Connect AlgoDocs and Raisely to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate AlgoDocs with Raisely - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Extracted Data Available" from AlgoDocs.

Add your action

An action happens after the trigger—such as "Add an Interaction" in Raisely.

You’re connected!

Zapier seamlessly connects AlgoDocs and Raisely, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Folder
  Required
- Document Extractor
  Required
Trigger
Polling
Try It
- Folder
  Required
- Extractor
  Required
- Filename
  Required
- File
  Required
Action
Write
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It

- Tag
  Required
- Person
  Required
Action
Write
- Unsubscribed
Action
Write

- Email Address
  Required
Action
Search

- Folder
  Required
- Document Extractor
  Required
Trigger
Polling
Try It
New Campaign
Triggers when a new fundraising campaign is created.
Trigger
Polling
Try It
New Interaction
Triggers when a new custom interaction is created on a person in Raisely CRM.
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Person
  Required
- Interaction Category
  Required
- Notes
- Pinned
Action
Write
- Campaign
  Required
- Profile
  Required
- Amount
  Required
- Currency
  Required
- Date
Action
Write
- Person
  Required
- Tag
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AlgoDocs and Raisely to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AlgoDocs to Raisely integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AlgoDocs

AlgoDocs extracts data from PDF, Word and image files by converting them into structured data in a format you need. With AlgoDocs you can extract specific fields (e.g. Account Number, Date, Order Number, etc.) or data from tables of any complexity from your documents.

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Related categories

Documents

About Raisely

Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.

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