--- title: "Connect Donorbox to ForceManager CRM - APIANT.ai" description: "When \"New Campaign\" fires in Donorbox, your agent runs \"Add contact\" in ForceManager CRM." canonical: "https://apiant.ai/connect/donorbox-to-forcemanager-crm" --- # Connect Donorbox to ForceManager CRM When **New Campaign** fires in [Donorbox](https://apiant.ai/connections/donorbox), your agent runs **Add contact** in [ForceManager CRM](https://apiant.ai/connections/forcemanager-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Donorbox **9** triggers Donorbox **4** actions ForceManager CRM **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Donorbox and ForceManager CRM 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 Donorbox can start in ForceManager CRM - When **New Campaign** in Donorbox then **Add contact** in ForceManager CRM - When **New Donation** in Donorbox then **Add sales order** in ForceManager CRM 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 Donorbox and ForceManager CRM ## Triggers and actions 9 triggers · 30 actions - Trigger **New Campaign** Triggered when a new fundraising campaign is created in Donorbox. - Trigger **New Donation** Triggered when a new donation is made to any of your Donorbox campaigns. - Trigger **New Donor** Triggered when a new donor is added to your Donorbox organization. - Trigger **New Event** Triggered when a new ticketed event is created in Donorbox. - Trigger **New or Updated Campaign** Triggers when a Donorbox campaign is created or changed. - Trigger **New or Updated Donor** Triggers when a Donorbox donor is added or their details change. - Trigger **New Recurring Plan** Triggered when a donor starts a new recurring donation plan. - Trigger **New Ticket** Triggered when a new event ticket is sold in Donorbox. - Trigger **New Ticket Purchase** Triggered when someone completes a new event ticket purchase in Donorbox. - Action **Find Campaigns** Returns the Donorbox campaigns that match a name or campaign id, with their totals raised. - Action **Find Donations** Returns the Donorbox donations that match a donor, campaign, date range or donation id. - Action **Find Donors** Returns the Donorbox donors that match an email, name or donor id. - Action **Find Recurring Plans** Returns the Donorbox recurring donation plans that match a donor, campaign or start-date range. - Action **Add account** Create an account (company/person). - Action **Add activity** Create an activity. - Action **Add calendar event** Create a calendar event. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get an account by ID. - Action **Get activity** Get an activity by ID. - Action **Get call** Retrieves a single call record by id. - Action **Get contact** Get a contact by ID. - Action **Get opportunity** Get an opportunity by ID. - Action **Get sales order** Returns one sales order header by id. - Action **List accounts** List accounts, paginated, with optional filters. - Action **List activities** List activities. - Action **List contacts** List contacts. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **Update account** Update an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. ## Each app on its own - [ **Donorbox** Donorbox is a powerful fundraising platform powering 50000+ organizations, it is simple to setup and...](https://apiant.ai/connections/donorbox) - [ **ForceManager CRM** Mobile CRM for field sales teams that logs calls, visits, and emails and tracks pipeline, opportunities, and...](https://apiant.ai/connections/forcemanager-crm) Reviews ## What our customers say ## More from Donorbox - [ **Donorbox to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/donorbox-to-hubspot) - [ **Donorbox to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/donorbox-to-salesforce) - [ **Donorbox to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/donorbox-to-slack) - [ **Donorbox to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/donorbox-to-google-sheets) - [ **Donorbox to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/donorbox-to-gmail) - [ **Donorbox to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/donorbox-to-google-calendar) ## More into ForceManager CRM - [ **HubSpot to ForceManager CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-forcemanager-crm) - [ **Salesforce to ForceManager CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-forcemanager-crm) - [ **Slack to ForceManager CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-forcemanager-crm) - [ **Google Sheets to ForceManager CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-forcemanager-crm) - [ **Gmail to ForceManager CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-forcemanager-crm) - [ **Google Calendar to ForceManager CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-forcemanager-crm) Questions ## Donorbox and ForceManager CRM, answered ### ### What can start an automation from Donorbox? Any of Donorbox's 9 triggers in the catalog, including New Campaign, New Donation, New Donor and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ForceManager CRM when something happens in Donorbox? Any of ForceManager CRM's 26 actions, including Update account, Update activity, Update contact and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ForceManager CRM to Donorbox? ForceManager CRM has no triggers in the catalog today, so automations start in Donorbox. If you need the other direction, ask: your agent reads ForceManager CRM's API documentation and adds it. ### ### Do I have to build a connector for Donorbox or ForceManager CRM? 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 Donorbox and ForceManager CRM 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.