Appeal progress check
Sarah Chen, fundraising manager at Northwind, asked how the winter appeal was doing. Memtro read the campaign's goal and amount raised, and listed the fundraising pages that had raised the most.
Raisely + Memtro
How far is our appeal from its goal, and which regular gifts are failing?
Raisely shows you campaigns with goals and totals, donations by campaign, page, supporter or status, and supporters. It reads fundraising pages with totals and donor counts, regular gifts, interactions, interaction categories and tags. When asked and granted, it can create or update supporters, log interactions, and tag or untag records. It can also record, edit or delete offline donations, and email donation receipts. Raisely can tell Memtro as it happens when a donation is made or a regular gift fails, and a job can start on it. Memtro never reads supporters' emails, phone numbers, addresses or card details.
In Memtro
What you can do with Raisely in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Raisely tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists campaigns with goal, amount raised and percent of goal.
- 02Lists donations by campaign, fundraising page, supporter or status, and regular gifts with their next payment date.
- 03Reads supporters, fundraising pages with totals and donor counts, interactions and tags.
- 04When asked and granted, creates or updates a supporter, logs an interaction visible to admins, or tags and untags records.
- 05When asked and granted, records, edits or deletes an offline donation, or emails a receipt to the donor outside the organisation.
- 06With events on, a donation made, a regular gift failing or a fundraising page created in Raisely can start a job.
Acts when asked
When you ask it to
These tools change something in Raisely. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a supporter, or update the one with that email
- 02Update a supporter
- 03Log an interaction on a supporter
- 04Tag records
- 05Remove a tag from a record
- 06Record an offline donation
- 07Edit a donation's donor details or message
- 08Delete an offline donation
- 09Email a donation receipt to the donor
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Raisely for you. Each event can start a job, with the event as its input, and can be remembered where you choose. Raisely sends a secret with every delivery, and one without it is refused.
Events and webhooks- 01A donation was made, or an offline donation added
- 02An online donation was charged
- 03A donation was updated
- 04A donation was refunded
- 05An offline donation was deleted
- 06A regular gift was set up
- 07A regular gift's first donation was charged
- 08A regular gift charged again
- 09A regular gift's charge is failing
- 10A regular gift failed for good
- 11A regular gift was paused
- 12A regular gift was resumed
- 13A regular gift was cancelled
- 14A supporter signed up or was created
- 15A supporter was updated
- 16A fundraising page was created
- 17A fundraising page was updated
- 18A fundraising page's total changed
- 19A fundraiser joined a team
- 20An order was created
- 21An order was paid
- 22A fundraiser posted an update
- 23A badge was awarded to a fundraising page
In practice
Ask it like you would a colleague
Once Raisely is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Raisely + MemtroHow far is the spring appeal from its goal?
Which regular gifts are failing?
Which fundraising pages have raised the most on the fun run?
What donations came in yesterday?
What interactions have we logged with this supporter?
A failing regular gift
When a regular gift's charge started failing in Raisely, a job started for Dan Fletcher, supporter care lead at Acme Ltd. It read the gift and the supporter's interactions and, with the action granted, logged a note asking the team to call.
Teams
Where it fits
The teams that lean on Raisely most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Raisely is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceRaisely with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceRaisely with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceRaisely with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportRaisely with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportRaisely with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportRaisely with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatRaisely with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatRaisely with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatRaisely with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withCampaign private key
- 1
In the Raisely campaign admin open Settings, then Developers, and copy the campaign private key. It has administrator access to the campaign, with no scopes.
- 2
In Memtro open Connections → Raisely and paste the Campaign private key.
- 3
An administrator grants the donation, receipt and supporter actions by name to the teams that may use them. Events are turned on from the connection's Events tab.
- 4
Ask: how far is the spring appeal from its goal?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Raisely tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Raisely?+
Only when you ask, and only what it has been granted: create a supporter, or update the one with that email; update a supporter; log an interaction on a supporter; tag records; remove a tag from a record; record an offline donation; edit a donation's donor details or message; delete an offline donation; email a donation receipt to the donor. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Raisely connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Raisely data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Raisely?+
Campaign private key. In the Raisely campaign admin open Settings, then Developers, and copy the campaign private key. It has administrator access to the campaign, with no scopes.
Can Raisely start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Raisely for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Raisely in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.