Connect Aplos and Arize AX

Both apps 35Aplos 16Arize AX 19

• 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
  New Project

  Triggers when a new project is created in Arize AX.

• Action
  Add dataset examples

  Append examples to an existing dataset (CLI: ax datasets append). Endpoint under /v2/datasets/{dataset_id}/examples; confirm in OpenAPI spec.

• Action
  Add prompt

  Create a prompt.

• Action
  Add prompt version

  Create a new version of a prompt (ax prompts create-version).

• Action
  Create Dataset

  Creates a new dataset in Arize AX.

• Action
  Create Experiment

  Creates a new experiment in Arize AX.

• Action
  Create Project

  Creates a new project in Arize AX.

• Action
  Delete dataset

  Delete a dataset.

• Action
  Delete experiment

  Delete an experiment.

• Action
  Delete project

  Delete a project.

• Action
  Find Dataset

  Searches for datasets in Arize AX by ID or name.

• Action
  Find Experiment

  Searches for experiments in Arize AX by ID, name, or project.

• Action
  Find Experiment Runs

  Lists runs for a given experiment in Arize AX. Runs are sorted by insertion order.

• Action
  Find Project

  Searches for projects in Arize AX by ID or name.

• Action
  Get prompt

  Retrieve a prompt by id.

• Action
  List annotation configs

  List annotation configs.

• Action
  List Dataset Examples

  Lists the examples in a dataset, each with its id and its own named values.

• Action
  Update dataset

  Update a dataset's name/description.

• Action
  Update project

  Update a project.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.