--- title: "Connect Aplos to Voucherify - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Add Customer\" in Voucherify." canonical: "https://apiant.ai/connect/aplos-to-voucherify" --- # Connect Aplos to Voucherify When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Add Customer** in [Voucherify](https://apiant.ai/connections/voucherify). Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Voucherify **19** 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 Voucherify 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 Voucherify - When **New contact** in Aplos then **Add Customer** in Voucherify - When **New contribution** in Aplos then **Add Campaign** in Voucherify 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 Voucherify ## Triggers and actions 3 triggers · 32 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 Campaign** Create a new voucher campaign (discount, gift, referral, or loyalty). - Action **Add Customer** Create a new customer profile with contact info, address, and metadata. - Action **Add Publication** Publishes a voucher to a customer: either a specific voucher code, or one or more codes drawn from a campaign. - Action **Add Voucher** Create a new voucher, optionally with a specific or auto-generated code, discount/gift/loyalty-card type, and validity rules. - Action **Add Vouchers to Campaign** Adds one or more new vouchers to an existing campaign. New vouchers inherit the campaign's settings unless overridden here. - Action **Check eligibility** Returns the vouchers, promotion tiers and campaigns a customer and/or order qualifies for. - Action **Delete Campaign** Deletes a campaign and all its vouchers, either moving them to the bin or removing them permanently. Deletion runs in the background. - Action **Delete Customer** Deletes a customer in Voucherify. The customer is removed, so a new customer with the same source id can be created afterwards. - Action **Delete Voucher** Deletes a voucher by its code, either moving it to the bin or removing it permanently. Also removes the voucher's redemptions. - Action **Get Campaign** Retrieves a Voucherify campaign by its id or name. - Action **Get Customer** Retrieve a single customer by ID or source_id. - Action **Get Redemption** Returns a single redemption or redemption rollback by its ID, whether it succeeded or failed. - Action **Get Voucher** Retrieves a voucher by its code or the id Voucherify assigned to it. - Action **List Campaigns** Lists campaigns in the Voucherify project, optionally filtered by type, status or referral flag. - Action **List Customers** Returns a list of customers, optionally filtered by email, city, name, segment, or created/updated dates. - Action **List Redemptions** Returns a list of redemptions and redemption rollbacks, most recent first, optionally narrowed by result, campaign, customer, date and other filters. - Action **List Vouchers** Returns vouchers in the project, most recent first, optionally narrowed by campaign, category, customer, code or creation/update dates. - Action **Redeem Voucher** Redeems a voucher code (discount code, gift card or loyalty card) against an optional order and customer, incrementing the voucher's redemption count. - Action **Validate voucher** Checks whether a voucher, gift card or loyalty card code can be applied to an order and customer, and returns the discount it would give, without redeeming it. ## 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) - [ **Voucherify** Build promotional campaigns faster. Programmable building blocks for coupon, referral, and loyalty programs.](https://apiant.ai/connections/voucherify) 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 Voucherify - [ **HubSpot to Voucherify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-voucherify) - [ **Salesforce to Voucherify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-voucherify) - [ **Slack to Voucherify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-voucherify) - [ **Google Sheets to Voucherify** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-voucherify) - [ **Gmail to Voucherify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-voucherify) - [ **Google Calendar to Voucherify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-voucherify) Questions ## Aplos and Voucherify, 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 Voucherify when something happens in Aplos? Any of Voucherify's 19 actions, including Add Campaign, Add Customer, Add Publication and Add Voucher. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Voucherify to Aplos? Voucherify has no triggers in the catalog today, so automations start in Aplos. If you need the other direction, ask: your agent reads Voucherify's API documentation and adds it. ### ### Do I have to build a connector for Aplos or Voucherify? 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 Voucherify 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.