Fundraise Up

· #506 most-used

Turn every donation event into instant nonprofit action

CRMAnalyticsFinanceAutomationPaymentsEmail Marketing

Fundraise Up is a donor-centric online giving platform built for nonprofits, helping organisations increase online revenue through AI-assisted checkout, recurring giving management, and donor relationship tools. Connect it to Actionist and your agents can react to new donations, update CRM records, acknowledge supporters, reconcile gift data with finance systems, and monitor recurring plan health — all triggered by real fundraising events without manual dashboard checks.

Try Fundraise Up with Actionist Visit Fundraise Up

Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate manual donation acknowledgement, daily reconciliation, CRM sync imports, recurring plan failure chasing, and weekly campaign reporting — tasks that collectively consume several staff-hours every working day.

Schedule

What your Fundraise Up agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Mon–Wed

Mon

Tue

Wed

10a

11a

12p

Multi-app workflows

Fundraise Up × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

8Apps spanned

~18 hrsSaved / week

3Personas served

For donor relations

Featured4 apps

New donor welcomed and added to CRM in minutes

When a first-time donor completes a gift, the agent searches for their email in the CRM, creates a new contact with the gift amount and campaign tagged, drafts a personalised welcome email, and queues it in Mailchimp. The donor receives a human-feeling thank-you within about a minute while the CRM is already updated before the next team member logs in.

~7 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a new donation arrives from a first-time donor

Trigger

Step 1

Fundraise Up

New Donation received

read

Step 2

Fundraise Up

Find Supporter by Email to check CRM

write

Step 3

HubSpot

Create new contact with gift and campaign tags

write

Step 4

Mailchimp

Add to new-donor welcome sequence

write

Step 5

Slack

Post gift notification to #fundraising channel

Result

Create new contact with gift and campaign tagsAdd to new-donor welcome sequencePost gift notification to #fundraising channel

The win

Saved per run

8 min

Runs / week

~50×

Every first-time donor is in the CRM and welcomed within minutes

Driven byCustomer Support Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
90 min / week
Manual major donor identification
Development officers manually scan donation records in Fundraise Up and cross-reference against CRM notes to identify new major-gift prospects — a slow, inconsistent process that misses donors who give just below the radar.
Sales Agent
0 min
Agent surfaces major donors automatically
The Sales Agent lists new donors crossing the major-gift threshold weekly, creates CRM prospect records with full giving history, and assigns stewardship tasks — no manual scanning, no missed prospects.
Marketing
80 min / week
Manual campaign progress reports
The marketing team logs into Fundraise Up daily to check campaign progress, copies figures into a spreadsheet, and posts an update to the team — a routine that takes 20 minutes every morning and still misses midday changes.
Marketing Agent
0 min
Agent posts live campaign progress automatically
The Marketing Agent lists all active campaigns, calculates progress to goal, and posts a formatted digest to Slack every Monday — the team is briefed before the planning meeting without anyone opening Fundraise Up.
Customer Support
120 min / week
Manual donor acknowledgement queue
Staff check the donation feed manually, copy donor details into an email template, and send thank-yous one by one — taking 5 minutes per donor and leaving gifts at the end of a busy day unacknowledged until the next morning.
Customer Support Agent
0 min
Agent acknowledges every donor within minutes
When a new donation arrives, the Customer Support Agent fetches the donor profile, drafts a personalised thank-you referencing the specific fund, and queues it for sending — within about a minute, automatically.
Human Resources
60 min / week
Manual employee matching follow-up
HR manually identifies which employees donated and whether they submitted a corporate match, then sends individual reminders — a process that relies on donation feed exports and cross-referencing HR system records by hand.
Human Resources Agent
0 min
Agent identifies and reminds matching-eligible staff
The HR Agent lists employee giving campaign donations, cross-references against the HR system, and queues personalised matching-submission reminders to eligible staff who have not yet submitted — every week, automatically.
Finance
225 min / week
Manual daily reconciliation
Finance exports a transaction report from Fundraise Up each morning, opens the bank statement, and manually compares totals by payment method — taking 45 minutes per day and leaving gaps over weekends.
Finance Agent
0 min
Agent reconciles transactions automatically
The Finance Agent lists all transactions for the period, compares totals against settlement records, and flags any variance in Slack — books are clean every morning before the team arrives, including weekends.
Operations
120 min / week
Manual CRM sync via batch import
Operations exports a supporter CSV from Fundraise Up weekly, cleans the data, and imports it into the CRM — a process that creates duplicate contacts, loses updates made between imports, and takes two hours each week.
Operations Agent
0 min
Agent syncs supporters continuously
The Operations Agent audits Fundraise Up supporters against the CRM weekly, identifies gaps, and queues contact creation or update for each — new supporters are in the CRM within about a minute of joining, not a week.
Legal
90 min / week
Manual tax receipt compliance review
Legal staff manually check the donation feed each week for high-value gifts, cross-reference against the receipt log, and flag any that are missing a compliant acknowledgement — a time-consuming sweep that is easy to skip under deadline pressure.
Legal Agent
0 min
Agent runs compliance sweep automatically
The Legal Agent lists all significant gifts weekly, checks each against the receipt and compliance log, and flags any gaps for same-day remediation — the audit trail is always current without manual review.

+ 100s of other Fundraise Up automations

Average time saved

79 hrs / person / month

Calculator

Calculate what your team saves

Team size

6 people

Hourly rate

$22 / hr

Hours saved / week

Hours saved / year

1,050

Annual ROI

$23,100

Based on Fundraise Up's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Fundraise Up into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Fundraise Up using your organisation's API key. Generate a key in the Fundraise Up dashboard under Settings, paste it into Actionist, and the agent gains access to your donation, supporter, and campaign data.

Open Fundraise Up Settings

Log into your Fundraise Up dashboard and go to Settings → Integrations → API.

Generate an API Key

Click Generate Key. Copy the key and store it securely — it is shown only once.

Paste into Actionist

In the Actionist Apps tab, find Fundraise Up, click Connect, paste your API key, and click Test connection.

Credentials you'll need

API Key*

Fundraise Up Dashboard → Settings → Integrations → API → Generate Key

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Fundraise Up + Actionist

How does Actionist connect to Fundraise Up?

Go to the Apps tab in Actionist, find Fundraise Up, and click Connect. Paste your Fundraise Up API key — generate one from the Fundraise Up dashboard under Settings → Integrations → API — and click Test connection. Actionist runs a read call to confirm the handshake before any actions run. The connection gives your agents access to donation, supporter, recurring plan, campaign, and transaction data.

Can Actionist trigger actions the moment a donation arrives?

Yes. The New Donation trigger fires within about a minute of a completed gift. Your agent can react by sending a personalised thank-you, creating a CRM contact, adding the donor to an email sequence, and posting to Slack — all before the donor has left the confirmation page. The same applies to New Recurring Donation, New Supporter, and the four updated-event triggers.

Can Actionist help with daily donation reconciliation?

Yes. The Finance Agent can list all transactions and donations for any date range, sum the amounts by payment method, compare them to your bank settlement figures in Google Sheets, and flag any variance in Slack before your team arrives each morning. The reconciliation runs on a schedule so the books are always current — no manual export-and-compare process needed.

How does Actionist handle recurring plan failures and cancellations?

The Updated Recurring Donation trigger fires within about a minute when a plan's status changes — including failed payments, cancellations, pauses, and upgrades. Your agent can react by queuing a card-update recovery email for a failed payment, enrolling a cancelled sustainer in a win-back sequence, or updating the recurring revenue forecast in your finance spreadsheet. Each event type can route to a different action depending on the status change.

Can Actionist sync Fundraise Up supporters to our CRM automatically?

Yes. When a new supporter is created or updated in Fundraise Up, the Operations Agent can search for the matching CRM contact by email, create a new contact if one does not exist, and update the existing record if it does. The agent can also run a weekly audit that lists all recently created or updated supporters and flags any without a CRM match — keeping the two systems in sync continuously without a nightly batch import.

Does Actionist work with Fundraise Up's peer-to-peer fundraising features?

Yes. The agent can list all fundraiser pages for a campaign, retrieve individual fundraiser details, identify inactive participants, and track top performers. Common uses include posting a daily leaderboard to Slack, queuing coaching emails to inactive fundraisers, and recognising top fundraisers with personalised messages — all without anyone on the team manually checking the Fundraise Up peer-to-peer dashboard.

Can Actionist help with nonprofit compliance and tax receipt requirements?

Yes. The Legal Agent can list all donations above the tax-receipt threshold, cross-reference each against the acknowledgement log, and flag any gift without a compliant receipt issued within the required timeframe. For refunds and disputes, the agent maintains an audit trail with full transaction details, reason codes, and timestamps that meets charity regulator requirements in most jurisdictions — available for inspection without any manual data extraction.

Can Actionist run even when my laptop is closed?

Scheduled agent tasks — such as the daily reconciliation, weekly campaign digest, and recurring plan health checks — run continuously in the cloud (requires a cloud runtime plan). Trigger-based reactions to Fundraise Up webhook events also run without your desktop app being open. Computer Use (operating apps on screen like a person) requires the desktop app to be running.