--- title: "Connect karmaCRM to Fundraise Up - APIANT.ai" description: "When \"New Company\" fires in karmaCRM, your agent runs \"Add designation\" in Fundraise Up." canonical: "https://apiant.ai/connect/karmacrm-to-fundraise-up" --- # Connect karmaCRM to Fundraise Up When **New Company** fires in [karmaCRM](https://apiant.ai/connections/karmacrm), your agent runs **Add designation** in [Fundraise Up](https://apiant.ai/connections/fundraise-up). Describe the whole flow and it is built, tested on every scenario and kept running. karmaCRM **4** triggers karmaCRM **18** actions Fundraise Up **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 karmaCRM and Fundraise Up 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 karmaCRM can start in Fundraise Up - When **New Company** in karmaCRM then **Add designation** in Fundraise Up - When **New Contact** in karmaCRM then **Add fundraiser** in Fundraise Up 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 karmaCRM and Fundraise Up ## Triggers and actions 4 triggers · 35 actions - Trigger **New Company** Triggers when a new company is created in karmaCRM. - Trigger **New Contact** Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags. - Trigger **New deal** Triggers when a new deal is created in karmaCRM. - Trigger **Updated Contact** Triggers when a contact is updated in karmaCRM. - Action **Add note** Adds a note (or logged call) to a karmaCRM contact, company or other record. - Action **Create Company** Creates a company in karmaCRM with its contact details, tags and custom field values. - Action **Create Contact** Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values. - Action **Create Deal** Creates a deal in karmaCRM, optionally linked to a contact and company. - Action **Create Task** Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts. - Action **Delete company** Deletes a company from karmaCRM. - Action **Delete contact** Deletes a contact from karmaCRM by its ID. - Action **Delete deal** Deletes a deal from karmaCRM. - Action **Find Company** Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches. - Action **Find Contact** Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags. - Action **Get company** Returns a single karmaCRM company by its ID, including contact details, tags and custom field values. - Action **Get contact** Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values. - Action **Get deal** Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values. - Action **Get note** Returns a single karmaCRM note (history entry), including its content, related record and participants. - Action **List deals** Returns the deals in your karmaCRM account, optionally only those after a given date. - Action **Update company** Updates an existing company in karmaCRM, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in karmaCRM, changing only the fields you fill in. - Action **Update deal** Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values. - Action **Add designation** Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it. - Action **Add fundraiser** Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser. - Action **Delete designation** Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs. - Action **Get campaign** Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations. - Action **Get designation** Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps. - Action **Get donation** Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields. - Action **Get recurring plan** Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields. - Action **Get supporter** Returns one supporter's details, such as name, email, language, mailing address, phone number and employer. - Action **List campaigns** Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date. - Action **List designations** Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date. - Action **List donations** Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date. - Action **List fundraisers** Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date. - Action **List recurring plans** Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date. - Action **List supporters** Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date. - Action **Update designation** Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values. - Action **Update donation** Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments. - Action **Update fundraiser** Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values. ## Each app on its own - [ **karmaCRM** KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your...](https://apiant.ai/connections/karmacrm) - [ **Fundraise Up** Fundraise Up is a donor-centric, AI-assisted online giving solution that helps nonprofits significantly...](https://apiant.ai/connections/fundraise-up) Reviews ## What our customers say ## More from karmaCRM - [ **karmaCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/karmacrm-to-salesforce) - [ **karmaCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/karmacrm-to-slack) - [ **karmaCRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/karmacrm-to-mailchimp) - [ **karmaCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/karmacrm-to-stripe) - [ **karmaCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/karmacrm-to-shopify) - [ **karmaCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/karmacrm-to-quickbooks-online) ## More into Fundraise Up - [ **HubSpot to Fundraise Up** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fundraise-up) - [ **Salesforce to Fundraise Up** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fundraise-up) - [ **Slack to Fundraise Up** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fundraise-up) - [ **Google Sheets to Fundraise Up** Google Sheets](https://apiant.ai/connect/google-sheets-to-fundraise-up) - [ **Gmail to Fundraise Up** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fundraise-up) - [ **Google Calendar to Fundraise Up** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fundraise-up) Questions ## karmaCRM and Fundraise Up, answered ### ### What can start an automation from karmaCRM? Any of karmaCRM's 4 triggers in the catalog, including New Company, New Contact, New deal and Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Fundraise Up when something happens in karmaCRM? Any of Fundraise Up's 17 actions, including Update designation, Update donation, Update fundraiser and Add designation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fundraise Up to karmaCRM? Fundraise Up has no triggers in the catalog today, so automations start in karmaCRM. If you need the other direction, ask: your agent reads Fundraise Up's API documentation and adds it. ### ### Do I have to build a connector for karmaCRM or Fundraise Up? 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 karmaCRM and Fundraise Up 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.