--- title: "Connect DonorPerfect and More Good Reviews - APIANT.ai" description: "When \"New donor\" fires in DonorPerfect, your agent runs \"Customers: Create Customer\" in More Good Reviews." canonical: "https://apiant.ai/connect/donorperfect-to-more-good-reviews" --- # Connect DonorPerfect and More Good Reviews When **New donor** fires in [DonorPerfect](https://apiant.ai/connections/donorperfect), your agent runs **Customers: Create Customer** in [More Good Reviews](https://apiant.ai/connections/more-good-reviews), or **Customers: New Customer** in More Good Reviews 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 More Good Reviews **2** triggers More Good Reviews **34** 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 More Good Reviews 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 More Good Reviews can do together ### From DonorPerfect to More Good Reviews - When **New donor** in DonorPerfect then **Customers: Create Customer** in More Good Reviews - When **New gift** in DonorPerfect then **Customers: Get Customer** in More Good Reviews ### From More Good Reviews to DonorPerfect - When **Customers: New Customer** in More Good Reviews then **Add contact** in DonorPerfect - When **Reviews: New Review** in More Good Reviews 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 More Good Reviews ## Triggers and actions 8 triggers · 70 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 **Customers: New Customer** Triggers when a new customer is added to your More Good Reviews project. - Trigger **Reviews: New Review** Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet. - Action **Asks: Create Ask** Schedules a review request to a customer by email and/or SMS, with optional reminder messages. - Action **Charges: Create Charge** Records a revenue charge for a customer, identified by email or phone, from an external billing system. - Action **Charges: Delete Charge** Permanently deletes a mistaken charge (revenue event) from the project. - Action **Customers: Archive Customer** Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them. - Action **Customers: Cancel Customer Unsent Messages** Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer. - Action **Customers: Create Customer** Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply. - Action **Customers: Delete Customer** Deletes a customer from your More Good Reviews project. - Action **Customers: Get Customer** Returns one customer in your project, including their contact details, location and tags. - Action **Customers: List Customer Charges** Returns the revenue charges recorded for one customer, newest first. - Action **Customers: List Customer Messages** Returns the outreach message history (email and SMS review requests) for one customer. - Action **Customers: List Customers** Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted. - Action **Customers: Resubscribe Customer** Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again. - Action **Customers: Unarchive Customer** Restores an archived customer so review requests and integrations treat them as active again. - Action **Customers: Unsubscribe Customer** Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them. - Action **Customers: Update Customer Notes** Replaces the internal notes stored on a More Good Reviews customer. - Action **Customers: Update Customer Tags** Replaces the tags assigned to a customer with the provided list of tag slugs. - Action **Locations: Get Location** Returns a single project location, including its name, display name, slug, store code and address. - Action **Locations: List Locations** Returns every active location on the More Good Reviews project, including each location's slug, store code and address. - Action **Locations: Update Location** Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed. - Action **Messages: Delete Message** Deletes a scheduled or sent outreach message from the project. - Action **Reviews: Delete Review** Deletes a review from the More Good Reviews project. - Action **Reviews: List Reviews** Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date. - Action **Reviews: Mark Review Replied** Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text. - Action **Reviews: Update Review Duplicate Flag** Marks a review as a duplicate, or clears its duplicate mark. - Action **Reviews: Update Review Tags** Replaces all tags on a review with the given list of tag slugs. - Action **Reviews: Update Review Visibility** Shows or hides a review in More Good Reviews public displays. - Action **Sources: Create Source** Creates a review source in your More Good Reviews project, such as a platform where reviews are collected. - Action **Sources: Delete Source** Deletes a review source from the project when it is no longer used. - Action **Sources: List Sources** Returns the review sources (such as Google or Facebook) available for the project's reviews. - Action **Sources: Update Source** Updates the name, slug, color, or icon of an existing review source. - Action **Tags: Create Tag** Creates a tag in your More Good Reviews project for organizing customers or reviews. - Action **Tags: Delete Tag** Deletes a tag from the project, removing it from use on customers and reviews. - Action **Tags: List Tags** Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags. - Action **Tags: Update Tag** Updates an existing tag's name, slug, color, icon, or AI tagging settings. ## Each app on its own - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) - [ **More Good Reviews** Get more good reviews from your customers.](https://apiant.ai/connections/more-good-reviews) 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 More Good Reviews - [ **HubSpot to More Good Reviews** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-more-good-reviews) - [ **Google Sheets to More Good Reviews** Google Sheets](https://apiant.ai/connect/google-sheets-to-more-good-reviews) - [ **Gmail to More Good Reviews** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-more-good-reviews) - [ **Google Calendar to More Good Reviews** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-more-good-reviews) - [ **Google Drive to More Good Reviews** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-more-good-reviews) - [ **Mailchimp to More Good Reviews** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-more-good-reviews) Questions ## DonorPerfect and More Good Reviews, 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 More Good Reviews when something happens in DonorPerfect? Any of More Good Reviews's 34 actions, including Asks: Create Ask, Charges: Create Charge, Customers: Create Customer and Customers: Get Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from More Good Reviews to DonorPerfect? Yes. When something happens in More Good Reviews, your agent can act in DonorPerfect too. This page covers both directions: More Good Reviews's triggers and DonorPerfect's actions are listed here as well. ### ### Do I have to build a connector for DonorPerfect or More Good Reviews? 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 More Good Reviews 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.