--- title: "Connect Aplos to Iterable - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Add email template\" in Iterable." canonical: "https://apiant.ai/connect/aplos-to-iterable" --- # Connect Aplos to Iterable When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Add email template** in [Iterable](https://apiant.ai/connections/iterable). Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Iterable **20** 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 Iterable 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 can start in Iterable - When **New contact** in Aplos then **Add email template** in Iterable - When **New contribution** in Aplos then **Send email** in Iterable 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 Iterable ## Triggers and actions 3 triggers · 33 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. - Action **Add email template** Creates an email template, or updates every email template that already has the same client template ID. - Action **Add list** Creates a new static list in Iterable and returns its id. - Action **Add user to list** Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data. - Action **Create a User** Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply. - Action **Delete catalog item** Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear. - Action **Delete list** Deletes a list from your Iterable project. - Action **Delete user** Deletes an Iterable user by email address. Deletion is processed asynchronously. - Action **Get catalog item** Returns one item from an Iterable catalog, including all of its field values. - Action **Get email template** Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata. - Action **Get user** Returns an Iterable user profile, including all its data fields, looked up by email address. - Action **List lists** Returns all lists in the Iterable project, including their id, name and list type. - Action **Remove user from list** Removes a user, identified by email or user ID, from an Iterable static list. - Action **Send email** Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID. - Action **Send push notification** Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time. - Action **Send SMS** Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later. - Action **Track a Purchase** Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet. - Action **Track Event** Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data. - Action **Trigger campaign** Sends an existing triggered campaign to the members of one or more lists. - Action **Update a User's Shopping Cart Items** Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet. - Action **Update user subscriptions** Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one. ## 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) - [ **Iterable** Iterable is the growth marketing platform that empowers you to deliver completely seamless, personalized...](https://apiant.ai/connections/iterable) 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 Iterable - [ **HubSpot to Iterable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iterable) - [ **Salesforce to Iterable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iterable) - [ **Slack to Iterable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iterable) - [ **Google Sheets to Iterable** Google Sheets](https://apiant.ai/connect/google-sheets-to-iterable) - [ **Gmail to Iterable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iterable) - [ **Google Calendar to Iterable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iterable) Questions ## Aplos and Iterable, 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 Iterable when something happens in Aplos? Any of Iterable's 20 actions, including Create a User, Send email, Send push notification and Send SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Iterable to Aplos? Iterable has no triggers in the catalog today, so automations start in Aplos. If you need the other direction, ask: your agent reads Iterable's API documentation and adds it. ### ### Do I have to build a connector for Aplos or Iterable? 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 Iterable 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.