--- title: "Connect Raisely to Dwolla - APIANT.ai" description: "When \"New Campaign\" fires in Raisely, your agent runs \"Add customer\" in Dwolla." canonical: "https://apiant.ai/connect/raisely-to-dwolla" --- # Connect Raisely to Dwolla When **New Campaign** fires in [Raisely](https://apiant.ai/connections/raisely), your agent runs **Add customer** in [Dwolla](https://apiant.ai/connections/dwolla). Describe the whole flow and it is built, tested on every scenario and kept running. Raisely **3** triggers Raisely **9** actions Dwolla **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Raisely and Dwolla 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 Raisely can start in Dwolla - When **New Campaign** in Raisely then **Add customer** in Dwolla - When **New Interaction** in Raisely then **Update customer** in Dwolla 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 Raisely and Dwolla ## Triggers and actions 3 triggers · 28 actions - Trigger **New Campaign** Triggers when a new campaign is created in your Raisely organisation. - Trigger **New Interaction** Triggers when a new interaction is recorded against a person in Raisely. - Trigger **New Person** Triggers when a new person (supporter) is added to your Raisely organisation. - Action **Get campaign** Returns a Raisely campaign, including its settings and custom public fields, by its path or UUID. - Action **Get donation** Returns a single donation by its unique ID, including its amount, donor and any custom fields. - Action **Get profile** Returns a fundraising profile (individual or team page), including its goal, totals and custom fields. - Action **Get user** Returns a Raisely user (a person with access to your organisation's admin) by their unique ID. - Action **List campaigns** Returns the campaigns in your Raisely account, newest first, optionally filtered by search text, path, mode or status. - Action **List donations** Returns the donations in your Raisely organisation, optionally narrowed to one campaign or by search text. - Action **Update campaign** Updates an existing Raisely campaign's name, description or fundraising goal. Fields left blank are not changed. - Action **Update donation** Updates an existing donation's donor details and message in Raisely. - Action **Update profile** Updates a fundraising profile's name, description, goal or photo, and returns the updated profile. - Action **Add beneficial owner** Adds a beneficial owner (an individual owning 25% or more) to a verified business customer, identified by SSN for US owners or by passport for non-US owners. - Action **Add customer** Creates a Dwolla customer — receive-only, unverified, verified personal, or verified business. - Action **Add document** Uploads an identity verification document (passport, license, ID card) for a Dwolla customer. - Action **Add funding source** Creates a bank account, virtual account number or debit card funding source for a Dwolla customer. - Action **Add mass payment** Creates a mass payment that sends up to 5,000 individual payments from one Dwolla funding source in a single batch. - Action **Add transfer** Initiates a Dwolla transfer of money from one funding source to another, returning the new transfer's id and link. - Action **Cancel transfer** Cancels a pending Dwolla transfer and returns the updated transfer. - Action **Delete funding source** Removes a bank or debit card funding source in Dwolla. The funding source is soft deleted and stays readable, marked as removed. - Action **Find customers** Searches Dwolla customers by name, business name or email, optionally filtered by verification status. - Action **Get customer** Returns a Dwolla customer's details, including name, email, type and verification status. - Action **Get funding source** Returns a Dwolla funding source (bank account or balance) by its ID, including its type, status and bank details. - Action **Get funding source balance** Returns the current balance of a Dwolla funding source — balance and total for a Dwolla balance, available and closing for a bank account, available for a settlement account. - Action **Get mass payment** Returns a Dwolla mass payment by its ID, including its processing status (pending, processing or complete), creation date, totals and metadata. - Action **List beneficial owners** Returns all beneficial owners associated with a business verified Dwolla customer. - Action **List documents** Returns all identity verification documents submitted for a Dwolla customer, including their type, review status and verification result. - Action **List events** Returns the recent events (state changes to customers, transfers, funding sources and more) in your Dwolla application, newest first. - Action **List funding sources** Returns all funding sources for a Dwolla customer, including bank accounts, debit cards and the Dwolla balance, with their verification status. - Action **List transfers** Returns the transfers for a Dwolla customer, optionally filtered by amount range, date range, status, correlation ID or a name/email search. - Action **Update customer** Updates a Dwolla customer's information, upgrades or retries verification, or suspends, deactivates or reactivates the customer. ## Each app on its own - [ **Raisely** Raisely is an online fundraising platform to help charities raise money online and nurture their supporters.](https://apiant.ai/connections/raisely) - [ **Dwolla** Say goodbye to plastic cards, ATM fees, hidden charges and fine print.](https://apiant.ai/connections/dwolla) Reviews ## What our customers say ## More from Raisely - [ **Raisely to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/raisely-to-salesforce) - [ **Raisely to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/raisely-to-slack) - [ **Raisely to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/raisely-to-stripe) - [ **Raisely to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/raisely-to-shopify) - [ **Raisely to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/raisely-to-trello) - [ **Raisely to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/raisely-to-zoom) ## More into Dwolla - [ **HubSpot to Dwolla** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dwolla) - [ **Salesforce to Dwolla** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dwolla) - [ **Slack to Dwolla** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dwolla) - [ **Google Sheets to Dwolla** Google Sheets](https://apiant.ai/connect/google-sheets-to-dwolla) - [ **Gmail to Dwolla** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dwolla) - [ **Google Calendar to Dwolla** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dwolla) Questions ## Raisely and Dwolla, answered ### ### What can start an automation from Raisely? Any of Raisely's 3 triggers in the catalog, including New Campaign, New Interaction and New Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dwolla when something happens in Raisely? Any of Dwolla's 19 actions, including Update customer, Add beneficial owner, Add customer and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dwolla to Raisely? Dwolla has no triggers in the catalog today, so automations start in Raisely. If you need the other direction, ask: your agent reads Dwolla's API documentation and adds it. ### ### Do I have to build a connector for Raisely or Dwolla? 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 Raisely and Dwolla 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.