--- title: "Connect DonorPerfect and Zoom - APIANT.ai" description: "When \"New donor\" fires in DonorPerfect, your agent runs \"Update user settings\" in Zoom, or \"Meeting ended\" in Zoom to \"Add contact\" in DonorPerfect." canonical: "https://apiant.ai/connect/donorperfect-to-zoom" --- # Connect DonorPerfect and Zoom When **New donor** fires in [DonorPerfect](https://apiant.ai/connections/donorperfect), your agent runs **Update user settings** in [Zoom](https://apiant.ai/connections/zoom), or **Meeting ended** in Zoom 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 Zoom **15** triggers Zoom **17** 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 Zoom 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) DonorPerfect holds the donor records and gift history; Zoom holds the webinars, briefings and one-to-one calls. Joining them means a webinar registration in Zoom can be checked against DonorPerfect and logged on the right donor, and a new gift or donor in DonorPerfect can lead to a Zoom meeting or registration without anyone retyping names and email addresses. Example flows ## What DonorPerfect and Zoom can do together ### From DonorPerfect to Zoom - When **New donor** in DonorPerfect then **Update user settings** in Zoom - When **New gift** in DonorPerfect then **Add meeting registrant** in Zoom ### From Zoom to DonorPerfect - When **Meeting ended** in Zoom then **Add contact** in DonorPerfect - When **New recording completed** in Zoom then **Get donor 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 Zoom ## Triggers and actions 21 triggers · 53 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 **Meeting ended** Triggered when a meeting ends. - Trigger **Meeting participant joined** Triggers when a participant joins a meeting. - Trigger **Meeting registration cancelled** Triggered when a meeting registration is cancelled. - Trigger **Meeting started** Triggered when a meeting starts. - Trigger **New recording completed** Triggered when a cloud recording is completed. - Trigger **New recording completed (all active licensed accounts)** Triggered when a cloud recording is completed in any licensed active account. - Trigger **New recording completed (specified account)** Triggered when a cloud recording is completed for the specified account. - Trigger **New webinar registrant** Triggers when a new registrant is added to a Webinar. - Trigger **Recording completed** Triggered when a recording completes. - Trigger **Upcoming meeting** Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (all active licensed accounts)** Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (specified account)** Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting via integration setting (all active licensed accounts)** Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found. - Trigger **Webinar ended** Triggered when a webinar ends. - Trigger **Webinar started** Triggered when a webinar starts. - Action **Add meeting registrant** Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved. - Action **Create meeting** Creates a new meeting. - Action **Delete meeting** Deletes the specified meeting. - Action **End meeting** Immediately ends a meeting. - Action **Find meeting by agenda** Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match. - Action **Get approved meeting registrants** Returns approved registrants (up to 300 max) registrants for the specified meeting. - Action **Get connection mode** Returns the mode of the named Zoom connection, either Individual or Admin. - Action **Get meeting** Outputs details for the specified meeting. - Action **Get meeting registrant** Returns details for the specified registrant in the specified meeting. - Action **Get user** Returns a Zoom user's profile and settings by user ID or email. - Action **Get user settings** Outputs all settings for the specified user. - Action **List cloud recordings** Lists cloud recordings for a Zoom user within a date range. - Action **List meetings** Lists a Zoom user's scheduled, live, or upcoming meetings. - Action **List users** Lists the users on the Zoom account. - Action **Update meeting** Updates an existing meeting. - Action **Update meeting registrant status** Updates a registrant's status for the specified meeting. - Action **Update user settings** Updates the specified user's settings. ## Each app on its own - [ **DonorPerfect** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connections/donorperfect) - [ **Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connections/zoom) 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 Zoom - [ **HubSpot to Zoom** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoom) - [ **Salesforce to Zoom** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoom) - [ **Gmail to Zoom** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoom) - [ **Google Calendar to Zoom** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoom) - [ **Google Drive to Zoom** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-zoom) - [ **Mailchimp to Zoom** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-zoom) Questions ## DonorPerfect and Zoom, answered ### ### Can a Zoom registrant be matched to an existing DonorPerfect record? Yes. The Get donor by email action looks up the registrant's address in DonorPerfect, and you can decide what happens when no donor comes back, such as skipping the rest or creating the donor with Add donor. ### ### What can be written back to DonorPerfect after a Zoom meeting or recording? You can add a contact record on the donor with Add contact, which is the usual place for call and meeting notes, or store details such as a recording link with Add other info. Gifts and pledges can also be added if that fits the scenario. ### ### 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 Zoom when something happens in DonorPerfect? Any of Zoom's 17 actions, including Add meeting registrant, Create meeting, Update meeting and Update meeting registrant status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoom to DonorPerfect? Yes. When something happens in Zoom, your agent can act in DonorPerfect too. This page covers both directions: Zoom's triggers and DonorPerfect's actions are listed here as well. ### ### Do I have to build a connector for DonorPerfect or Zoom? 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 Zoom 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.