--- title: "Connect BigMailer and DonorPerfect - APIANT.ai" description: "When \"New Contact\" fires in BigMailer, your agent runs \"Add contact\" in DonorPerfect, or \"New donor\" in DonorPerfect to \"Add/Update Contact\" in BigMailer." canonical: "https://apiant.ai/connect/bigmailer-to-donorperfect" --- # Connect BigMailer and DonorPerfect When **New Contact** fires in [BigMailer](https://apiant.ai/connections/bigmailer), your agent runs **Add contact** in [DonorPerfect](https://apiant.ai/connections/donorperfect), or **New donor** in DonorPerfect to **Add/Update Contact** in BigMailer. Describe the whole flow and it is built, tested on every scenario and kept running. BigMailer **1** trigger BigMailer **35** actions DonorPerfect **6** triggers DonorPerfect **36** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BigMailer and DonorPerfect 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 BigMailer and DonorPerfect can do together ### From BigMailer to DonorPerfect - When **New Contact** in BigMailer then **Add contact** in DonorPerfect - When **New Contact** in BigMailer then **Add new donor gift by email** in DonorPerfect ### From DonorPerfect to BigMailer - When **New donor** in DonorPerfect then **Add/Update Contact** in BigMailer - When **New gift** in DonorPerfect then **Create a bulk campaign** in BigMailer 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 BigMailer and DonorPerfect ## Triggers and actions 7 triggers · 71 actions - Trigger **New Contact** Triggered when a new contact is created in a BigMailer brand. - Action **Add/Update Contact** Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings. - Action **Create a bulk campaign** Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule. - Action **Create an RSS campaign** Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose. - Action **Create a transactional campaign** Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with. - Action **Create list** Creates a new contact list inside a BigMailer brand. - Action **Create segment** Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target. - Action **Create template** Creates a reusable email or landing-page template in a BigMailer brand. - Action **Delete contact** Deletes a contact from a BigMailer brand, by contact ID or email address. - Action **Delete list** Deletes a contact list from a BigMailer brand. - Action **Delete segment** Deletes a segment from a BigMailer brand. - Action **Delete template** Deletes a template from a BigMailer brand. - Action **Get brand** Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats. - Action **Get bulk campaign** Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics. - Action **Get contact** Returns one BigMailer contact by ID or email address, including its custom field values. - Action **Get list** Returns one contact list from a BigMailer brand. - Action **Get RSS campaign** Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content. - Action **Get segment** Returns one segment from a BigMailer brand, including the conditions that define it. - Action **Get template** Returns one template from a BigMailer brand, including its HTML. - Action **Get transactional campaign** Returns one transactional campaign from a BigMailer brand, including its content and send statistics. - Action **List brands** Lists the brands in your BigMailer account. - Action **List bulk campaigns** Lists the bulk campaigns in a BigMailer brand. - Action **List contacts** Lists the contacts in a BigMailer brand, optionally limited to one list. - Action **List lists** Lists the contact lists in a BigMailer brand. - Action **List RSS campaigns** Lists the RSS campaigns in a BigMailer brand. - Action **List segments** Lists the segments in a BigMailer brand. - Action **List senders** Lists the sending identities in a BigMailer brand. - Action **List templates** Lists the templates in a BigMailer brand. - Action **List transactional campaigns** Lists the transactional campaigns in a BigMailer brand. - Action **Update a bulk campaign** Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update an RSS campaign** Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update a transactional campaign** Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update brand** Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed. - Action **Update list** Renames an existing contact list inside a BigMailer brand. - Action **Update segment** Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed. - Action **Update template** Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed. - Trigger **New donor** Polling trigger. Fires when a new donor is added in DonorPerfect. Polls the dp table ordered by donor_id descending; dedups on each record's donor_id. - Trigger **New gift** Polling trigger. Fires when a new gift (donation) is created in DonorPerfect. Polls the dpgift table ordered by gift_id descending; dedups on each record's gift_id. - Trigger **New or updated donor** Triggered when a donor is added or updated. - Trigger **New or updated gift** Triggered when a gift (donation) is created or modified. - Trigger **Two-way sync new or updated donors** A trigger for two-way syncing new and updated donors, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Two-way sync new or updated gifts** A trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table. - Action **Add code** Adds a new code and description to the DPCODES table. Allows you to add things like new GL Code, Solicitation, Campaign code and other code values administered in the Code Maintenance screen of DPO. - Action **Add contact** Adds a contact (activity/task) record to a donor in DonorPerfect via the dp_savecontact stored procedure. Supply Donor Id, Activity Code, and contact details. - Action **Add donor** Creates a new donor in DonorPerfect via the dp_savedonor stored procedure. Leave Donor Id empty (0) to create; the new donor_id is returned. Common fields: first/last name, address, city, state, zip, email, phones. - Action **Add gift** Creates a new gift (donation) for a donor in DonorPerfect via the dp_savegift stored procedure. Supply Donor Id, Amount, Gift Date and code fields (GL, Solicit, Sub-solicit, Gift Type, Campaign). - Action **Add new donor gift** Creates a new donation (gift) for the donor with the specified ID. - Action **Add new donor gift by email** Creates a new donation for the donor with the specified email. The gift will only be added if the donor's email is found. - Action **Add new pledge** Adds a new pledge to the specified donor. If successful, the pledge's ID is output. - Action **Add other info** Adds an Other Info record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments. - Action **Add other info by email** Adds "other info" for the first donor found with the given email address. The other info is not added if the email address is not found. - Action **Delete donor** Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure. - Action **Find donor by first and last name** Returns the first donor whose first and last name exactly match, plus how many donors matched - Action **Find filters by name** Returns one or more filters that match the specified name. Supports wildcard matching. An empty result is returned if no matching filter is found. - Action **Get 20 donor field values** Returns up to 20 field values for the specified donor. An error occurs if the donor is not found. - Action **Get active code by description** Returns the code having the specified description. An error occurs if the code is not found or is inactive. - Action **Get active code description** Gets the specified code's description. An error occurs if the code is not found or is inactive. - Action **Get code description** Returns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table. - Action **Get contact** Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns. - Action **Get donor** Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table. - Action **Get donor by email** Returns the DonorPerfect donor whose email address matches the one supplied, with the donor's standard fields. Use Get donor user-defined field values for custom fields. An error occurs if no donor has that email address. - Action **Get donor by email, first name, and last name** Returns all available donor fields if one or more donor matches the email, first name, and last name. No error occurs if a donor is not found, the emitted 'donor_id' will be empty instead. - Action **Get donor default field info** Returns information about the specified donor field. - Action **Get donor default fields** Returns all default fields for donors. - Action **Get donor gifts** Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table. - Action **Get donors by filter** Returns the donor IDs that match the saved DPO filter with the specified Filter ID, via the dp_filterids stored procedure. - Action **Get donor user-defined field info** Returns information about the specified donor user-defined field. - Action **Get donor user-defined fields** Returns all user-defined donor fields. - Action **Get donor user-defined field values** Returns all user-defined field values for the specified donor. An error occurs if the donor is not found. - Action **Get field display type** Gets the specified field's display type, which can either be "code" or "description" - Action **Get flags by donor ID** Returns the specified donor's flags. No error occurs if the donor is not found. - Action **Get gift** Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table. - Action **Get gift user-defined field values** Returns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found. - Action **Get other info** Returns one DonorPerfect Other Info record by its id, with its standard columns. - Action **List filters** Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table. - Action **Post pledge payment** Posts a payment to the specified pledge for the specified donor. - Action **Set gift custom field** Sets one of your organization's custom fields (such as Class) on an existing gift - Action **Update donor** Updates an existing donor in DonorPerfect via the dp_savedonor stored procedure. Supply the Donor Id of the record to update along with the field values. ## Each app on its own - [ **BigMailer** BigMailer is email marketing software for agencies and developers.](https://apiant.ai/connections/bigmailer) - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) Reviews ## What our customers say ## More from BigMailer - [ **BigMailer to MINDBODY** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/bigmailer-to-mindbody) - [ **BigMailer to BridgeDb** bridgedb webservices](https://apiant.ai/connect/bigmailer-to-bridgedb) - [ **BigMailer to Salesmap** SalesMap is a data-driven CRM for sales growth.](https://apiant.ai/connect/bigmailer-to-salesmap) - [ **BigMailer to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bigmailer-to-hubspot) - [ **BigMailer to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bigmailer-to-salesforce) - [ **BigMailer to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bigmailer-to-slack) ## More into DonorPerfect - [ **Stripe to DonorPerfect** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-donorperfect) - [ **ActiveCampaign to DonorPerfect** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-donorperfect) - [ **Trello to DonorPerfect** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-donorperfect) - [ **Capsule CRM to DonorPerfect** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-donorperfect) - [ **MySQL to DonorPerfect** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/mysql-to-donorperfect) - [ **Aplos to DonorPerfect** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connect/aplos-to-donorperfect) Questions ## BigMailer and DonorPerfect, answered ### ### What can start an automation from BigMailer? Any of BigMailer's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DonorPerfect when something happens in BigMailer? Any of DonorPerfect's 36 actions, including Post pledge payment, Update donor, Add code and Add contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DonorPerfect to BigMailer? Yes. When something happens in DonorPerfect, your agent can act in BigMailer too. This page covers both directions: DonorPerfect's triggers and BigMailer's actions are listed here as well. ### ### Do I have to build a connector for BigMailer or DonorPerfect? 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 BigMailer and DonorPerfect 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.