--- title: "Connect DonorPerfect to Worksuite - APIANT.ai" description: "When \"New donor\" fires in DonorPerfect, your agent runs \"Update Task\" in Worksuite." canonical: "https://apiant.ai/connect/donorperfect-to-worksuite" --- # Connect DonorPerfect to Worksuite When **New donor** fires in [DonorPerfect](https://apiant.ai/connections/donorperfect), your agent runs **Update Task** in [Worksuite](https://apiant.ai/connections/worksuite). Describe the whole flow and it is built, tested on every scenario and kept running. DonorPerfect **6** triggers DonorPerfect **36** actions Worksuite **12** 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 Worksuite 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 Worksuite - When **New donor** in DonorPerfect then **Update Task** in Worksuite - When **New gift** in DonorPerfect then **Create Payment** in Worksuite 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 Worksuite ## Triggers and actions 6 triggers · 48 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 **Change Payment Status** Changes the status of an existing Worksuite payment, for example marking it approved or paid, and returns the updated payment. - Action **Create Job Opening** Creates a job opening in Worksuite and returns the new job opening, including its id, status and custom field values. - Action **Create Payment** Creates a new payment to a Worksuite partner, made up of one or more line items, and returns the created payment. - Action **Create Project** Creates a new project in Worksuite and returns the created project. - Action **Find Job Opening** Returns the job openings that match the external ID, status, creator or archived state you specify. - Action **Find Partner** Returns the partners in your Worksuite account that match the criteria you supply, such as email, name, external ID or status details. - Action **Find Payment** Returns the payments that match the external ID, partner, status or status date range you specify. - Action **Find Project** Returns the projects that match your own external ID or a custom field value. - Action **Find Task** Returns the tasks that match an external ID, a partner or a custom field value. - Action **Update Job Opening** Updates an existing job opening by its ID and returns the updated job opening. Only the fields you fill in are changed. - Action **Update Partner** Updates an existing partner in your Worksuite talent pool and returns the updated partner record. Only the fields you fill in are changed. - Action **Update Task** Updates an existing task in a Worksuite project and returns the updated task. Only the fields you fill in are changed. ## Each app on its own - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) - [ **Worksuite** Worksuite is one platform to hire, onboard, manage, and pay your freelancers and contractors.](https://apiant.ai/connections/worksuite) 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 Worksuite - [ **HubSpot to Worksuite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-worksuite) - [ **Salesforce to Worksuite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-worksuite) - [ **Slack to Worksuite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-worksuite) - [ **Google Sheets to Worksuite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-worksuite) - [ **Gmail to Worksuite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-worksuite) - [ **Google Calendar to Worksuite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-worksuite) Questions ## DonorPerfect and Worksuite, 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 Worksuite when something happens in DonorPerfect? Any of Worksuite's 12 actions, including Create Job Opening, Create Payment, Create Project and Update Job Opening. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Worksuite to DonorPerfect? Worksuite has no triggers in the catalog today, so automations start in DonorPerfect. If you need the other direction, ask: your agent reads Worksuite's API documentation and adds it. ### ### Do I have to build a connector for DonorPerfect or Worksuite? 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 Worksuite 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.