Access NPE Consolidated

Automatically sync your website donor and transaction data.

Donorfy Integration

This article outlines how to set up the integration between Access Raise and Access Charity CRM.

Set up your Charity CRM integration

Cristiana Ghinea

Learn how to integrate with Access Charity CRM and Donorfy.

Integration configuration

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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