a community post in Circle and log the transaction in Stripe.
D
C
S
When a campaign is created in Donately, add the member to a space in Circle and create a subscription in Stripe.
Donately campaigns automatically assign community space access in Circle and provision subscriptions in Stripe.

Supported triggers and actions for Circle and Donately

Mix and match to build the exact automation you need

Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
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Add member to space group in Circle
Adds a member to a space group
Try it →
Add member to space in Circle
Invites a new member to join your workspace or group
Try it →
Remove member from space in Circle
Removes a member from a designated workspace or community
Try it →
Remove member from your community in Circle
Removes selected member from your community
Try it →
Remover member from space group in Circle
Removes a member from a space group
Try it →
Get member by id in Circle
Retrieves a member's data based on their id
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Create a post in Circle
Creates a new post
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Tag a community member in Circle
Tags a community member
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Create event in Circle
Adds a new contact to the contact list
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Send direct message in Circle
Sends a private message to a recipient
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Search Member in Circle
Searches for a member with
Try it →
Untag community member in Circle
Removes tag from the community member
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Update member in Circle
Updates a member's information
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RSVP member to event in Circle
Rsvps a member to an event
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Start group chat in Circle
Starts a group chat with selected participants
Try it →
Update event in Circle
Updates event details with the latest information
Try it →
Remove member from event in Circle
Removes a member from a particular event
Try it →
Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
Try it →
Search member of space group in Circle
Searches for a member of a space group
Try it →
Create comment in Circle
Generates a new comment
Try it →
Donately
Donately Triggers & Actions
Donation is created in Donately
Triggers the automation when donation is made
Try it →
Fundraiser is created in Donately
Triggers the automation when a new fundraiser event is created
Try it →
Campaign is created in Donately
Triggers the automation when a new campaign is created
Try it →
Get donation by ID in Donately
Retrieves a donation based on its id
Try it →
Get fundraiser by ID in Donately
Retrieves a fundraiser's information by its id
Try it →

What can you automate with Circle + Donately?

Streamline your fundraising and community operations with ready-made automation workflows designed for growth.

What you can automate?
🔄
Sync donations to community membership instantly
Automatically invite new donors into your Circle community the exact moment a donation is created in Donately. Eliminate manual user provisioning and welcome supporters faster.
📋
Capture every submitted fundraising field
Map all available Donately campaign and donor answers into your community records instead of basic names and emails. Keep your member profiles detailed and actionable.
🔔
Notify your team the moment a donation arrives
Send instant alerts to your staff in Slack or via email whenever a new donation or fundraiser is created. Keep your entire organization aligned on revenue milestones.
🔀
Route members based on campaign criteria
Tag community members differently or assign them to specific spaces based on the specific Donately campaign they support. Ensure tailored experiences for every tier.
🔄
Keep member records updated across platforms
Automatically update existing member profiles in Circle whenever donor details or fundraising statuses change in Donately. Prevent outdated records from causing confusion.
🛡️
Prevent duplicate entries and accounts
Search existing member databases before creating new profiles, ensuring clean records and preventing duplicate accounts when supporters give multiple times.
📅
Handle later status changes and refunds
Trigger automated workflows when donations are refunded, subscriptions change, or fundraising campaigns close. Keep your community access rules strictly enforced.
🔌
Extend your flow to powerful supporting apps
Connect your Circle and Donately core flow with tools like Google Sheets, Mailchimp, or Stripe to handle invoicing, marketing emails, and spreadsheet logs.
And much more...

Who is Circle + Donately integration for?

Community leaders, fundraising managers, and finance teams eliminate manual data entry and keep donor and member records synchronized effortlessly.

Performance marketers
Performance marketers
Community managers
Community managers
Account coordinators
Account coordinators
Fundraising directors
Fundraising directors
Membership directors
Membership directors
Finance teams
Finance teams
📈
Performance marketers
You're reviewing campaign metrics across platforms but your community growth reports only update when someone manually exports donor data, so the conversion counts you're optimising against are always outdated — with this integration, every new donation lands in your tracking sheets instantly and your data stays current.
Community managers
You need to welcome new donors immediately, but member invites stall because staff spend hours cross-referencing payment records with community lists, so supporters wait days for access — automating both apps means every contributor receives their invitation the moment payment clears.
🤝
Account coordinators
You answer to stakeholders who want live updates on fundraising progress and community signups, but compiling manual status reports eats into your week — this integration means campaign metrics and member counts update automatically without spreadsheet juggling.
📊
Fundraising directors
The volume of incoming donations is too high for anyone to keep up by hand, leading to missed member invites and fragmented records — connecting these apps means high-volume donor onboarding runs smoothly on autopilot.
🔄
Membership directors
You own the onboarding stage and depend on payment processors to hand over donor details, but manual handoffs cause delays and friction for new supporters — automating these apps means membership setup triggers the second a donation is registered.
📁
Finance teams
You need a reliable history of all contributions and member accounts, but manual reconciliation leaves gaps and mismatched entries across platforms — with this integration, every transaction and member record matches up cleanly from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Circle + Donately

Build and manage your Circle + Donately automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Circle + Donately with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Circle to Donately?
Frequently Asked Questions
Connecting your Circle and Donately accounts takes just one click. Use the Circle and Donately integration to sync your fundraising platform with your community network instantly.
Can I automatically sync Donately donations to my Circle community?
Frequently Asked Questions
Can I connect Circle, Donately, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Donately?
Frequently Asked Questions
How does Circle handle member data during automation?
Frequently Asked Questions
How does Donately track campaign donations and fundraising data?
Frequently Asked Questions
Can I automate my Circle and Donately workflows without coding?
Frequently Asked Questions
Is the Circle and Donately integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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