Own supporter relationships
Connect
SPIRITT
DonatelyDonately
Make donor care a working system
Build donor stewardship, campaign oversight, and finance reconciliation from your Donately account. Give SPIRITT the outcome and put your connected account to work.
What you can do with Donately.
Know the giving context
Connect donor records, donations, campaigns, and recurring subscriptions in one working view.
Carry care into action
Route supporter follow-ups to your CRM and email with the right campaign and donation context.
Keep finance grounded
Reconcile recorded gifts and recurring giving without treating a report as a payment action.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for your Donately workflows, connected apps, and finished outcomes.
02
Connect Donately
Connect Donately and select the account and records your agent should work with.
03
Hand over a mission
Describe the result, scope, and handoffs. SPIRITT builds the workflow and follows the work through.
Hand over a mission.
Choose a mission. Make it yours.
Put Donately to work.
Make donor care a working system
Questions
Donately, with SPIRITT.
01What can SPIRITT do with Donately?+
Build donor stewardship, campaign oversight, and finance reconciliation from your Donately account. Connect donor records, donations, campaigns, and recurring subscriptions in one working view. Route supporter follow-ups to your CRM and email with the right campaign and donation context.
02Can SPIRITT build an app around Donately?+
Yes. Ask it to "build a donor stewardship desk". Build a restricted Donately stewardship app joining donors, donations, campaigns, and recurring subscriptions. Match supporters to Salesforce owners, create specific follow-up tasks, and refresh source records so every care case has current giving context and a clear next action.
03Can SPIRITT build a donor portal from these records?+
Yes. It can build a restricted operations portal around donor and giving records, with verified identity mapping and source references. Public campaign views use only approved aggregate data, never unrestricted donor details.
04How does Donately work with my other apps?+
Connect the apps your mission uses. Salesforce to own supporter relationships; Mailchimp to reach consented donor cohorts; Gmail to send personal donor care. SPIRITT carries the handoff through and checks the result in the destination.
05What should I know about the Donately connection?+
Donately provides account, donor, donation, campaign, form, fundraiser, subscription, and webhook reads. CRM updates, messages, and operational apps run through separate connections; this connection does not create campaigns, charge donors, or alter subscriptions.
06How do I get started with Donately?+
Open a SPIRITT workspace, connect Donately, and name the target records and desired outcome. Start with "Build a donor stewardship desk" or bring your own mission. Set the scope for changes and external actions, then let your agent run the work.