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Integrate Donately with your AI CRM

Donately is a fundraising platform for managing campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks.

Explore Triggers and Actions

Get Current Account

Return the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.

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Get Form

Return a specific Donately donation form and its embedded configuration by form ID.

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Get Person

Return a specific Donately donor or contact by person ID.

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List Campaigns

List campaigns in the connected Donately account, optionally filtering by publication state, type, keyword, or fundraiser availability.

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List Donations

List donation records in the connected account and filter them by status, related donor or fundraising resource, payment type, or other common attributes.

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List Forms

List donation forms in the connected Donately account, including default-form and form configuration information returned by Donately.

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List Fundraisers

List peer-to-peer fundraisers in the connected Donately account, optionally limited to one campaign.

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List People

List donors and contacts in the connected Donately account, optionally searching by keyword.

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List Subscriptions

List recurring donation subscriptions in the connected Donately account.

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List Webhooks

List webhook registrations configured for the connected Donately account.

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How the Donately integration works

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.

Set up Donately in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Donately and click Connect — you'll authorize access through Donately's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Donately in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Donately integration work with Dench?

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.

What actions can AI agents perform with Donately via Dench?

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.

Do I need to write code to connect Donately to Dench?

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.

Is the Donately integration secure?

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.

Donately | Dench AI CRM