--- title: "Connect Aplos and TrackMage - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Add order item\" in TrackMage, or \"New Order Created\" in TrackMage to \"Find contacts\" in Aplos." canonical: "https://apiant.ai/connect/aplos-to-trackmage" --- # Connect Aplos and TrackMage When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Add order item** in [TrackMage](https://apiant.ai/connections/trackmage), or **New Order Created** in TrackMage 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 TrackMage **7** triggers TrackMage **13** 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 TrackMage 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 TrackMage can do together ### From Aplos to TrackMage - When **New contact** in Aplos then **Add order item** in TrackMage - When **New contribution** in Aplos then **Create Order** in TrackMage ### From TrackMage to Aplos - When **New Order Created** in TrackMage then **Find contacts** in Aplos - When **New Shipment Created** in TrackMage 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 TrackMage ## Triggers and actions 10 triggers · 26 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 **Deleted Order** Triggers when an order is deleted in a TrackMage workspace. - Trigger **Deleted Shipment** Triggers when a shipment is deleted in a TrackMage workspace. - Trigger **New Order Created** Triggers when a new order is created in the selected TrackMage workspace. - Trigger **New Shipment Created** Triggers when a new shipment is created in the selected TrackMage workspace. - Trigger **Updated Order** Triggers when an order is updated in a TrackMage workspace. - Trigger **Updated Shipment** Triggers when a shipment is updated in the selected TrackMage workspace. - Trigger **Updated Shipment Tracking Status** Triggers when the tracking status of a shipment in the selected TrackMage workspace changes. - Action **Add order item** Adds a line item (product, quantity and price) to an existing TrackMage order. - Action **Add product** Creates a product in your TrackMage team catalog. - Action **Create Order** Creates an order in a TrackMage workspace, with optional customer contact details, totals and shipping/billing addresses. - Action **Create Shipment** Creates a shipment in a TrackMage workspace so its tracking number is monitored. - Action **Create Tracking Page Link** Generates a shareable link to a TrackMage tracking page, optionally preset to a specific tracking number. - Action **Delete order** Deletes an order from your TrackMage workspace. - Action **Delete shipment** Deletes a shipment from your TrackMage workspace. - Action **Get order** Returns a TrackMage order by its id, including its status, totals, addresses and linked shipments. - Action **Get product** Returns a single product from your TrackMage catalog, including its name, SKU, URLs and variants. - Action **Get shipment** Returns one shipment, including its tracking number, carrier, tracking status, linked orders and delivery address. - Action **List shipment checkpoints** Returns the tracking checkpoints (date, location and status info) recorded for a shipment. - Action **Update order** Updates an existing TrackMage order's totals, status, contact details and shipping or billing address. Fields left blank are not changed. - Action **Update shipment** Updates an existing shipment's tracking number, carrier, contact details, address, status and linked orders. ## 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) - [ **TrackMage** TrackMage is an order tracking platform that combines order fulfillment and customer support to provide...](https://apiant.ai/connections/trackmage) 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 TrackMage - [ **HubSpot to TrackMage** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trackmage) - [ **Salesforce to TrackMage** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trackmage) - [ **Slack to TrackMage** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trackmage) - [ **Google Sheets to TrackMage** Google Sheets](https://apiant.ai/connect/google-sheets-to-trackmage) - [ **Gmail to TrackMage** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trackmage) - [ **Google Calendar to TrackMage** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trackmage) Questions ## Aplos and TrackMage, 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 TrackMage when something happens in Aplos? Any of TrackMage's 13 actions, including Create Order, Create Shipment, Create Tracking Page Link and Update order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TrackMage to Aplos? Yes. When something happens in TrackMage, your agent can act in Aplos too. This page covers both directions: TrackMage's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or TrackMage? 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 TrackMage 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.