--- title: "Connect HubSpot and Raiser's Edge - APIANT.ai" description: "When \"Deal stage changed\" fires in HubSpot, your agent runs \"Create Constituent Email Address\" in Raiser's Edge." canonical: "https://apiant.ai/connect/hubspot-to-raiser-s-edge" --- # Connect HubSpot and Raiser's Edge When **Deal stage changed** fires in [HubSpot](https://apiant.ai/connections/hubspot), your agent runs **Create Constituent Email Address** in [Raiser's Edge](https://apiant.ai/connections/raiser-s-edge), or **New Action** in Raiser's Edge to **Add contact** in HubSpot. Describe the whole flow and it is built, tested on every scenario and kept running. HubSpot **29** triggers HubSpot **137** actions Raiser's Edge **13** triggers Raiser's Edge **83** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HubSpot and Raiser's Edge 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 HubSpot and Raiser's Edge can do together ### From HubSpot to Raiser's Edge - When **Deal stage changed** in HubSpot then **Create Constituent Email Address** in Raiser's Edge - When **Form submitted** in HubSpot then **Create Constituent Note** in Raiser's Edge ### From Raiser's Edge to HubSpot - When **New Action** in Raiser's Edge then **Add contact** in HubSpot - When **New Constituent** in Raiser's Edge then **Add contact to list** in HubSpot 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 HubSpot and Raiser's Edge ## Triggers and actions 42 triggers · 220 actions - Trigger **Company deleted** Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Contact deleted** Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Deal deleted** Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Deal stage changed** Triggers when a deal moves to a new stage in a pipeline. - Trigger **Form submitted** Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks. - Trigger **New associated object** Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company). - Trigger **New blog post** Triggers on a new blog post added to the selected blog. - Trigger **New calendar task +30d** Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist. - Trigger **New company** Triggered when a new company is added. - Trigger **New company (instant)** Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New contact** Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New deal** Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **New note added to contact** Triggers when a note linked to a contact is added in HubSpot. - Trigger **New or changed engagements** Triggers on new or changed engagements. - Trigger **New or updated company** Triggered when a company is created or modified - Trigger **New or updated contact** Triggers on new or updated contacts. - Trigger **New or updated contact (Custom Fields Included)** Triggered when a contact is created or updated. - Trigger **New or updated deal** Triggered when a deal is created or updated. - Trigger **New or updated ticket** Triggered when a ticket is created or updated. - Trigger **New social media message** Triggered when a new social media message is added. - Trigger **New ticket** Triggers when new ticket is available. - Trigger **Ticket property changed** Triggered when the chosen property changes on a ticket - Trigger **Two-way sync new or updated companies** A trigger for two-way syncing new and updated companies, 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 contacts** A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping. - Trigger **Updated company custom property** Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated contact** Triggered when a contact is updated. - Trigger **Updated contact custom property** Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated contact custom property by name** Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Trigger **Updated deal custom property** Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier). - Action **Add company** Adds a new company. - Action **Add contact** Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added. - Action **Add contact to list** Adds a contact to the specified contact list. - Action **Add contact to workflow** Enrolls a contact to a workflow provided the workflow ID and the contact email. - Action **Add custom object record** Adds a record to the specified custom object. - Action **Add deal** Creates a new deal and optionally associates it with a contact and/or company. - Action **Add meeting** Creates a meeting engagement. - Action **Add or update company** Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated. - Action **Add or update contact** Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output. - Action **Add or update deal** Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found. - Action **Add ticket** Adds a new ticket. - Action **Append company dropdown property values** Appends one or more values to a company dropdown property. An error occurs if the named property is not found. - Action **Append company multi-select property dropdown values** Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found. - Action **Append contact dropdown property values** Appends one or more values to a contact dropdown property. An error occurs if the named property is not found. - Action **Append contact multi-select property dropdown values** Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found. - Action **Append deal dropdown property values** Appends one or more values to a deal dropdown property. An error occurs if the named property is not found. - Action **Append deal multi-select property dropdown values** Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found. - Action **Append ticket dropdown property values** Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found. - Action **Append ticket multi-select property values** Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found. - Action **Clear contact property value** Erases the value of specified property for the specified contact. - Action **Clear deal property value** Erases the value of specified property for the specified deal. - Action **Clear ticket property value** Erases the value of specified property for the specified ticket. - Action **Convert to valid property name** Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters. - Action **Copy workflow** Copies the specified workflow. The new workflow will have "COPY" appended to its name. - Action **Create a blog post** Creates a new blog post - Action **Create a company property: boolean checkbox** Creates a boolean checkbox company property. No error occurs if the property already exists. - Action **Create a company property: dropdown select** Creates a dropdown select list company property. No error occurs if the property already exists. - Action **Create a company property group** Creates a company property group. No error occurs if the group already exists. - Action **Create a company property: multi-select** Creates a multi-select list company property. No error occurs if the property already exists. - Action **Create a company property: single value** Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create a contact list** Creates a contact list. An error occurs if the list already exists. - Action **Create a contact property: boolean checkbox** Creates a boolean checkbox contact property. No error occurs if the property already exists. - Action **Create a contact property: dropdown select** Creates a dropdown select list contact property. No error occurs if the property already exists. - Action **Create a contact property group** Creates a contact property group. No error occurs if the group already exists. - Action **Create a contact property: multi-select** Creates a multi-select list contact property. No error occurs if the property already exists. - Action **Create a contact property: single value** Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create a deal pipeline and stages** Creates a new deal pipeline and up to 10 stages. - Action **Create a deal property** Creates a deal property. No error occurs if the property already exists. - Action **Create a deal property: boolean checkbox** Creates a boolean checkbox deal property. No error occurs if the property already exists. - Action **Create a deal property: dropdown select** Creates a dropdown select list deal property. No error occurs if the property already exists. - Action **Create a deal property group** Creates a deal property group. No error occurs if the group already exists. - Action **Create a deal property: multi-select** Creates a multi-select list deal property. No error occurs if the property already exists. - Action **Create a deal property: single value** Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create an email engagement** Logs an incoming email in HubSpot and links it to the given contacts, companies and deals. - Action **Create a note engagement** Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets. - Action **Create association** Creates an association between two objects - Action **Create association: contact to contact** Creates an association between two contacts - Action **Create association type** Creates an association type between two objects. An error occurs if the association already exists. - Action **Create a task engagement** Creates a new task engagement. - Action **Create a ticket property: boolean checkbox** Creates a boolean checkbox ticket property. No error occurs if the property already exists. - Action **Create a ticket property: dropdown select** Creates a dropdown select list ticket property. No error occurs if the property already exists. - Action **Create a ticket property group** Creates a ticket property group. No error occurs if the group already exists. - Action **Create a ticket property: multi-select** Creates a multi-select list ticket property. No error occurs if the property already exists. - Action **Create a ticket property: single value** Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists. - Action **Create custom association** Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type. - Action **Create record** Creates a record of the selected CRM object type with the supplied properties. - Action **CRM card: set display values** Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display. - Action **Delete contact** Deletes a contact provided its contact ID. - Action **Delete contact list** Deletes a contact list specified by ID. - Action **Delete contact secondary email** Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found. - Action **Delete deal** Deletes a deal provided its deal ID. - Action **Delete record** Deletes a record of the selected CRM object type by ID. - Action **Delete ticket** Deletes a ticket provided a ticket ID. - Action **Find companies associated to contact** Returns up to 500 company IDs associated with the specified contact - Action **Find company by name** Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted. - Action **Find company by property** Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs. - Action **Find contact by email** Finds a contact by email. If the contact is not found, no information is emitted and no error occurs. - Action **Find contact by property** Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields. - Action **Find contact list by name** Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list. - Action **Find contacts by property** Returns contact IDs for all contacts matching the specified property value. - Action **Find custom object records associated to contact** Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass. - Action **Find custom object records by property** Returns record IDs for all records of the specified custom object matching the specified property value. - Action **Find deal by name** Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted. - Action **Find deal by property** Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs. - Action **Find deals associated to company** Returns up to 500 deal IDs associated with the specified company - Action **Find deals associated to contact** Returns up to 500 deal IDs associated with the specified contact - Action **Find owner by email** Fetches owner details for an owner with the specified email address. - Action **Find pipeline by name** Finds a pipeline provided its name and its type. - Action **Find recently modified deals** Returns recently modified deals. - Action **Get associated records with labels** List the records associated to a record, including the label and type of each association. - Action **Get association types** Returns all association types between the specified two object types. - Action **Get calls for contact** Returns all calls with the specified contact, optionally within a specified datetime range. - Action **Get calls for deal** Returns all calls with the specified deal, optionally within a specified datetime range. - Action **Get company** Returns company details for the specified ID. - Action **Get contact** Returns contact details for the specified ID. - Action **Get contact list** Read a single contact list by its ID. - Action **Get contact secondary emails** Returns all secondary emails for the specified contact. - Action **Get custom object records batch by IDs** Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass. - Action **Get deal** Returns details for the deal with the specified ID. - Action **Get emails for contact** Returns all emails with the specified contact, optionally within a specified datetime range. - Action **Get emails for deal** Returns all emails with the specified deal, optionally within a specified datetime range. - Action **Get meetings for contact** Returns all meetings with the specified contact, optionally within a specified datetime range. - Action **Get meetings for deal** Returns all meetings with the specified deal, optionally within a specified datetime range. - Action **Get notes for contact** Returns all notes with the specified contact, optionally within a specified datetime range. - Action **Get notes for deal** Returns all notes with the specified deal, optionally within a specified datetime range. - Action **Get Object by Field Value** Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID. - Action **Get object property info** Returns information for the specified property for the specified company, contact, or deal object type. - Action **Get owner** Returns details for the owner with the specified ID. - Action **Get record** Returns a single record of the selected CRM object type by ID. - Action **Get tasks for contact** Returns all tasks with the specified contact, optionally within a specified datetime range. - Action **Get tasks for deal** Returns all tasks with the specified deal, optionally within a specified datetime range. - Action **Get ticket** Returns details for the ticket with the specified ID. - Action **Get total number of contacts having property** Returns the total number of contacts having the specified property. - Action **Import records from CSV into object** Imports records from a CSV file into a specified object. - Action **List all workflows** Returns the name and id of all workflows visible in the portal. - Action **List contact IDs of a company** Given a company ID, finds all contacts in that company. - Action **List contact list memberships (v3)** Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id. - Action **List owners** Returns a list of HubSpot account owners, supporting pagination and optional filtering by email. - Action **List pipelines** Returns the pipelines for deals or tickets, depending on which object type you select. - Action **List pipeline stages** Returns the stages in a specific deal or ticket pipeline. - Action **List records** Lists records of the selected CRM object type. - Action **Log call** Logs a completed call in HubSpot and links it to the given contacts. - Action **Merge contacts** Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values. - Action **Parse property option errors** Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty. - Action **Remove contact from list (v3)** Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes. - Action **Search contact lists (v3)** Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type. - Action **Search records** Searches records of the selected CRM object type by filter criteria. - Action **Submit a form** Submits a form to the Forms API - Action **Two-way sync add or update a company** An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping. - Action **Unsubscribe contact from all lists** Unsubscribes a contact from all lists. - Action **Update company** Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update company multi-select property - check value** Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked. - Action **Update company multi-select property - uncheck value** Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed). - Action **Update contact** Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update contact multi-select property - check value** Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked. - Action **Update contact multi-select property - uncheck value** Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed). - Action **Update contact properties** Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update custom object multi-select property - check value** Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked. - Action **Update custom object record** Updates a specified record in the specified custom object. - Action **Update custom object record pipeline and stage** Updates the specified custom object record to place it in the specified pipeline and stage. - Action **Update deal** Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update deal multi-select property - check value** Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked. - Action **Update deal multi-select property - uncheck value** Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed). - Action **Update record** Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly. - Action **Update ticket multi-select property - check value** Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked. - Action **Update ticket multi-select property - uncheck value** Updates the specified multi-select property for the specified ticket such that the specified value is unchecked. - Action **Upload Files** Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference. - Trigger **New Action** Triggers when a new action is added to any constituent in Raiser's Edge NXT. - Trigger **New Constituent** Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id. - Trigger **New Event** Triggers when a new event is created in Raiser's Edge NXT. - Trigger **New Event Participant** Triggers when a new participant is added to the selected Raiser's Edge NXT event. - Trigger **New Fund** Triggers when a new fund is created in Raiser's Edge NXT. - Trigger **New Gift** Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id. - Trigger **New Gift Batch** Triggers when a new gift batch is created in Raiser's Edge NXT. - Trigger **New Membership** Triggers when a new membership is added to a constituent in Raiser's Edge NXT. - Trigger **New Note** Triggers when a new note is added to a constituent record in Raiser's Edge NXT. - Trigger **New Opportunity** Triggers when a new opportunity is created in Raiser's Edge NXT. - Trigger **New or Updated Gift** Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear. - Trigger **New or Updated Opportunity** Triggers when an opportunity is created or updated in Raiser's Edge NXT. - Trigger **Updated Constituent** Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified. - Action **Add Constituent Code** Assigns a constituent code (classification) to a constituent. - Action **Create Constituent** Creates a new constituent (individual or organization) in The Raiser's Edge. - Action **Create Constituent Action** Creates an action (interaction/task) on a constituent record. - Action **Create Constituent Address** Adds an address to a constituent record. - Action **Create Constituent Custom Field** Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories. - Action **Create Constituent Email Address** Adds a new email address to a constituent record in Raiser's Edge NXT. - Action **Create Constituent Note** Adds a note to a constituent record. - Action **Create Constituent Phone** Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID. - Action **Create Event** Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID. - Action **Create Event Participant** Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant. - Action **Create Gift** Creates a new gift (donation) for a constituent. - Action **Create Gift Batch** Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID. - Action **Create Gift Custom Field** Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories. - Action **Create Membership** Adds a membership to a constituent in Raiser's Edge NXT. - Action **Create Opportunity** Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent. - Action **Create Opportunity Note** Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID. - Action **Create Participant Fee** Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation. - Action **Delete Action** Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT. - Action **Delete Constituent Address** Deletes an address from a constituent record in Raiser's Edge NXT. - Action **Delete Constituent Email Address** Deletes an email address from a constituent record in Raiser's Edge NXT. - Action **Delete Constituent Phone** Deletes a phone number from a constituent's record in Raiser's Edge NXT. - Action **Delete Event** Deletes an event from Raiser's Edge NXT. - Action **Delete Event Participant** Deletes a participant from a Raiser's Edge NXT event. - Action **Delete Note** Deletes a constituent note in Raiser's Edge NXT. - Action **Delete Opportunity** Deletes an opportunity from Raiser's Edge NXT. - Action **Downgrade Membership** Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded. - Action **Drop Membership** Drops an active or lapsed membership in Raiser's Edge NXT. - Action **Find Duplicate Constituents** Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match. - Action **Get Action** Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal. - Action **Get Appeal** Returns an appeal by its ID, including its category, dates, goal and custom field values. - Action **Get Campaign** Returns a campaign by its ID, including its category, dates, goal and custom field values. - Action **Get Constituent** Retrieves a constituent by system record id. - Action **Get Constituent Latest Gift** Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to. - Action **Get Constituent Lifetime Giving** Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving. - Action **Get Event** Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal. - Action **Get Event Participant** Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level. - Action **Get Gift** Retrieves a gift by system record id. - Action **Get Membership** Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed. - Action **Get Note** Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to. - Action **Get Opportunity** Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values. - Action **Get Package** Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count. - Action **List Actions** Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list. - Action **List Appeals** Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals. - Action **List Campaigns** Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns. - Action **List Constituent Actions** Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first. - Action **List Constituent Addresses** Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses. - Action **List Constituent Codes** Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status. - Action **List Constituent Custom Fields** Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date. - Action **List Constituent Email Addresses** Returns all email addresses on file for a constituent, optionally including inactive ones. - Action **List Constituent Memberships** Returns every membership held by a constituent, including program, category, dues, dates, standing and members. - Action **List Constituent Notes** Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes. - Action **List Constituent Phones** Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags. - Action **List Constituents** Lists constituents with paging (limit/offset). - Action **List Constituents in List** Returns constituents that belong to a saved list (by list id). - Action **List Event Fees** Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold. - Action **List Event Participants** Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more. - Action **List Events** Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified. - Action **List Funds** Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds. - Action **List Gift Batches** Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions. - Action **List Gift Custom Fields** Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date. - Action **List Gifts** Lists gifts, optionally filtered by constituent, with paging. - Action **List Memberships** Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date. - Action **List Opportunities** Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text. - Action **List Opportunity Notes** Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author. - Action **List Packages** Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified. - Action **List Participant Fees** Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for. - Action **Rejoin Membership** Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership. - Action **Renew Membership** Renews an existing Raiser's Edge NXT membership for a new term. - Action **Search Constituents** Searches constituents by name, lookup id, email, or other text. - Action **Update Action** Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed. - Action **Update Constituent** Updates an existing constituent's core fields. - Action **Update Constituent Address** Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed. - Action **Update Constituent Custom Field** Updates the value, comment or date of an existing custom field on a constituent record. - Action **Update Constituent Email Address** Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email. - Action **Update Constituent Phone** Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting. - Action **Update Event** Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed. - Action **Update Event Participant** Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed. - Action **Update Gift** Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed. - Action **Update Gift Acknowledgement** Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT. - Action **Update Gift Receipt** Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status. - Action **Update Note** Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values. - Action **Update Opportunity** Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers. - Action **Upgrade Membership** Upgrades a membership to a higher category during its current membership cycle. ## Each app on its own - [ **HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connections/hubspot) - [ **Raiser's Edge** The Raiser's Edge NXT by Blackbaud — a cloud-based fundraising and constituent relationship management...](https://apiant.ai/connections/raiser-s-edge) Reviews ## What our customers say ## More from HubSpot - [ **HubSpot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **HubSpot to Google Sheets** Google Sheets](https://apiant.ai/connect/hubspot-to-google-sheets) - [ **HubSpot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hubspot-to-stripe) - [ **HubSpot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hubspot-to-shopify) - [ **HubSpot to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hubspot-to-quickbooks-online) - [ **HubSpot to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/hubspot-to-pipedrive) ## More into Raiser's Edge - [ **Google Sheets to Raiser's Edge** Google Sheets](https://apiant.ai/connect/google-sheets-to-raiser-s-edge) - [ **Gmail to Raiser's Edge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-raiser-s-edge) - [ **Google Calendar to Raiser's Edge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-raiser-s-edge) - [ **Google Drive to Raiser's Edge** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-raiser-s-edge) - [ **Mailchimp to Raiser's Edge** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-raiser-s-edge) - [ **QuickBooks Online to Raiser's Edge** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-raiser-s-edge) Questions ## HubSpot and Raiser's Edge, answered ### ### What can start an automation from HubSpot? Any of HubSpot's 29 triggers in the catalog, including Deal stage changed, Form submitted, New associated object and New blog post. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Raiser's Edge when something happens in HubSpot? Any of Raiser's Edge's 83 actions, including Create Constituent, Create Constituent Action, Create Constituent Address and Create Constituent Custom Field. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Raiser's Edge to HubSpot? Yes. When something happens in Raiser's Edge, your agent can act in HubSpot too. This page covers both directions: Raiser's Edge's triggers and HubSpot's actions are listed here as well. ### ### Do I have to build a connector for HubSpot or Raiser's Edge? 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 HubSpot and Raiser's Edge 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.