Integration
Connect Donorbox and RiskAdvisor
When New Campaign fires in Donorbox, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Find Ticket purchases in Donorbox. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Donorbox and RiskAdvisor to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Donorbox and RiskAdvisor can do together
From Donorbox to RiskAdvisor
When New Campaign in Donorbox
then Add Notes in RiskAdvisor
When New Donation in Donorbox
then Create Client in RiskAdvisor
From RiskAdvisor to Donorbox
When Call-In Quote Submitted in RiskAdvisor
then Find Ticket purchases in Donorbox
When Custom QuoteForm Submitted in RiskAdvisor
then Find Tickets in Donorbox
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 RiskAdvisor
Triggers and actions 16 triggers · 23 actions
Trigger
New CampaignTriggered when a new fundraising campaign is created in Donorbox.
Trigger
New DonationTriggered when a new donation is made to any of your Donorbox campaigns.
Trigger
New DonorTriggered when a new donor is added to your Donorbox organization.
Trigger
New EventTriggered when a new ticketed event is created in Donorbox.
Trigger
New or Updated CampaignTriggers when a Donorbox campaign is created or changed.
Trigger
New or Updated DonorTriggers when a Donorbox donor is added or their details change.
Trigger
New Recurring PlanTriggered when a donor starts a new recurring donation plan.
Trigger
New TicketTriggered when a new event ticket is sold in Donorbox.
Trigger
New Ticket PurchaseTriggered when someone completes a new event ticket purchase in Donorbox.
Action
Find CampaignsReturns the Donorbox campaigns that match a name or campaign id, with their totals raised.
Action
Find DonationsReturns the Donorbox donations that match a donor, campaign, date range or donation id.
Action
Find DonorsReturns the Donorbox donors that match an email, name or donor id.
Action
Find EventsFinds Donorbox events by name or id, returning each matching event with its totals and ticket count.
Action
Find Recurring PlansReturns the Donorbox recurring donation plans that match a donor, campaign or start-date range.
Action
Find Ticket purchasesReturns your Donorbox event ticket purchases, filtered by payment status.
Action
Find TicketsReturns event tickets in your Donorbox account, optionally only refunded ones.
Trigger
Call-In Quote SubmittedTriggers when a call-in quote is submitted to the current RiskAdvisor team.
Trigger
Custom QuoteForm SubmittedTriggers when a custom quote form is submitted to the current RiskAdvisor team.
Trigger
New ClientTriggers when a new client is created in RiskAdvisor.
Trigger
New PolicyTriggers when a new policy-link result is captured in RiskAdvisor.
Trigger
New Risk ProfileTriggers when a new risk profile is created in RiskAdvisor.
Trigger
QuoteForm SubmittedTriggers when a quote form is submitted to the current RiskAdvisor team.
Trigger
Updated ClientTriggers when a client is created or updated in RiskAdvisor.
Action
Add NotesAppends notes to a RiskAdvisor risk profile; existing notes are kept.
Action
Archive ClientArchives a RiskAdvisor client together with its related risk profiles.
Action
Create ClientCreates a client on the connected user's current RiskAdvisor team.
Action
Create DriverAdds a driver to a risk profile that has auto insurance.
Action
Create Risk ProfileCreates a draft risk profile for an existing client on the current RiskAdvisor team.
Action
Create VehicleAdds a vehicle to a risk profile that has auto insurance.
Action
Find ClientFinds RiskAdvisor clients by exact email, or by a search over name, email and phone.
Action
Find PolicyFinds policy-link results by client email or client ID.
Action
Find Risk ProfileFinds risk profiles by the primary client's email, draft status or insurance type.
Action
Get ClientReturns one RiskAdvisor client by its ID, with name, contact details and lead source.
Action
Get current userReturns the RiskAdvisor user who owns the connected account's API token.
Action
List call-in quotesReturns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
Action
List DriversReturns the drivers on a risk profile's auto insurance.
Action
List TeamsReturns the teams (agencies) the connected RiskAdvisor user belongs to.
Action
List VehiclesReturns the vehicles on a risk profile's auto insurance.
Action
Update ClientUpdates an existing RiskAdvisor client; fields left blank stay unchanged.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Donorbox
Donorbox to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Donorbox to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Donorbox to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Donorbox to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Donorbox to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Donorbox to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into RiskAdvisor
HubSpot to RiskAdvisorHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RiskAdvisorGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RiskAdvisorGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RiskAdvisorGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RiskAdvisorGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RiskAdvisorMailchimp marketing automation and email platform.
Questions
Donorbox and RiskAdvisor, 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 RiskAdvisor when something happens in Donorbox?
Any of RiskAdvisor's 16 actions, including Create Client, Create Driver, Create Risk Profile and Create Vehicle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RiskAdvisor to Donorbox?
Yes. When something happens in RiskAdvisor, your agent can act in Donorbox too. This page covers both directions: RiskAdvisor's triggers and Donorbox's actions are listed here as well.
Do I have to build a connector for Donorbox or RiskAdvisor?
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 RiskAdvisor 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.