Finance & accounting
Donately for your Agent
Flow can read invoices, payments and accounts in Donately and use the figures in your bids.
It asks for your approval before it changes anything in Donately. Connect with an API key from your Donately account.
Connect Donately in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Donately.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Donately.
What Flow can do depends on what Donately offers through its API and on the access you choose.
Things to ask
Type these to Flow once Donately is connected.
- Donately
Pull our turnover for the last three years from Donately for the financial standing section.
- Donately
List unpaid Donately invoices from public buyers.
About Donately
Donately is a fundraising platform for campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks. It helps nonprofits and fundraising teams manage online giving workflows in one place.
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