# Connect Docamatic and Raisely When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Get user** in [Raisely](https://apiant.ai/connections/raisely), or **New Campaign** in Raisely to **Delete a Document** in Docamatic. Describe the whole flow and it is built, tested on every scenario and kept running. Docamatic **1** trigger Docamatic **7** actions Raisely **3** triggers Raisely **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Docamatic and Raisely to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Docamatic and Raisely can do together ### From Docamatic to Raisely - When **New Document** in Docamatic then **Get user** in Raisely - When **New Document** in Docamatic then **Update campaign** in Raisely ### From Raisely to Docamatic - When **New Campaign** in Raisely then **Delete a Document** in Docamatic - When **New Interaction** in Raisely then **Convert URL or HTML to Image** in Docamatic Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Docamatic and Raisely ## Triggers and actions 4 triggers · 16 actions - Trigger **New Document** Triggers when a new document is created. - Action **Convert URL or HTML to Image** Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale. - Action **Convert URL or HTML to PDF** Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS. - Action **Delete a Document** Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created. - Action **Generate a PDF From a Template** Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image. - Action **Merge PDFs** Joins several PDF documents into one, in the order given, and returns the combined PDF. - Action **Password Protect PDF** Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy. - Action **Write to an Existing PDF** Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF. - Trigger **New Campaign** Triggers when a new campaign is created in your Raisely organisation. - Trigger **New Interaction** Triggers when a new interaction is recorded against a person in Raisely. - Trigger **New Person** Triggers when a new person (supporter) is added to your Raisely organisation. - Action **Get campaign** Returns a Raisely campaign, including its settings and custom public fields, by its path or UUID. - Action **Get donation** Returns a single donation by its unique ID, including its amount, donor and any custom fields. - Action **Get profile** Returns a fundraising profile (individual or team page), including its goal, totals and custom fields. - Action **Get user** Returns a Raisely user (a person with access to your organisation's admin) by their unique ID. - Action **List campaigns** Returns the campaigns in your Raisely account, newest first, optionally filtered by search text, path, mode or status. - Action **List donations** Returns the donations in your Raisely organisation, optionally narrowed to one campaign or by search text. - Action **Update campaign** Updates an existing Raisely campaign's name, description or fundraising goal. Fields left blank are not changed. - Action **Update donation** Updates an existing donation's donor details and message in Raisely. - Action **Update profile** Updates a fundraising profile's name, description, goal or photo, and returns the updated profile. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Raisely** Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.](https://apiant.ai/connections/raisely) Reviews ## What our customers say ## More from Docamatic - [ **Docamatic to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/docamatic-to-pixabay) - [ **Docamatic to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docamatic-to-hubspot) - [ **Docamatic to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docamatic-to-salesforce) - [ **Docamatic to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docamatic-to-slack) - [ **Docamatic to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docamatic-to-gmail) - [ **Docamatic to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docamatic-to-google-calendar) ## More into Raisely - [ **HubSpot to Raisely** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-raisely) - [ **Google Sheets to Raisely** Google Sheets](https://apiant.ai/connect/google-sheets-to-raisely) - [ **Gmail to Raisely** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-raisely) - [ **Google Calendar to Raisely** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-raisely) - [ **Google Drive to Raisely** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-raisely) - [ **Mailchimp to Raisely** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-raisely) Questions ## Docamatic and Raisely, answered ### ### What can start an automation from Docamatic? Any of Docamatic's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Raisely when something happens in Docamatic? Any of Raisely's 9 actions, including Update campaign, Update donation, Update profile and Get campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Raisely to Docamatic? Yes. When something happens in Raisely, your agent can act in Docamatic too. This page covers both directions: Raisely's triggers and Docamatic's actions are listed here as well. ### ### Do I have to build a connector for Docamatic or Raisely? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.