--- title: "Connect Planning Center to zipBoard - APIANT.ai" description: "When \"New Donation\" fires in Planning Center, your agent runs \"Create Tasks\" in zipBoard." canonical: "https://apiant.ai/connect/planning-center-to-zipboard" --- # Connect Planning Center to zipBoard When **New Donation** fires in [Planning Center](https://apiant.ai/connections/planning-center), your agent runs **Create Tasks** in [zipBoard](https://apiant.ai/connections/zipboard). Describe the whole flow and it is built, tested on every scenario and kept running. Planning Center **6** triggers zipBoard **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Planning Center and zipBoard 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 Planning Center can start in zipBoard - When **New Donation** in Planning Center then **Create Tasks** in zipBoard - When **New Form Submission** in Planning Center then **Find Tasks** in zipBoard 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 Planning Center and zipBoard ## Triggers and actions 6 triggers · 7 actions - Trigger **New Donation** Triggers when a donation is received. - Trigger **New Form Submission** Triggers when a form submission is received. - Trigger **New List Result** Triggers when the specified List has a new Person added. - Trigger **New Plan** Triggers when a new plan is created in the selected service type. - Trigger **New Profile** Triggers when a new Profile is created. - Trigger **New Workflow Card** Triggers when a new workflow card is created in a specific workflow. - Action **Create Project** Creates a new project. - Action **Create Sharereviewurls** Creates a share (review) URL for a zipBoard file so reviewers can view and/or add feedback. The user must be an Owner, Reviewer, or Manager of the project. - Action **Create Tasks** Creates a task in a zipBoard project. - Action **Find Files** Returns the files matching a file ID, a project ID, or ownership filters. - Action **Find Project** Finds a project by searching. - Action **Find Tasks** Finds tasks in a zipBoard project or file, optionally filtered by task number, status, type or priority. - Action **Review Urls** Lists the review (share) URLs for a zipBoard project, optionally narrowed to one file — external share links and internal reviewboard links for collaborators. ## Each app on its own - [ **Planning Center** Planning Center is a church management system that helps manage people, services, donations, registrations...](https://apiant.ai/connections/planning-center) - [ **zipBoard** zipBoard is a web-based visual feedback and bug tracking tool that helps developers, testers and project...](https://apiant.ai/connections/zipboard) Reviews ## What our customers say ## More from Planning Center - [ **Planning Center to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/planning-center-to-notion) - [ **Planning Center to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/planning-center-to-gohighlevel) - [ **Planning Center to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/planning-center-to-hubspot) - [ **Planning Center to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planning-center-to-salesforce) - [ **Planning Center to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planning-center-to-slack) - [ **Planning Center to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/planning-center-to-google-sheets) ## More into zipBoard - [ **HubSpot to zipBoard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zipboard) - [ **Salesforce to zipBoard** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zipboard) - [ **Slack to zipBoard** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zipboard) - [ **Google Sheets to zipBoard** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zipboard) - [ **Gmail to zipBoard** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zipboard) - [ **Google Calendar to zipBoard** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zipboard) Questions ## Planning Center and zipBoard, answered ### ### What can start an automation from Planning Center? Any of Planning Center's 6 triggers in the catalog, including New Donation, New Form Submission, New List Result and New Plan. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in zipBoard when something happens in Planning Center? Any of zipBoard's 7 actions, including Create Project, Create Sharereviewurls, Create Tasks and Find Files. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from zipBoard to Planning Center? zipBoard has no triggers in the catalog today, so automations start in Planning Center. If you need the other direction, ask: your agent reads zipBoard's API documentation and adds it. ### ### Do I have to build a connector for Planning Center or zipBoard? 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 Planning Center and zipBoard without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in zipBoard 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.