10 available actions

What your AI agent can do in Donately

Donately is a fundraising platform for managing campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Current AccountReturn the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.
  • Get FormReturn a specific Donately donation form and its embedded configuration by form ID.

Browse all 10 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 10 actionsHide actions
  • Get Current AccountReturn the Donately account associated with the connected API token, including its identity, currency, status, and billing plan.
  • Get FormReturn a specific Donately donation form and its embedded configuration by form ID.
  • Get PersonReturn a specific Donately donor or contact by person ID.
  • List CampaignsList campaigns in the connected Donately account, optionally filtering by publication state, type, keyword, or fundraiser availability.
  • List DonationsList donation records in the connected account and filter them by status, related donor or fundraising resource, payment type, or other common attributes.
  • List FormsList donation forms in the connected Donately account, including default-form and form configuration information returned by Donately.
  • List FundraisersList peer-to-peer fundraisers in the connected Donately account, optionally limited to one campaign.
  • List PeopleList donors and contacts in the connected Donately account, optionally searching by keyword.
  • List SubscriptionsList recurring donation subscriptions in the connected Donately account.
  • List WebhooksList webhook registrations configured for the connected Donately account.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Donately

How does the agent connect to Donately?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Donately?
The page above lists the 10 actions currently available through the Donately connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Donately included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Donately is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Donately to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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