Integration
Connect DonorPerfect and Hubflo
When something happens in DonorPerfect or Hubflo, your agent does the next thing in the other. Describe it 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 DonorPerfect and Hubflo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 DonorPerfect and Hubflo can do together
From DonorPerfect to Hubflo
When New donor in DonorPerfect
then Add a Participant to the Chatroom in Hubflo
From Hubflo to 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 Hubflo
Triggers and actions 21 triggers · 80 actions
- 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.
- 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.
- New or updated donor
Triggered when a donor is added or updated.
- New or updated gift
Triggered when a gift (donation) is created or modified.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
- Add new donor gift
Creates a new donation (gift) for the donor with the specified ID.
- 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.
- Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
- Add other info
Adds an Other Info (user-defined) record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, the field name and value.
- 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.
- Delete donor
Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
- 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.
- Get 20 donor field values
Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.
- Get active code by description
Returns the code having the specified description. An error occurs if the code is not found or is inactive.
- Get active code description
Gets the specified code's description. An error occurs if the code is not found or is inactive.
- 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.
- Get donor
Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
- Get donor by email
Returns the DonorPerfect donor whose email address matches the one supplied, including the donor's user-defined field values. An error occurs if no donor has that email address.
- 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.
- Get donor default field info
Returns information about the specified donor field.
- Get donor default fields
Returns all default fields for donors.
- Get donor gifts
Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
- 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.
- Get donor user-defined field info
Returns information about the specified donor user-defined field.
- Get donor user-defined fields
Returns all user-defined donor fields.
- 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.
- Get field display type
Gets the specified field's display type, which can either be "code" or "description"
- Get flags by donor ID
Returns the specified donor's flags. No error occurs if the donor is not found.
- Get gift
Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
- 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.
- List filters
Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
- Post pledge payment
Posts a payment to the specified pledge for the specified donor.
- 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.
- Client Invited to Portal
Triggers when a new invitation to the portal is created.
- Company Updated
Triggers when a company is updated.
- Message Sent
Triggers when a message is sent in a chatroom
- New Chatroom
Triggers when a new chatroom is created.
- New Comment on a Task
Triggers when a new comment is created on a task.
- New Company
Triggers when a new company is created.
- New Contact
Triggers when a new contact is created.
- New File Uploaded
Triggers when a new file is uploaded.
- New Folder
Triggers when a new folder is created.
- New Form
Triggers when a new form is created.
- New Project
Triggers when a new project is created.
- New Proposal
Triggers when a new proposal is created.
- New Task
Triggers when a new task is created.
- New Time Log
Triggers when a new time log is created.
- New Workspace
Triggers when a new workspace is created.
- Add a Participant to the Chatroom
Add a participant to the Chatroom.
- Add Comment to a Task
Adds a Comment to a Task.
- Add Embed to Workspace
Adds embed to workspace
- Add Link to Workspace
Adds link to workspace
- Add Project Section
Add a section with tasks to a project
- Create a File for a Task
Create a File for a Task.
- Create Company
Creates a Company
- Create Contact
Creates a Contact
- Create New Time Entry
Creates a New Time Entry
- Create Note
Creates a Note
- Create Project
Create a Project
- Create Proposal
Creates a proposal
- Create Task
Creates a Task
- Create Workspace
Creates a Workspace
- Create Workspace Folder
Add a new folder to a workspace.
- Create Workspace Note
Creates a Note in a Workspace
- Delete Workspace
Deletes a workspace - Irreversible
- Edit Time Entry
Edits a Particular Time Entry
- Find a Company
Retrieves a Company.
- Find a Form
Finds a Desired Form
- Find an Form Assignment
Finds an Assignment of a Form.
- Find Chatroom
Find chatroom from contacts.
- Find Contact
Finds a Contact by Email
- Find Content Items
Finds Content Items in a Organization.
- Find Project
Returns the projects matching a name, owner, client contact or workspace.
- Find Sections of a Project
Finds Sections of a Projects.
- Find the Form Assignments
Finds Assignments of a Form.
- Find the Tasks
FindsTasks or Subtasks.
- Find Workspace
Returns the workspaces matching a title, a workspace id or a project.
- Find Workspace Folder
Finds a Folder by Title in a Workspace
- Get Companies
Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.
- Get Contacts
Get all your contacts
- Invite Contact to Workspace
Invite contact to a workspace
- List Task Comments
Lists all Comments of a Task.
- Retrieve a Comment of Task
Retrieves a Comment of Task.
- Retrieve a Task
Retrieves a Particular Task.
- Retrieve Chatroom Participants
Retrieve chatroom participants
- Retrieve Members
Retrieve members of an organization
- Retrieve Messages of a Chatroom
Retrieves messages from a given Chatroom.
- Send Form to a Client
Sends form to a client.
- Send Message in a Chatroom
Sends a Message in a Chatroom.
- Update Company
Updates a Company
- Update Contact
Updates a Contact
- Update Embed in Workspace
Updates embed in workspace
- Update Project
Updates a Project
- Update Task
Updates a Task
- Update Workspace
Updates a workspace.
- Update Workspace Folder
Updates a Workspace folder.
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
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Questions
DonorPerfect and Hubflo, 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 Hubflo when something happens in DonorPerfect?
Any of Hubflo's 48 actions, including Create a File for a Task, Create Company, Create Contact and Create New Time Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Hubflo to DonorPerfect?
Yes. When something happens in Hubflo, your agent can act in DonorPerfect too. This page covers both directions: Hubflo's triggers and DonorPerfect's actions are listed here as well.
Do I have to build a connector for DonorPerfect or Hubflo?
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.
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.