Get Current Account
Return the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.
Donately is a fundraising platform for managing campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks.
Return the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.
Return a specific Donately donation form and its embedded configuration by form ID.
Return a specific Donately donor or contact by person ID.
List campaigns in the connected Donately account, optionally filtering by publication state, type, keyword, or fundraiser availability.
List donation records in the connected account and filter them by status, related donor or fundraising resource, payment type, or other common attributes.
List donation forms in the connected Donately account, including default-form and form configuration information returned by Donately.
List peer-to-peer fundraisers in the connected Donately account, optionally limited to one campaign.
List donors and contacts in the connected Donately account, optionally searching by keyword.
List recurring donation subscriptions in the connected Donately account.
List webhook registrations configured for the connected Donately account.
The Donately integration connects your Dench AI CRM directly to Donately, so agents can read and act on your Donately data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
10 actions are available for agents to invoke on your behalf. Every call runs through Donately's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Donately and click Connect — you'll authorize access through Donately's own sign-in flow. No API keys or code required.
Ask an agent to use Donately in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Donately integration connects your AI CRM to Donately, so AI agents can work with your Donately data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Donately integration currently exposes 10 actions, including Get Current Account, Get Form, Get Person, List Campaigns, List Donations, and List Forms. Agents invoke them on your behalf from chat or from automations.
No. You connect Donately from your Dench workspace using Donately's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Donately's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Donately connection from your workspace settings at any time.