--- title: "Connect DonorPerfect and Gmail - APIANT.ai" description: "When \"New donor\" fires in DonorPerfect, your agent runs \"Add Label To Email\" in Gmail, or \"New Gmail Message\" in Gmail to \"Add contact\" in DonorPerfect." canonical: "https://apiant.ai/connect/donorperfect-to-gmail" --- # Connect DonorPerfect and Gmail When **New donor** fires in [DonorPerfect](https://apiant.ai/connections/donorperfect), your agent runs **Add Label To Email** in [Gmail](https://apiant.ai/connections/gmail), or **New Gmail Message** in Gmail to **Add contact** in DonorPerfect. Describe the whole flow and it is built, tested on every scenario and kept running. DonorPerfect **6** triggers DonorPerfect **36** actions Gmail **2** triggers Gmail **41** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DonorPerfect and Gmail 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 DonorPerfect and Gmail can do together ### From DonorPerfect to Gmail - When **New donor** in DonorPerfect then **Add Label To Email** in Gmail - When **New gift** in DonorPerfect then **Create Email Draft** in Gmail ### From Gmail to DonorPerfect - When **New Gmail Message** in Gmail then **Add contact** in DonorPerfect - When **Email Sent** in Gmail then **Add new donor gift by email** in DonorPerfect 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 DonorPerfect and Gmail ## Triggers and actions 8 triggers · 77 actions - 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. - Trigger **Email Sent** Fires when an email is sent from the mailbox (optionally filtered by query). - Trigger **New Gmail Message** Fires when a new email arrives (optionally filtered by query/labels). - Action **Add Label To Email** Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids). - Action **Batch Delete Messages** Tool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRASH instead when reversibility may be needed. Always obtain explicit user confirmation and verify a sample of message IDs before executing. High-volume calls may trigger 429 rateLimitExceeded or 403 userRateLimitExceeded errors; apply exponential backoff. - Action **Batch Modify Messages** Modify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLimitExceeded or 403 userRateLimitExceeded; apply exponential backoff. - Action **Create Email Draft** Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading. - Action **Create Label** Creates a new label with a unique name in the specified user's gmail account. - Action **Delete Draft** Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`. - Action **Delete Label** Permanently DELETES a user-created Gmail label from the account (not from a message). WARNING: This action DELETES the label definition itself, removing it from all messages. System labels (INBOX, SENT, UNREAD, etc.) cannot be deleted. To add/remove labels from specific messages, use GMAIL_ADD_LABEL_TO_EMAIL action instead. - Action **Delete Message** Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access. - Action **Delete Thread** Tool to immediately and permanently delete a specified thread and all its messages. This operation cannot be undone. Use threads.trash instead for reversible deletion. - Action **Fetch Emails** Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval. - Action **Fetch Message By Message Id** Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`. - Action **Fetch Message By Thread Id** Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`. - Action **Forward Message** Forward an existing Gmail message to specified recipients, preserving original body and attachments. Verify recipients and content before forwarding to avoid unintended exposure. Bulk forwarding may trigger 429/5xx rate limits; keep concurrency to 5–10 and apply backoff. Messages near Gmail's size limits may fail; reconstruct a smaller draft if needed. - Action **Get Attachment** Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids. - Action **Get Contacts** Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination. - Action **Get Draft** Retrieves a single Gmail draft by its ID. Use this to fetch and inspect draft content before sending via GMAIL_SEND_DRAFT. The format parameter controls the level of detail returned. - Action **Get Filter** Tool to retrieve a specific Gmail filter by its ID. Use when you need to inspect the criteria and actions of an existing filter. - Action **Get Label** Gets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color. - Action **Get People** Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return. - Action **Get Profile** Retrieves key gmail profile information (email address, message/thread totals, history id) for a user. - Action **Import Message** Tool to import a message into the user's mailbox with standard email delivery scanning and classification. Use when you need to add an existing email to a Gmail account without sending it through SMTP. This method doesn't perform SPF checks, so it might not work for some spam messages. - Action **Insert Message** Tool to insert a message into the user's mailbox similar to IMAP APPEND. Use when you need to add an email directly to a mailbox bypassing most scanning and classification. This does not send a message. - Action **List Drafts** Retrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp. - Action **List History** Tool to list Gmail mailbox change history since a known startHistoryId. Use for incremental mailbox syncs. Persist the latest historyId as a checkpoint across sessions; without it, incremental sync is unreliable. An empty history list in the response is valid and means no new changes occurred. - Action **List Labels** Retrieves a list of all system and user-created labels for the specified gmail account. - Action **List Smime Info** Lists S/MIME configs for the specified send-as alias. Use when you need to retrieve all S/MIME certificate configurations associated with a specific send-as email address. - Action **List Threads** Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination. - Action **Modify Thread Labels** Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid. - Action **Move Thread To Trash** Moves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash. - Action **Move To Trash** Moves an existing, non-deleted email message to the trash for the specified user. - Action **Patch Label** Patches the specified label. - Action **Remove Label** Permanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels. - Action **Reply To Thread** Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`. - Action **Search People** Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'. - Action **Send Draft** Sends the specified, existing draft to the recipients in the to, cc, and bcc headers. - Action **Send Email** Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment. - Action **Settings Send As Get** Tool to retrieve a specific send-as alias configuration for a Gmail user. Use when you need to get details about a send-as email address including display name, signature, SMTP settings, and verification status. Fails with HTTP 404 if the specified address is not a member of the send-as collection. - Action **Untrash Message** Tool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message. - Action **Untrash Thread** Tool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages. - Action **Update Draft** Updates (replaces) an existing Gmail draft's content in-place by draft ID. This action replaces the entire draft content with the new message - it does not patch individual fields. All fields are optional; if not provided, you should provide complete draft content to avoid data loss. - Action **Update Label** Tool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color. ## Each app on its own - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) - [ **Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connections/gmail) Reviews ## What our customers say ## More from DonorPerfect - [ **DonorPerfect to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/donorperfect-to-hubspot) - [ **DonorPerfect to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/donorperfect-to-salesforce) - [ **DonorPerfect to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/donorperfect-to-slack) - [ **DonorPerfect to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/donorperfect-to-mailchimp) - [ **DonorPerfect to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/donorperfect-to-shopify) - [ **DonorPerfect to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/donorperfect-to-quickbooks-online) ## More into Gmail - [ **Slack to Gmail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-gmail) - [ **Google Drive to Gmail** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-gmail) - [ **Mailchimp to Gmail** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-gmail) - [ **Stripe to Gmail** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-gmail) - [ **Shopify to Gmail** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-gmail) - [ **ActiveCampaign to Gmail** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-gmail) Questions ## DonorPerfect and Gmail, answered ### ### What can start an automation from DonorPerfect? Any of DonorPerfect's 6 triggers in the catalog, including New donor, New gift, New or updated donor and New or updated gift. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Gmail when something happens in DonorPerfect? Any of Gmail's 41 actions, including Create Email Draft, Create Label, Send Draft and Send Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gmail to DonorPerfect? Yes. When something happens in Gmail, your agent can act in DonorPerfect too. This page covers both directions: Gmail's triggers and DonorPerfect's actions are listed here as well. ### ### Do I have to build a connector for DonorPerfect or Gmail? 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 DonorPerfect and Gmail 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.