--- title: "Connect DonorPerfect and Klaviyo - APIANT.ai" description: "When \"New donor\" fires in DonorPerfect, your agent runs \"Add Categories to Catalog Item\" in Klaviyo." canonical: "https://apiant.ai/connect/donorperfect-to-klaviyo" --- # Connect DonorPerfect and Klaviyo When **New donor** fires in [DonorPerfect](https://apiant.ai/connections/donorperfect), your agent runs **Add Categories to Catalog Item** in [Klaviyo](https://apiant.ai/connections/klaviyo), or **New Event** in Klaviyo 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 Klaviyo **2** triggers Klaviyo **138** 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 Klaviyo 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) Connecting Klaviyo and DonorPerfect lets your fundraising records and your email and SMS lists work from the same facts. New gifts and donors in DonorPerfect can create or update Klaviyo profiles, list memberships and events, while activity in Klaviyo can be written back as contact or other info records on the right donor. Example flows ## What DonorPerfect and Klaviyo can do together ### From DonorPerfect to Klaviyo - When **New donor** in DonorPerfect then **Add Categories to Catalog Item** in Klaviyo - When **New gift** in DonorPerfect then **Add Items to Catalog Category** in Klaviyo ### From Klaviyo to DonorPerfect - When **New Event** in Klaviyo then **Add contact** in DonorPerfect - When **New or Updated Profile** in Klaviyo then **Add other info 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 Klaviyo ## Triggers and actions 8 triggers ยท 174 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 **New Event** Polling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime. - Trigger **New or Updated Profile** Polling trigger. Fires when a profile is created or updated, ordered by most-recently updated. - Action **Add Categories to Catalog Item** Add Categories to Catalog Item - Action **Add Items to Catalog Category** Add Items to Catalog Category - Action **Add Profiles to List** Add Profiles to List - Action **Add Profile to List** Add an existing profile to a list by profile ID. - Action **Bulk Create Catalog Categories** Bulk Create Catalog Categories - Action **Bulk Create Catalog Items** Bulk Create Catalog Items - Action **Bulk Create Catalog Variants** Bulk Create Catalog Variants - Action **Bulk Create Coupon Codes** Bulk Create Coupon Codes - Action **Bulk Create Events** Bulk Create Events - Action **Bulk Delete Catalog Categories** Bulk Delete Catalog Categories - Action **Bulk Delete Catalog Items** Bulk Delete Catalog Items - Action **Bulk Delete Catalog Variants** Bulk Delete Catalog Variants - Action **Bulk Import Profiles** Bulk Import Profiles - Action **Bulk Subscribe Profiles** Bulk Subscribe Profiles - Action **Bulk Suppress Profiles** Bulk Suppress Profiles - Action **Bulk Unsubscribe Profiles** Bulk Unsubscribe Profiles - Action **Bulk Unsuppress Profiles** Bulk Unsuppress Profiles - Action **Bulk Update Catalog Categories** Bulk Update Catalog Categories - Action **Bulk Update Catalog Items** Bulk Update Catalog Items - Action **Bulk Update Catalog Variants** Bulk Update Catalog Variants - Action **Cancel Campaign Send** Cancel Campaign Send - Action **Clone Campaign** Clone Campaign - Action **Clone Template** Clone Template - Action **Create Back In Stock Subscription** Create Back In Stock Subscription - Action **Create Campaign** Create Campaign - Action **Create Campaign Clone** Create Campaign Clone - Action **Create Catalog Category** Create Catalog Category - Action **Create Catalog Item** Create Catalog Item - Action **Create Catalog Variant** Create Catalog Variant - Action **Create Coupon** Create Coupon - Action **Create Coupon Code** Create Coupon Code - Action **Create Event** Track an event for a profile (e.g. a custom metric like "Placed Order"). - Action **Create Flow** Create Flow - Action **Create List** Create a new list. - Action **Create or Update Profile** Create a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id). - Action **Create Profile** Create a new profile. Errors if a profile with the email already exists. - Action **Create Segment** Create Segment - Action **Create Tag** Create Tag - Action **Create Template** Create Template - Action **Delete Campaign** Delete Campaign - Action **Delete Catalog Category** Delete Catalog Category - Action **Delete Catalog Item** Delete Catalog Item - Action **Delete Catalog Variant** Delete Catalog Variant - Action **Delete Coupon** Delete Coupon - Action **Delete Coupon Code** Delete Coupon Code - Action **Delete Flow** Delete Flow - Action **Delete List** Delete List - Action **Delete Segment** Delete Segment - Action **Delete Tag** Delete Tag - Action **Delete Template** Delete Template - Action **Get Campaign** Get Campaign - Action **Get Campaign Recipient Estimation** Get Campaign Recipient Estimation - Action **Get Campaigns** Get Campaigns - Action **Get Catalog Categories** Get Catalog Categories - Action **Get Catalog Category** Get Catalog Category - Action **Get Catalog Item** Get Catalog Item - Action **Get Catalog Items** Get Catalog Items - Action **Get Catalog Variant** Get Catalog Variant - Action **Get Catalog Variants** Get Catalog Variants - Action **Get Coupon** Get Coupon - Action **Get Coupon Code** Get Coupon Code - Action **Get Coupon Codes** Get Coupon Codes - Action **Get Coupons** Get Coupons - Action **Get Event** Get Event - Action **Get Events** Retrieve events, optionally filtered (e.g. by metric or profile). - Action **Get Flow** Get Flow - Action **Get Flows** Get Flows - Action **Get Flows Triggered by List** Get Flows Triggered by List - Action **Get Flows Triggered by Metric** Get Flows Triggered by Metric - Action **Get Flows Triggered by Segment** Get Flows Triggered by Segment - Action **Get Form** Get Form - Action **Get Forms** Get Forms - Action **Get Form Version** Get Form Version - Action **Get Image** Get Image - Action **Get Images** Get Images - Action **Get List** Get List - Action **Get List Profiles** Get all profiles that are members of a given list. - Action **Get Lists** Retrieve all lists in the account. - Action **Get Metric** Get Metric - Action **Get Metrics** Retrieve all metrics in the account. - Action **Get Profile** Get Profile - Action **Get Profile by Email** Fetch a single profile by its email address. Emits empty values if no profile is found. - Action **Get Profile by ID** Fetch a single profile by its Klaviyo profile ID. - Action **Get Profiles** List profiles, optionally filtered by email or other attributes. - Action **Get Push Tokens** Get Push Tokens - Action **Get Reviews** Get Reviews - Action **Get Segment** Get Segment - Action **Get Segment Profiles** Get all profiles in a given segment. - Action **Get Segments** Retrieve all segments in the account. - Action **Get Tag** Get Tag - Action **Get Tags** Get Tags - Action **Get Template** Get Template - Action **Get Templates** Get Templates - Action **Merge Profiles** Merge Profiles - Action **Query Campaign Values** Query Campaign Values - Action **Query Flow Series** Query Flow Series - Action **Query Flow Values** Query Flow Values - Action **Query Form Series** Query Form Series - Action **Query Form Values** Query Form Values - Action **Query Metric Aggregates** Query Metric Aggregates - Action **Query Segment Series** Query Segment Series - Action **Query Segment Values** Query Segment Values - Action **Refresh Campaign Recipient Estimation** Refresh Campaign Recipient Estimation - Action **Remove Categories from Catalog Item** Remove Categories from Catalog Item - Action **Remove Items from Catalog Category** Remove Items from Catalog Category - Action **Remove Profile from List** Remove a profile from a list by profile ID. - Action **Remove Profiles from List** Remove Profiles from List - Action **Remove Tag from Campaigns** Remove Tag from Campaigns - Action **Remove Tag from Flows** Remove Tag from Flows - Action **Remove Tag from Lists** Remove Tag from Lists - Action **Remove Tag from Segments** Remove Tag from Segments - Action **Render Template** Render Template - Action **Request Profile Deletion** Request Profile Deletion - Action **Send Campaign** Send Campaign - Action **Subscribe Profile** Subscribe a profile (email/SMS consent) to a given list. - Action **Suppress Profile** Suppress a profile from receiving email marketing (global suppression). - Action **Tag Campaigns** Tag Campaigns - Action **Tag Flows** Tag Flows - Action **Tag Lists** Tag Lists - Action **Tag Segments** Tag Segments - Action **Unsubscribe Profile** Unsubscribe a profile from email/SMS marketing for a given list. - Action **Update Campaign** Update Campaign - Action **Update Catalog Category** Update Catalog Category - Action **Update Catalog Item** Update Catalog Item - Action **Update Catalog Variant** Update Catalog Variant - Action **Update Categories for Catalog Item** Update Categories for Catalog Item - Action **Update Coupon** Update Coupon - Action **Update Coupon Code** Update Coupon Code - Action **Update Flow Status** Update Flow Status - Action **Update Image** Update a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result โ€” so anything you leave blank keeps its current value. - Action **Update Items for Catalog Category** Update Items for Catalog Category - Action **Update List** Update List - Action **Update Profile** Update an existing profile by its Klaviyo profile ID. - Action **Update Segment** Update Segment - Action **Update Tag** Update Tag - Action **Update Template** Update Template - Action **Upload Image From File** Upload Image From File - Action **Upload Image From URL** Upload Image From URL ## Each app on its own - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) - [ **Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connections/klaviyo) 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 โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/donorperfect-to-quickbooks-online) ## More into Klaviyo - [ **HubSpot to Klaviyo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klaviyo) - [ **ActiveCampaign to Klaviyo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-klaviyo) - [ **JIRA to Klaviyo** Atlassian JIRA Cloud โ€” issue tracking and project management.](https://apiant.ai/connect/jira-to-klaviyo) - [ **Intercom to Klaviyo** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-klaviyo) - [ **Freshdesk to Klaviyo** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-klaviyo) - [ **Webflow to Klaviyo** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/webflow-to-klaviyo) Questions ## DonorPerfect and Klaviyo, answered ### ### How does the agent know which Klaviyo profile belongs to a DonorPerfect donor? Email is the link. DonorPerfect can return a donor by email, and Klaviyo can fetch a profile by email or create and update one by email, so each record is matched before anything is written. ### ### Can gifts from DonorPerfect show up in Klaviyo for segmenting? Yes. A new gift in DonorPerfect can be tracked in Klaviyo with Create Event against the donor's profile, and the same profile can be added to a list. The agent tests every scenario, including gifts from donors with no email on file. ### ### 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 Klaviyo when something happens in DonorPerfect? Any of Klaviyo's 138 actions, including Subscribe Profile, Suppress Profile, Create Back In Stock Subscription and Create Campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klaviyo to DonorPerfect? Yes. When something happens in Klaviyo, your agent can act in DonorPerfect too. This page covers both directions: Klaviyo's triggers and DonorPerfect's actions are listed here as well. ### ### Do I have to build a connector for DonorPerfect or Klaviyo? 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 Klaviyo 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.