--- title: "Connect Aplos and Pelcro - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Create Customer\" in Pelcro, or \"Customer Created\" in Pelcro to \"Find contacts\" in Aplos." canonical: "https://apiant.ai/connect/aplos-to-pelcro" --- # Connect Aplos and Pelcro When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Create Customer** in [Pelcro](https://apiant.ai/connections/pelcro), or **Customer Created** in Pelcro 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 Pelcro **5** triggers Pelcro **12** 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 Pelcro 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 Pelcro can do together ### From Aplos to Pelcro - When **New contact** in Aplos then **Create Customer** in Pelcro - When **New contribution** in Aplos then **Update customer** in Pelcro ### From Pelcro to Aplos - When **Customer Created** in Pelcro then **Find contacts** in Aplos - When **Customer Updated** in Pelcro 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 Pelcro ## Triggers and actions 8 triggers · 25 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 **Customer Created** Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it. - Trigger **Customer Updated** Triggers when a customer is updated in Pelcro. - Trigger **Newsletter Created** Triggers when a new newsletter subscription is created in Pelcro. - Trigger **Newsletter Updated** Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent. - Trigger **Subscription Created** Triggers when a new subscription is created in Pelcro. - Action **Add address** Creates a new shipping, billing or primary address for a Pelcro customer. - Action **Add coupon** Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off. - Action **Create Customer** Creates a new customer on your Pelcro site. - Action **Create Newsletter** Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details. - Action **Create Plan** Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior. - Action **Create Product** Creates a product in your Pelcro site. Plans and their prices are added under a product. - Action **Create Subscription** Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details. - Action **Get coupon** Returns a single coupon by id, including its code, discount, duration, redemption count and expiration. - Action **Get newsletter** Returns a single newsletter subscriber by id, including their email, name, lists and consent details. - Action **List newsletters** Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address. - Action **Update customer** Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged. - Action **Update Newsletter** Updates an existing newsletter subscriber's email, signup source, name, lists and consent details. ## 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) - [ **Pelcro** Pelcro is a subscription and membership management platform](https://apiant.ai/connections/pelcro) 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 Pelcro - [ **HubSpot to Pelcro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pelcro) - [ **Google Sheets to Pelcro** Google Sheets](https://apiant.ai/connect/google-sheets-to-pelcro) - [ **Gmail to Pelcro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pelcro) - [ **Google Calendar to Pelcro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pelcro) - [ **Google Drive to Pelcro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pelcro) - [ **Mailchimp to Pelcro** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pelcro) Questions ## Aplos and Pelcro, 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 Pelcro when something happens in Aplos? Any of Pelcro's 12 actions, including Create Customer, Create Newsletter, Create Plan and Create Product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pelcro to Aplos? Yes. When something happens in Pelcro, your agent can act in Aplos too. This page covers both directions: Pelcro's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or Pelcro? 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 Pelcro 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.