Docs/Integrations

Integrations

Pro plan

Connect Slack, Google, Stripe, Mercury, QuickBooks, 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).

Guided setup pages

Every integration has its own setup page — click a provider in the hub (or its Set up → link) to open it. Each page walks you through it step by step:

  1. 1
    See what you’ll get
    A plain-language list of what connecting that tool unlocks.
  2. 2
    Follow the numbered steps
    For key-based providers (Slack, Stripe, Mercury) the page shows exactly where to find the key in that tool, with a deep link to the right settings screen. For OAuth providers, one button takes you to the provider’s secure authorization — no passwords are ever stored.
  3. 3
    Connect — and disconnect anytime
    Paste the key or authorize, and the page shows a Connected status. You can disconnect from the same page whenever you like.

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.
  • 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.
“Set up” vs ready to connect
Some OAuth providers need a configured app on our side before they can be connected; their card shows a Set up → link that opens the guided page explaining what’s needed. Key-based providers (Stripe, Mercury) 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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