--- title: "Connect Aplos and Apptoto - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Create or Update Contact\" in Apptoto." canonical: "https://apiant.ai/connect/aplos-to-apptoto" --- # Connect Aplos and Apptoto When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Create or Update Contact** in [Apptoto](https://apiant.ai/connections/apptoto), or **Participant Reminder State Changed** in Apptoto to **Find contacts** in Aplos. Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Apptoto **1** trigger Apptoto **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Aplos and Apptoto to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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 Aplos and Apptoto can do together ### From Aplos to Apptoto - When **New contact** in Aplos then **Create or Update Contact** in Apptoto - When **New contribution** in Aplos then **Find a Contact** in Apptoto ### From Apptoto to Aplos - When **Participant Reminder State Changed** in Apptoto then **Find contacts** in Aplos - When **Participant Reminder State Changed** in Apptoto then **Get contact** in Aplos 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 Aplos and Apptoto ## Triggers and actions 4 triggers · 23 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **New contribution** Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - Trigger **Participant Reminder State Changed** Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.) - Action **Add opt-out list entry** Add entry to opt-in/opt-out list. - Action **Create or Update Contact** Creates or updates a contact in Apptoto - Action **Create or Update Event** Creates or updates an event in Apptoto - Action **Find a Contact** Returns the contacts that match the specified search query. - Action **Find an Event** Search for event in Apptoto - Action **List calendars** List calendars. - Action **List opt-out list entries** Returns the phone numbers or email addresses on one of your Apptoto opt-out or opt-in lists. - Action **Remove Contact** Removes a contact in Apptoto - Action **Remove Event** Removes an event in Apptoto - Action **Update event state** Mark an event (e.g. confirmed/cancelled). ## Each app on its own - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **Apptoto** For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online...](https://apiant.ai/connections/apptoto) Reviews ## What our customers say ## More from Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/aplos-to-jotform) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) ## More into Apptoto - [ **ActiveCampaign to Apptoto** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-apptoto) - [ **Airtable to Apptoto** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-apptoto) - [ **2Chat to Apptoto** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-apptoto) - [ **3Scribe to Apptoto** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-apptoto) - [ **5pm to Apptoto** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-apptoto) - [ **Abyssale to Apptoto** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-apptoto) Questions ## Aplos and Apptoto, answered ### ### What can start an automation from Aplos? Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Apptoto when something happens in Aplos? Any of Apptoto's 10 actions, including Create or Update Contact, Create or Update Event, Update event state and Add opt-out list entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Apptoto to Aplos? Yes. When something happens in Apptoto, your agent can act in Aplos too. This page covers both directions: Apptoto's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or Apptoto? 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. ### ### Can my AI client use Aplos and Apptoto without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.