Donately + Relatel Integration

Integrate Donately to Relatel in one click, or tell Integrately AI how you want each donation handled. Track new donations, update employee groups, adjust call settings, and manage subscriptions automatically.

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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
  • Relatel
    Call is created in Relatel
Arrow Right
2.
  • Donately
    Get donation by ID in Donately
  • Donately
    Get fundraiser by ID in Donately
  • Relatel
    Update do not disturb in Relatel
  • Relatel
    Add employee in to group in Relatel
  • Relatel
    Change outgoing number for calls in Relatel
  • Relatel
    Remove employee from group in Relatel

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Ready WorkflowsReady Workflows   for Donately + Relatel Integration

Capture donations, update employee groups, adjust call settings, 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 Donately + Relatel flow

Sync your fundraising data with finance, marketing, and communication tools to streamline operations. Pick a combination and activate it in one click.

Donately
Relatel
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
TwilioTwilio (4)
D
R
S
When a donation is created in Donately, update the do not disturb status in Relatel and create a customer in Stripe.
New Donately donations update your Relatel do not disturb settings and create a corresponding customer in Stripe instantly.
D
R
S
When a fundraiser is created in Donately, add the employee to a group in Relatel and create a charge in Stripe.
New Donately fundraisers add the relevant employee to a Relatel group and generate a charge in Stripe.
D
R
S
When a campaign is created in Donately, change the outgoing call number in Relatel and create an invoice in Stripe.
New Donately campaigns update your Relatel outgoing number and generate an invoice in Stripe.
R
D
S
When a call is created in Relatel, get the donation by ID in Donately and create a customer in Stripe.
Relatel calls fetch the matching Donately donation details and create a customer in Stripe.

Supported triggers and actions for Donately and Relatel

Mix and match to build the exact automation you need

Donately
Donately Triggers & Actions
Donation is created in Donately
Triggers the automation when donation is made
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Fundraiser is created in Donately
Triggers the automation when a new fundraiser event is created
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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 →
Relatel
Relatel Triggers & Actions
Call is created in Relatel
Triggers the automation when a new call is made
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Update do not disturb in Relatel
Updates the 'do-not-disturb' status
Try it →
Add employee in to group in Relatel
Adds employee to particular group within the organization
Try it →
Change outgoing number for calls in Relatel
Updates the caller id for outgoing calls
Try it →
Remove employee from group in Relatel
Removes an employee from a group
Try it →

What can you automate with Donately + Relatel?

Streamline your fundraising and communication workflows with powerful automation built for Donately and Relatel.

What you can automate?
🎯
Sync donations with telephony updates
Trigger Relatel changes instantly whenever a new donation or fundraiser is created in Donately, keeping your communication tools perfectly aligned with fundraising events.
📋
Capture every submitted donor field
Map all available Donately submission details into your destination spreadsheets or CRM records instead of just basic contact information.
🔔
Notify your team as events happen
Send instant alerts to your team channels or messaging apps the moment a new donation or call comes in, ensuring rapid follow-up.
🔀
Route records based on submitted data
Perform different actions or assign specific employee groups in Relatel depending on the specific campaign or donation amount submitted.
🔄
Keep records updated across systems
Automatically update contact profiles and call preferences in your connected tools whenever changes occur in Donately or Relatel.
Add or update without duplicates
Look up existing records before creating new ones, preventing duplicate entries in your databases and spreadsheets.
📞
Handle call and donation status events
Respond to newly created calls or completed donations by triggering follow-up actions across your entire software stack.
🌐
Extend your workflow to third-party apps
Connect Donately and Relatel with tools like Slack, Google Sheets, or HubSpot to build comprehensive multi-step automation pipelines.
And much more...

Who is Donately + Relatel integration for?

Connecting Donately and Relatel helps fundraising and communication teams keep donor data and telephony services perfectly aligned without manual effort.

Finance managers
Finance managers
Support leads
Support leads
Client success reps
Client success reps
Campaign coordinators
Campaign coordinators
Telephony admins
Telephony admins
Donor relations officers
Donor relations officers
📈
Finance managers
You're tracking donation revenues across multiple platforms but your reports only update when someone manually checks records, so your financial summaries are always delayed — this integration means every new donation updates your financial systems instantly and your data stays current.
Support leads
You need to act fast when important donors call in, but your team lacks immediate access to contribution history, so customer interactions are delayed — connecting these apps means every call instantly fetches donor details and your response times improve.
📋
Client success reps
You answer to stakeholders who want to see campaign progress immediately, but manually compiling call logs and donation tallies creates reporting gaps — automating both apps means every record syncs across your systems and stakeholders get accurate progress reports.
🔄
Campaign coordinators
The volume of incoming donations and call routing updates is too high for anyone to keep up by hand, leading to missed group assignments — this integration means every new campaign updates your telephony rules automatically and your workflow runs smoothly.
👥
Telephony admins
You own the call routing setup and depend on fundraisers to hand over new campaign details before you can update employee groups, causing operational bottlenecks — with this integration, every new fundraiser updates your Relatel groups automatically.
🗂️
Donor relations officers
You need a reliable history of all contributor interactions and phone logs, but keeping spreadsheets updated alongside fundraising platforms leaves frequent gaps — automating both apps means every interaction is logged without manual copying.
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 Donately + Relatel

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

1,500+ apps connected
1,500+ apps connected
Connect Donately + Relatel 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Donately to Relatel?
Frequently Asked Questions
You can connect Donately to Relatel in 1 click using ready-made templates or ask Integrately AI to build the workflow for you. Once connected, your fundraising data flows smoothly alongside tools like Slack, Google Sheets, and HubSpot.
Can I update Relatel employee groups automatically when a donation is created in Donately?
Frequently Asked Questions
Can I connect Donately, Relatel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Donately and Relatel?
Frequently Asked Questions
How are donations retrieved from Donately in an automation?
Frequently Asked Questions
Can I manage do not disturb settings in Relatel through Donately triggers?
Frequently Asked Questions
Do I need coding skills to automate Donately and Relatel?
Frequently Asked Questions
Is the Donately and Relatel 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.

Want to automate something else in your workflow?

You Can Also Connect Donately or Relatel With 1500+ Other Apps

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