Connect Raisely to Modern Treasury

Both apps 26Raisely 12Modern Treasury 14

• Trigger
  New Campaign

  Triggers when a new campaign is created in your Raisely organisation.

• Trigger
  New Interaction

  Triggers when a new interaction is recorded against a person in Raisely.

• Trigger
  New Person

  Triggers when a new person (supporter) is added to your Raisely organisation.

• Action
  Get campaign

  Returns a Raisely campaign, including its settings and custom public fields, by its path or UUID.

• Action
  Get donation

  Returns a single donation by its unique ID, including its amount, donor and any custom fields.

• Action
  Get profile

  Returns a fundraising profile (individual or team page), including its goal, totals and custom fields.

• Action
  Get user

  Returns a Raisely user (a person with access to your organisation's admin) by their unique ID.

• Action
  List campaigns

  Returns the campaigns in your Raisely account, newest first, optionally filtered by search text, path, mode or status.

• Action
  List donations

  Returns the donations in your Raisely organisation, optionally narrowed to one campaign or by search text.

• Action
  Update campaign

  Updates an existing Raisely campaign's name, description or fundraising goal. Fields left blank are not changed.

• Action
  Update donation

  Updates an existing donation's donor details and message in Raisely.

• Action
  Update profile

  Updates a fundraising profile's name, description, goal or photo, and returns the updated profile.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.