--- title: "Connect Buddy Punch and DonorPerfect - APIANT.ai" description: "When \"Employee Created\" fires in Buddy Punch, your agent runs \"Add contact\" in DonorPerfect." canonical: "https://apiant.ai/connect/buddy-punch-to-donorperfect" --- # Connect Buddy Punch and DonorPerfect When **Employee Created** fires in [Buddy Punch](https://apiant.ai/connections/buddy-punch), your agent runs **Add contact** in [DonorPerfect](https://apiant.ai/connections/donorperfect), or **New donor** in DonorPerfect to **Create Department Code** in Buddy Punch. Describe the whole flow and it is built, tested on every scenario and kept running. Buddy Punch **4** triggers Buddy Punch **15** 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 Buddy Punch 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 Buddy Punch and DonorPerfect can do together ### From Buddy Punch to DonorPerfect - When **Employee Created** in Buddy Punch then **Add contact** in DonorPerfect - When **Employee Updated** in Buddy Punch then **Add new donor gift by email** in DonorPerfect ### From DonorPerfect to Buddy Punch - When **New donor** in DonorPerfect then **Create Department Code** in Buddy Punch - When **New gift** in DonorPerfect then **Create Employee** in Buddy Punch 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 Buddy Punch and DonorPerfect ## Triggers and actions 10 triggers · 51 actions - Trigger **Employee Created** Triggers when a new employee is added to your Buddy Punch account. - Trigger **Employee Punched In** Triggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards. - Trigger **Employee Updated** Triggers when an employee in your Buddy Punch account is added or any of their details change. - Trigger **Punch in Changed** Triggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes). - Action **Assign Employee to Department Code** Assigns one or more employees to a Buddy Punch department code. - Action **Assign Employee to Location** Assigns one or more employees to a Buddy Punch location and returns the location. - Action **Create Department Code** Creates a new department code in Buddy Punch. - Action **Create Employee** Creates a new employee in your Buddy Punch account. - Action **Create Location** Creates a new location in your Buddy Punch account. - Action **Create Position** Creates a new position in your Buddy Punch account. - Action **Find Employee** Finds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for. - Action **Get Department Code** Returns the details of a specific department code in your Buddy Punch account. - Action **Get Location** Returns the details of a specific Buddy Punch location. - Action **Get Position** Returns a single Buddy Punch position by its ID. - Action **List Department Code Employees** Returns the employees assigned to a Buddy Punch department code. - Action **List Location Employees** Returns the employees assigned to a Buddy Punch location. - Action **Punch In** Punches an employee in on Buddy Punch, either the connected user or a chosen employee. - Action **Punch Out** Punches an employee out in Buddy Punch. Defaults to the connected user when no employee is given. - Action **Update Employee** Updates an existing employee in Buddy Punch, such as their name, email, username or active status. - 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 - [ **Buddy Punch** Buddy Punch is an employee time tracking and scheduling app that lets your employees track their hours and...](https://apiant.ai/connections/buddy-punch) - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) Reviews ## What our customers say ## More from Buddy Punch - [ **Buddy Punch to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/buddy-punch-to-hubspot) - [ **Buddy Punch to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/buddy-punch-to-salesforce) - [ **Buddy Punch to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/buddy-punch-to-slack) - [ **Buddy Punch to Google Sheets** Google Sheets](https://apiant.ai/connect/buddy-punch-to-google-sheets) - [ **Buddy Punch to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/buddy-punch-to-gmail) - [ **Buddy Punch to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/buddy-punch-to-google-calendar) ## 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 ## Buddy Punch and DonorPerfect, answered ### ### What can start an automation from Buddy Punch? Any of Buddy Punch's 4 triggers in the catalog, including Employee Created, Employee Updated, Punch in Changed and Employee Punched In. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DonorPerfect when something happens in Buddy Punch? 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 Buddy Punch? Yes. When something happens in DonorPerfect, your agent can act in Buddy Punch too. This page covers both directions: DonorPerfect's triggers and Buddy Punch's actions are listed here as well. ### ### Do I have to build a connector for Buddy Punch 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 Buddy Punch 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.