Integrations / Fundraising
Connect Donately to WhatsApp: forms by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Donately once, then ask Flann to look things up in it or get work done in it, by text or voice note. Donately holds the numbers your business runs on. With Flann you get to them from WhatsApp instead of a dashboard.
10 actions in Donately. All of them only look things up, so nothing in Donately is ever changed. You connect with your API key.
What you can ask Flann to do in Donately
Send any of these on WhatsApp, in your own words. Flann finds the right Donately action and fills in the details from the conversation.
“Look up the form in Donately.”
“Show me my campaigns in Donately.”
“Look up the person in Donately.”
What Flann can work with in Donately
Donately gives Flann 10 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Forms | look up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Donately.
| Compare | Opening DonatelyLog in, find it, do it | A fixed workflowTriggers built in advance | Donately through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about forms | By hand, screen by screen | Only the look-ups someone built | 10 look-ups, answered straight away |
| Donately records | All of them, one screen at a time | Only the ones you wire up | 8 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Donately API key, once |
YesPartlyNo
Step by step: Donately jobs you can hand to Flann
Each step below names the Donately action Flann actually runs.
Get answers about your forms
- You message Flann on WhatsApp: “What is the latest on our forms in Donately?”
- Flann runs
List FormsandGet Formin Donately and shows you what it found. - Nothing in Donately is changed: these are look-ups, so they run straight away.
Check your campaigns from WhatsApp
- You message Flann on WhatsApp: “Show me where our campaigns in Donately stand.”
- Flann runs
List Campaignsin Donately and shows you what it found. - Nothing in Donately is changed: these are look-ups, so they run straight away.
Get answers about your subscriptions
- You message Flann on WhatsApp: “What is the latest on our subscriptions in Donately?”
- Flann runs
List Subscriptionsin Donately and shows you what it found. - Nothing in Donately is changed: these are look-ups, so they run straight away.
Repetitive Donately work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Invoice the job on the way out
Today
You finish a job, head to the next one and promise yourself the invoice will go out tonight. Often it does not.
With Flann
“Invoice Hassan for the kitchen fit, materials plus labour, usual terms.”
Within Donately, Flann finds Hassan, builds the invoice from the lines you described and applies your standard payment terms. It stays a draft for now.
What you stop doing: Unbilled work stops living in your head.
Month-end tidy for your accountant
Today
Before the accountant asks, someone has to find the uncategorised transactions, missing receipts and invoices left in draft. That someone is usually you, late on the last day of the month.
With Flann
“What is still loose in Donately before I send the month to my accountant?”
Across Donately, Flann looks for uncategorised lines, expenses with no receipt, drafts never issued and anything that looks duplicated, then sends you the lot as one tidy list. Obvious fixes come with a suggestion.
What you stop doing: The accountant stops sending you the same questions every month.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Donately
- In Flann, go to Connectors and find Donately.
- Paste your Donately API key into the secure form Flann opens. You will find the key in your Donately account settings.
- From then on, message Flann on WhatsApp. It works in Donately whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Donately. You can disconnect Donately from Connectors at any time.
Ways to use Donately with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from Donately in plain words, on your phone, between customers.
Chase what is owed
Ask Flann who still owes you. It checks Donately, lists the open items and drafts a reminder for each customer.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Donately, before you answer.
Everything Flann can do in Donately
The full list of Donately actions available to Flann once you connect it.
Looks up 10
- Get Current Account
- Get Form
- Get Person
- List Campaigns
- List Donations
- List Forms
- List Fundraisers
- List People
- List Subscriptions
- List Webhooks
Changes 0
None.
More Fundraising apps Flann works with
Common questions
What can Flann do with forms in Donately?
Flann can look up forms in Donately, using 2 actions (Get Form, List Forms). All of them only look things up, so they run straight away.
How does Flann connect to Donately?
Open Connectors in Flann, choose Donately and paste your Donately API key into a secure form. You will find the key in your Donately account settings. Once it is connected, Flann can use 10 actions in Donately.
Can I use Donately from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Donately for you. You do not need to open Donately.
Which Flann plan do I need for Donately?
Any of them. Every Flann plan includes Donately and every other app.