Integration
Connect MiniCRM and Raisely
When New Card fires in MiniCRM, your agent runs Get user in Raisely, or New Campaign in Raisely to Create Contact in MiniCRM. 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 MiniCRM and Raisely 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 MiniCRM and Raisely can do together
From MiniCRM to Raisely
When New Card in MiniCRM
then Get user in Raisely
When New Contact in MiniCRM
then Update campaign in Raisely
From Raisely to MiniCRM
When New Campaign in Raisely
then Create Contact in MiniCRM
When New Interaction in Raisely
then Update Contact in MiniCRM
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 MiniCRM and Raisely
Triggers and actions 7 triggers · 29 actions
Trigger
New CardTriggers when a new card is created in the selected module.
Trigger
New ContactTriggers when a new company or person contact is created in MiniCRM.
Trigger
Updated CardTriggers when a card in the selected module is created or updated, including status changes.
Trigger
Updated ContactTriggers when a company or person contact is created or updated in MiniCRM.
Action
Create AddressAdds a postal address to a contact or company and returns its ID.
Action
Create CardCreates a new card in a module for a contact and returns its ID.
Action
Create ContactCreates a company or person contact in MiniCRM and returns its ID.
Action
Create To-DoCreates a to-do on a card and returns its ID.
Action
Find CardsSearches cards in a module, optionally by main contact or status, and returns the matches.
Action
Find ContactsSearches companies and contacts by name, email, phone or free text and returns the matches.
Action
Get AddressReturns a postal address by its ID.
Action
Get CardReturns a card (project) with its module, contact, status and owner.
Action
Get ContactReturns a company or person contact by its MiniCRM ID.
Action
Get TemplateReturns a template with its name, subject and content.
Action
Get To-DoReturns a to-do with its card, assignee, status and deadline.
Action
List AddressesLists the postal addresses of a contact or company.
Action
List ModulesLists the modules (card categories) in your MiniCRM system with their IDs.
Action
List TemplatesLists the email and document templates of a module.
Action
List To-DosLists the to-dos on a card, optionally only open or closed ones.
Action
Update AddressUpdates a postal address. Only the fields you fill in are changed.
Action
Update Card FieldUpdates one data field on a card, such as its name, owner or a module-specific field.
Action
Update Card StatusMoves a card to a new status.
Action
Update ContactUpdates a company or person contact in MiniCRM. Only the fields you fill in are changed.
Action
Update To-DoUpdates or closes a to-do. Only the fields you fill in are changed.
Trigger
New CampaignTriggers when a new campaign is created in your Raisely organisation.
Trigger
New InteractionTriggers when a new interaction is recorded against a person in Raisely.
Trigger
New PersonTriggers when a new person (supporter) is added to your Raisely organisation.
Action
Get campaignReturns a Raisely campaign, including its settings and custom public fields, by its path or UUID.
Action
Get donationReturns a single donation by its unique ID, including its amount, donor and any custom fields.
Action
Get profileReturns a fundraising profile (individual or team page), including its goal, totals and custom fields.
Action
Get userReturns a Raisely user (a person with access to your organisation's admin) by their unique ID.
Action
List campaignsReturns the campaigns in your Raisely account, newest first, optionally filtered by search text, path, mode or status.
Action
List donationsReturns the donations in your Raisely organisation, optionally narrowed to one campaign or by search text.
Action
Update campaignUpdates an existing Raisely campaign's name, description or fundraising goal. Fields left blank are not changed.
Action
Update donationUpdates an existing donation's donor details and message in Raisely.
Action
Update profileUpdates a fundraising profile's name, description, goal or photo, and returns the updated profile.
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
Reviews
What our customers say
More from MiniCRM
MiniCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
MiniCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
MiniCRM to StripeStripe is a payment processing platform for online businesses.
MiniCRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
MiniCRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
MiniCRM to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Raisely
HubSpot to RaiselyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RaiselyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RaiselyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RaiselyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RaiselyGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RaiselyMailchimp marketing automation and email platform.
Questions
MiniCRM and Raisely, answered
What can start an automation from MiniCRM?
Any of MiniCRM's 4 triggers in the catalog, including New Card, New Contact, Updated Card and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Raisely when something happens in MiniCRM?
Any of Raisely's 9 actions, including Update campaign, Update donation, Update profile and Get campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Raisely to MiniCRM?
Yes. When something happens in Raisely, your agent can act in MiniCRM too. This page covers both directions: Raisely's triggers and MiniCRM's actions are listed here as well.
Do I have to build a connector for MiniCRM or Raisely?
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 MiniCRM and Raisely 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.