--- title: "Connect Aplos and GoSquared - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Track Event\" in GoSquared, or \"User Entered Smart Group\" in GoSquared to \"Find contacts\" in Aplos." canonical: "https://apiant.ai/connect/aplos-to-gosquared" --- # Connect Aplos and GoSquared When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Track Event** in [GoSquared](https://apiant.ai/connections/gosquared), or **User Entered Smart Group** in GoSquared 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 GoSquared **2** triggers GoSquared **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 GoSquared 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 GoSquared can do together ### From Aplos to GoSquared - When **New contact** in Aplos then **Track Event** in GoSquared - When **New contribution** in Aplos then **Add transaction** in GoSquared ### From GoSquared to Aplos - When **User Entered Smart Group** in GoSquared then **Find contacts** in Aplos - When **User Exited Smart Group** in GoSquared 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 GoSquared ## Triggers and actions 5 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 **User Entered Smart Group** Triggers when a user enters a specific Smart Group. - Trigger **User Exited Smart Group** Triggers when a user exits a specific Smart Group. - Action **Add transaction** Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor. - Action **Create or Update Profile** Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties. - Action **Get now overview** Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages. - Action **Get person** Returns a single People CRM profile with all the properties set on it. - Action **List chats** Returns the active live chat conversations for a GoSquared project. - Action **List people** Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted. - Action **List sites** Returns all GoSquared projects/sites the account owns or has shared access to. - Action **List smart groups** Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies. - Action **Track Event** Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor. - Action **Track Pageview** Records a pageview for a visitor on a page of your GoSquared project. ## 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) - [ **GoSquared** GoSquared is a customer analytics platform that brings together all your customer information in one place.](https://apiant.ai/connections/gosquared) 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 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) - [ **Aplos to Beanstalk** Beanstalk is a code hosting and deployment workflow tool for Git and Subversion.](https://apiant.ai/connect/aplos-to-beanstalk) ## More into GoSquared - [ **Google Sheets to GoSquared** Google Sheets](https://apiant.ai/connect/google-sheets-to-gosquared) - [ **Gmail to GoSquared** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gosquared) - [ **Google Calendar to GoSquared** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gosquared) - [ **Google Drive to GoSquared** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gosquared) - [ **ActiveCampaign to GoSquared** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gosquared) - [ **Airtable to GoSquared** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-gosquared) Questions ## Aplos and GoSquared, 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 GoSquared when something happens in Aplos? Any of GoSquared's 10 actions, including Create or Update Profile, Add transaction, Get now overview and Get person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GoSquared to Aplos? Yes. When something happens in GoSquared, your agent can act in Aplos too. This page covers both directions: GoSquared's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or GoSquared? 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 GoSquared 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.