Integration
Connect DonorPerfect and Zeeg
When New donor fires in DonorPerfect, your agent runs Add note in Zeeg, or New routing form submission in Zeeg 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 Zeeg 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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)Example flows
What DonorPerfect and Zeeg can do together
From DonorPerfect to Zeeg
When New donor in DonorPerfect
then Add note in Zeeg
From Zeeg 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 Zeeg
Triggers and actions 7 triggers · 65 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 routing form submission
Triggers when someone submits a Zeeg routing form.
- Add CRM company
Creates a company in your Zeeg CRM.
- Add CRM person
Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.
- Add note
Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.
- Add scheduled event
Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.
- Cancel scheduled event
Cancel a specific scheduled event in Zeeg, optionally with a reason.
- Delete CRM company
Deletes a company from your Zeeg CRM.
- Delete CRM person
Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.
- Delete time off
Deletes a time-off period.
- Get available time slots
Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.
- Get CRM company
Returns one company from your Zeeg CRM.
- Get CRM person
Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.
- Get current user
Returns the email address of the Zeeg user whose API token the connection uses.
- Get default availability schedule
Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.
- Get scheduled event
Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.
- Get scheduling page
Returns the full details of one Zeeg scheduling page (event type).
- Handover scheduled event
Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.
- List availability schedules
Lists the availability schedules of a Zeeg user, identified by email.
- List CRM companies
Returns the companies in your Zeeg CRM, optionally filtered by a search term.
- List CRM people
Returns all CRM people in your Zeeg workspace.
- List organization users
Returns the users in your Zeeg workspace.
- List scheduled events
Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.
- List scheduling pages
Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.
- List teams
Returns the teams in your Zeeg workspace.
- List time off
Returns a user's vacations and out-of-office periods.
- Reschedule scheduled event
Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.
- Update CRM company
Updates the details of a company in your Zeeg CRM.
- Update CRM person
Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.
- Update default availability schedule
Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.
- Update scheduling page
Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.
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
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Questions
DonorPerfect and Zeeg, 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 Zeeg when something happens in DonorPerfect?
Any of Zeeg's 29 actions, including Update CRM company, Update CRM person, Update default availability schedule and Update scheduling page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zeeg to DonorPerfect?
Yes. When something happens in Zeeg, your agent can act in DonorPerfect too. This page covers both directions: Zeeg's triggers and DonorPerfect's actions are listed here as well.
Do I have to build a connector for DonorPerfect or Zeeg?
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 Zeeg 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.