--- title: "Connect Donorbox to FYI - APIANT.ai" description: "When \"New Campaign\" fires in Donorbox, your agent runs \"Create or Update Task\" in FYI." canonical: "https://apiant.ai/connect/donorbox-to-fyi" --- # Connect Donorbox to FYI When **New Campaign** fires in [Donorbox](https://apiant.ai/connections/donorbox), your agent runs **Create or Update Task** in [FYI](https://apiant.ai/connections/fyi). Describe the whole flow and it is built, tested on every scenario and kept running. Donorbox **9** triggers Donorbox **4** actions FYI **8** 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 FYI 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 FYI - When **New Campaign** in Donorbox then **Create or Update Task** in FYI - When **New Donation** in Donorbox then **Create File Note** in FYI 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 FYI ## Triggers and actions 9 triggers · 12 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 **Create File Note** Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet. - Action **Create or Update Client** Creates a new client in FYI, or updates the existing client matched by source id. - Action **Create or Update Client Group** Creates a new client group in FYI or updates an existing one matched by its id or source reference. - Action **Create or Update Job** Creates a job in FYI, or updates the existing job matching the given job id or your own reference. - Action **Create or Update Task** Creates a task in FYI, or updates the existing task that matches your reference. - Action **Create Web Link** Creates a web link document in FYI, filed against a client, cabinet or job. - Action **Look Up Client** Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients. - Action **Look Up Job** Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date. ## 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) - [ **FYI** FYI is a document management service for professionals](https://apiant.ai/connections/fyi) 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 FYI - [ **HubSpot to FYI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fyi) - [ **Salesforce to FYI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fyi) - [ **Slack to FYI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fyi) - [ **Google Sheets to FYI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fyi) - [ **Gmail to FYI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fyi) - [ **Google Calendar to FYI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fyi) Questions ## Donorbox and FYI, 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 FYI when something happens in Donorbox? Any of FYI's 8 actions, including Create File Note, Create or Update Client, Create or Update Client Group and Create or Update Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FYI to Donorbox? FYI has no triggers in the catalog today, so automations start in Donorbox. If you need the other direction, ask: your agent reads FYI's API documentation and adds it. ### ### Do I have to build a connector for Donorbox or FYI? 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 FYI 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.