Integration
Connect DonorPerfect and Slack
When New donor fires in DonorPerfect, your agent runs Send Direct Message in Slack, or New Saved Message in Slack to Add contact in DonorPerfect. Describe the whole flow 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 Slack to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Connecting DonorPerfect and Slack puts gift and donor activity in front of the people who work in chat all day. New gifts and donors in DonorPerfect can be announced in a channel or sent as a direct message, and messages in Slack can write back to DonorPerfect as contact notes, gifts or pledges on the right donor record.
Example flows
What DonorPerfect and Slack can do together
From DonorPerfect to Slack
When New donor in DonorPerfect
then Send Direct Message in Slack
From Slack 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 Slack
Triggers and actions 21 triggers · 96 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 record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.
- 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 donor by first and last name
Returns the first donor whose first and last name exactly match, plus how many donors matched
- 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 contact
Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.
- 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, 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.
- 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.
- Get other info
Returns one DonorPerfect Other Info record by its id, with its standard columns.
- 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.
- Set gift custom field
Sets one of your organization's custom fields (such as Class) on an existing gift
- 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.
- New Channel
Triggers when a new channel is created in the workspace.
- New Channel (instant)
Triggers when a new channel is created (Slack event channel_created).
- New Channel Member
Triggers when a member joins a chosen channel (Slack event member_joined_channel).
- New File (instant)
Triggers when a new file is uploaded to the workspace (Slack event file_created).
- New Mention (instant)
Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
- New Message Posted to Channel
Triggers when a message is posted to a chosen channel (Slack event message.channels).
- New Message Posted to Private Channel
Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).
- New Pinned Item
Triggers when an item is pinned in a channel.
- New Public Message Posted Anywhere
Triggers when a message is posted to any public channel (Slack event message.channels).
- New Reaction Added
Triggers when an emoji reaction is added to a message (Slack event reaction_added).
- New Saved Message
Triggers when a message or file is saved (starred) (Slack event star_added).
- New Team Custom Emoji
Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).
- New Thread Reply
Triggers when a new reply is added to a message thread.
- New User
Triggers when a new user joins the workspace. Polling; deduped by user id.
- New User (instant)
Triggers when a new user joins the workspace (Slack event team_join).
- Add Bookmark
Add a bookmark to a channel.
- Add Reaction
Add an emoji reaction to a message.
- Add Star
Save a message or file by starring it.
- Archive Channel
Archive a channel.
- Complete Reminder
Mark a reminder as complete.
- Create Canvas
Create a standalone canvas document.
- Create Channel
Create a new public or private channel.
- Create Channel Canvas
Create a canvas attached to a channel.
- Create Reminder
Create a reminder for a user at a specified time.
- Delete Canvas
Delete a canvas.
- Delete File
Delete a file from the workspace.
- Delete Message
Delete a message from a channel by timestamp.
- Delete Reminder
Delete a reminder.
- Delete Scheduled Message
Cancel a scheduled message before it is sent.
- Edit Bookmark
Edit an existing channel bookmark.
- Edit Canvas
Edit the content of a canvas.
- Find Channel by Name
List channels filtered to locate a channel by name (client filters the returned list).
- Find User by Email
Look up a Slack user by their email address.
- Get Channel Messages
Fetch the message history of a channel.
- Get File Info
Get information about a file.
- Get Message Permalink
Get a permanent link to a specific message.
- Get Message Reactions
Get the emoji reactions on a message.
- Get Team Info
Get information about the workspace.
- Get Thread Replies
Get the replies in a message thread.
- Get User Info
Get profile information for a Slack user by ID.
- Get User Presence
Get a user's current presence status.
- Get User Profile
Get a user's profile fields.
- Invite User to Channel
Invite one or more users to a channel (comma-separated user IDs).
- Join Channel
Join a public channel.
- Leave Channel
Leave a channel.
- List Bookmarks
List the bookmarks in a channel.
- List Channel Members
List the members of a channel.
- List Channels
List channels in the workspace (public and private).
- List Custom Emojis
List the workspace's custom emojis.
- List Files
List files in the workspace, optionally filtered by channel or user.
- List Pinned Items
List the items pinned in a channel.
- List Scheduled Messages
List messages scheduled to be sent later.
- List User Groups
List the workspace's user groups.
- List Users
List all users in the workspace.
- List User's Channels
List the channels a user is a member of.
- Mark Channel Read
Set the read cursor position in a channel.
- Pin Message
Pin a message to a channel.
- Remove Bookmark
Remove a bookmark from a channel.
- Remove Reaction
Remove an emoji reaction from a message.
- Remove Star
Remove a star from a message or file.
- Remove User from Channel
Remove a member from a channel.
- Rename Channel
Rename a channel.
- Schedule Message
Schedule a message to be sent to a channel at a future Unix time.
- Search Files
Search files across the workspace.
- Search Messages
Search messages across the workspace.
- Send Direct Message
Open a DM with a user and post a message to it.
- Send Ephemeral Message
Send a message in a channel that is visible only to one user.
- Send Message
Post a message to a channel, private group, or DM.
- Set Channel Purpose
Set the purpose (description) for a channel.
- Set Channel Topic
Set the topic for a channel.
- Set User Presence
Set the authenticated user's presence status.
- Unarchive Channel
Restore an archived channel.
- Unpin Message
Remove a pinned message from a channel.
- Update Message
Update an existing message in a channel by timestamp.
- Upload File
Upload a file and share it to one or more channels.
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 Slack, answered
Can the Slack message include details from the donor record, not just the gift?
Yes. After the New gift trigger fires, the flow can run Get donor (or Get donor by email) in DonorPerfect and use those fields in the Slack Send Message text. You can also pull the donor's gift history with Get donor gifts before posting.
What happens if a message in Slack refers to a donor who is not in DonorPerfect?
Actions like Add new donor gift by email and Add other info by email only apply when a donor with that email is found, so nothing is written when there is no match. You can add a Get donor by email lookup first and branch on the result.
What can start an automation from DonorPerfect?
Any of DonorPerfect's 6 triggers in the catalog, including New donor, New gift, New or updated gift and New or updated donor. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Slack when something happens in DonorPerfect?
Any of Slack's 60 actions, including Create Reminder, Send Direct Message, Create Canvas and Create Channel. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Slack to DonorPerfect?
Yes. When something happens in Slack, your agent can act in DonorPerfect too. This page covers both directions: Slack's triggers and DonorPerfect's actions are listed here as well.
Do I have to build a connector for DonorPerfect or Slack?
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 Slack 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.