--- title: "Connect DonorPerfect to RotaCloud - APIANT.ai" description: "When \"New donor\" fires in DonorPerfect, your agent runs \"Create User\" in RotaCloud." canonical: "https://apiant.ai/connect/donorperfect-to-rotacloud" --- # Connect DonorPerfect to RotaCloud When **New donor** fires in [DonorPerfect](https://apiant.ai/connections/donorperfect), your agent runs **Create User** in [RotaCloud](https://apiant.ai/connections/rotacloud). Describe the whole flow and it is built, tested on every scenario and kept running. DonorPerfect **6** triggers DonorPerfect **36** actions RotaCloud **23** 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 RotaCloud 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 can start in RotaCloud - When **New donor** in DonorPerfect then **Create User** in RotaCloud - When **New gift** in DonorPerfect then **Update User** in RotaCloud 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 RotaCloud ## Triggers and actions 6 triggers · 59 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. - Action **Assign User to Location** Adds a RotaCloud user to a location, keeping the locations they are already assigned to. - Action **Assign User to Role** Adds a role to a RotaCloud user's roles, keeping the roles they already have. - Action **Create Leave** Creates leave within RotaCloud. - Action **Create Location** Creates a location within RotaCloud. - Action **Create Role** Creates a role within RotaCloud. - Action **Create Shift** Creates a shift within RotaCloud. - Action **Create User** Creates a user within RotaCloud. - Action **Delete Location** Deletes a location from the RotaCloud account. - Action **Delete Role** Deletes a role from the RotaCloud account. - Action **Delete User** Deletes a user from the RotaCloud account. - Action **Find Leave by ID** Fetches a leave request by ID, with its employee, leave type, dates, status and messages. An error occurs if the leave is not found. - Action **Find Location by ID** Returns the RotaCloud location with the specified ID. - Action **Find Location by Name** Returns the RotaCloud locations whose name matches the specified name (case-insensitive). - Action **Find Role by ID** Returns the RotaCloud role with the specified ID. - Action **Find Role by Name** Returns the roles whose name matches the specified name. - Action **Find Shift by ID** Fetches a shift by ID, with its times, location, role, assigned employee, notes and whether it is published or open. An error occurs if the shift is not found. - Action **Find User by Email** Returns the RotaCloud user whose email address matches the specified email. - Action **Find User by ID** Retrieves a single RotaCloud user by their ID. - Action **Unassign User From Location** Removes a user from one location in RotaCloud, keeping their other location assignments. - Action **Unassign User From Role** Unssigns a user from a role within RotaCloud. - Action **Update Location** Updates an existing RotaCloud location's name, address, geolocation or timezone. Fields left blank are left unchanged. - Action **Update Role** Updates a role within RotaCloud. - Action **Update User** Updates an existing user by ID ## Each app on its own - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) - [ **RotaCloud** RotaCloud is an online rota solution which makes it easy to build and share your rotas, make changes and...](https://apiant.ai/connections/rotacloud) 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 RotaCloud - [ **Postman to RotaCloud** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-to-rotacloud) - [ **HubSpot to RotaCloud** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rotacloud) - [ **Salesforce to RotaCloud** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rotacloud) - [ **Slack to RotaCloud** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rotacloud) - [ **Google Sheets to RotaCloud** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rotacloud) - [ **Gmail to RotaCloud** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rotacloud) Questions ## DonorPerfect and RotaCloud, 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 RotaCloud when something happens in DonorPerfect? Any of RotaCloud's 23 actions, including Create Leave, Create Location, Create Role and Create Shift. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RotaCloud to DonorPerfect? RotaCloud has no triggers in the catalog today, so automations start in DonorPerfect. If you need the other direction, ask: your agent reads RotaCloud's API documentation and adds it. ### ### Do I have to build a connector for DonorPerfect or RotaCloud? 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 RotaCloud 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.