Docs/Integrations

Integrations

Pro plan

Connect Slack, Google, Stripe, Mercury, QuickBooks, Carta, Pulley, DocuSign, Notion, and enrichment to the tools you already use.

Integrations let Raiz’d plug into the tools you already use — so alerts land where you work, live metrics flow into your updates, and your cap table sits in the data room. Connecting an integration is a Pro-plan feature.

The integrations hub

Open Integrations in the app to see the catalog grouped by category. Each provider connects in one of two ways: an OAuth flow (you authorize Raiz’d in the provider), or an API key you paste in (for providers where you use your own key).

Available providers

  • Slack — get a Slack alert the moment a deck opens.
  • Gmail / Google Calendar / Google Drive — send and track investor email, drop meetings on your calendar, and import decks from Drive.
  • Stripe — pull live MRR into investor updates.
  • Mercury — surface real cash balance and runway.
  • QuickBooks — sync revenue and burn into the metrics dashboard.
  • Carta / Pulley — put your cap table into the data room.
  • DocuSign — route NDAs and SAFEs for qualified or multi-party signing.
  • Notion — pull docs and memos into a data room.
  • Enrichment — auto-fill an investor’s firm and role from their email.
“Needs setup”
Some OAuth providers need a configured app before they can be connected and show a “Needs setup” state until then. Key-based providers (Stripe, Mercury, Pulley) use your own key and are available immediately.

Notifications & webhooks

Beyond per-provider connections, Raiz’d can fan out events (like a deck open) to Slack, email, and your own signed outbound webhooks. Configure these under Integrations → Webhooks. Don’t see a provider you need? Use the Request an integration card to tell us.

Heads up
Provider integrations are best-effort and should be verified on first real connection. Token storage is encrypted; we never include integration tokens or webhook secrets in a data export.
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