Connect Docugami and Raisely to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
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
Ready to use Docugami and Raisely automations
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Actions and Triggers
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
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Frequently Asked Questions
To start, connect both your Docugami and Raisely accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Raisely (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Raisely. This includes choosing which data fields go into which fields of Raisely, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Raisely typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and Raisely. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
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