

Invois Online + Donately Integration
Integrate Donately to Invois Online in one click, or tell Integrately AI how you want each donation handled. Fetch donation details, create clients, generate invoices, and record payments automatically.
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Ready Workflows ย for Invois Online + Donately Integration
Capture donations, create clients, generate invoices, track payments, and update records, all in just one click.
Sorry, we donโt have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Donately + Invois Online flow
Sync your donation and invoicing data with CRMs, marketing platforms, finance tools, and spreadsheets. Pick a combination and activate it in one click.


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Stripe (4)
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Mailchimp (4)
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QuickBooks Online (4)
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Slack (4)
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Google Sheets (4)
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Typeform (4)
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Create an Invois Online invoice when a donation is created in Donately, and process a customer charge in Stripe
New Donately donations instantly trigger an Invois Online invoice and a Stripe charge, removing manual billing steps.
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Get donation details by ID in Donately when an invoice is created in Invois Online, and add a customer in Stripe
Invois Online invoices pull Donately donation data automatically while setting up a new customer in Stripe.
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When an Invois Online invoice status is changed, get the donation by ID in Donately and update the payment in Stripe
Invoice status updates in Invois Online trigger a Donately data lookup and update payment records in Stripe.
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Create a client in Invois Online when a fundraiser is created in Donately, and add a payment method in Stripe
New Donately fundraisers automatically set up Invois Online clients and register payment methods in Stripe.
Supported triggers and actions for Invois Online and Donately
Mix and match to build the exact automation you need

Invois Online Triggers & Actions
Instant
Invoice is created in Invois Online
Triggers the automation when a new invoice is created
Try it โ Instant
Invoice status is changed in Invois Online
Triggers the automation when the status of an invoice is changed
Try it โ 
Donately Triggers & Actions
Fundraiser is created in Donately
Triggers the automation when a new fundraiser event is created
Try it โ What can you automate with Donately + Invois Online?
Streamline your fundraising and invoicing operations by connecting Donately events directly to Invois Online actions.
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Create Invois Online invoices from new donations
Automatically generate a new invoice in Invois Online the moment a donation is created in Donately. Eliminate manual data transfer between your fundraising platform and billing system.
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Set up client profiles from fundraisers
Capture fundraiser details in Donately and automatically create corresponding client profiles in Invois Online. Keep your customer database organized from day one.
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Alert your team on Slack for every invoice
Notify your finance or operations channel in Slack whenever an invoice is created or updated. Keep your entire team informed of incoming revenue in real time.
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Route invoices based on donation criteria
Apply conditional logic to direct specific donations to different invoice templates or billing workflows based on submitted campaign details.
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Sync status changes across platforms
Keep your records updated by automatically reflecting invoice status changes from Invois Online back into your transaction history and logs.
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Search and update existing client records
Prevent duplicate entries by searching for existing client records in Invois Online and updating them with fresh donation details instead of creating new profiles.
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Record payments and track income
Automatically log payments against invoices in Invois Online when donations settle, keeping your dashboard income tracking accurate and up to date.
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Extend workflows with connected apps
Connect your Donately and Invois Online flow with tools like Google Sheets or Mailchimp to update spreadsheets and add subscribers simultaneously.
And much more...
Who is Donately + Invois Online integration for?
Nonprofit leaders, finance managers, and fundraising coordinators eliminate manual data entry between donation collection and invoicing.
Nonprofit finance managers
Fundraising directors
Board treasurers
Campaign coordinators
Billing specialists
Donor relations officers
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Nonprofit finance managers
You're reconciling fundraising revenue with your billing ledger but manual exports leave your financial reports lagging behind actual contributions โ this integration means every new donation creates an invoice instantly and your books stay current.
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Fundraising directors
You need to track campaign revenue immediately as gifts arrive, but manual data transfers mean you find out about milestone achievements too late โ connecting these apps means every donation triggers client and invoice creation automatically.
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Board treasurers
You answer to stakeholders who want accurate financial progress reports, but scattered data between fundraising and invoicing tools creates reporting gaps โ automating both apps means your financial history remains complete and transparent.
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Campaign coordinators
The donation volume during peak fundraising drives is too high for anyone to keep up with manual billing entry, leading to missed client records โ this integration means high-volume contributions generate invoices and client profiles without delay.
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Billing specialists
You own the invoicing process and depend on donors completing contributions upstream before you can issue bills, causing workflow bottlenecks โ with this integration, every new donation initiates your billing pipeline right away.
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Donor relations officers
You need a reliable history of every contributor's financial interactions, but manual record-keeping keeps resulting in missing profile data โ connecting these apps means every donation and invoice is logged accurately across systems.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Invois Online + Donately
Build and manage your Invois Online + Donately automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Invois Online + Donately with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Invois Online + Donately Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Donately to Invois Online?
You can connect Donately to Invois Online easily using 1-click automation setup on Integrately. With 42,000+ active users, you can select a ready template or ask Integrately AI to build your workflow instantly along with apps like Slack, Stripe, and Google Sheets.
Can I automatically generate an Invois Online invoice when a donation is created in Donately?
Can I connect Donately, Invois Online, and Slack?
What is a good Zapier alternative for Donately and Invois Online?
How does Donately data transfer to Invois Online?
Can I update Invois Online invoice statuses automatically?
Do I need coding skills to automate Donately and Invois Online?
Is the Donately and Invois Online integration free?
Didn't find the answer you were looking for?
No worries โ just send us a message and weโll get back to you as soon as possible.
Want to automate something else in your workflow?
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