Connect Docugami and Raisely
Integrate Docugami with Raisely to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Docugami + Raisely flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
Choose an action
Raisely
Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
Create a docset in Docugami when New Campaign in Raisely
Use this flowCreate a project in Docugami when New Campaign in Raisely
Use this flowPublish a project in Docugami when New Campaign in Raisely
Use this flowCreate a docset in Docugami when New Profile in Raisely
Use this flowCreate a project in Docugami when New Profile in Raisely
Use this flowPublish a project in Docugami when New Profile in Raisely
Use this flowCreate a docset in Docugami when Profile Updated in Raisely
Use this flowCreate a project in Docugami when Profile Updated in Raisely
Use this flowPublish a project in Docugami when Profile Updated in Raisely
Use this flowCreate a docset in Docugami when New Online Donation in Raisely
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and Raisely.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
New Campaign
Triggers when a new fundraising campaign is created.
New Profile
Triggers when a profile is created within a fundraising campaign.
Profile Updated
Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
New Online Donation
Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
List All Campaigns
Retrieve the list of all campaigns
List All Donations
Retrieve the list of all donations
List All Exercise logs
Retrieve the list of all exercise logs
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn more
About Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docugami and Raisely accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docugami and Raisely as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Raisely. No coding required.
Yes. You can set up a workflow where Docugami triggers actions in Raisely, and a separate workflow where Raisely triggers actions in Docugami. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docugami and Raisely. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami and Raisely integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
