# Connect Raisely to Teamgate When **New Campaign** fires in [Raisely](https://apiant.ai/connections/raisely), your agent runs **Create Deal** in [Teamgate](https://apiant.ai/connections/teamgate). Describe the whole flow and it is built, tested on every scenario and kept running. Raisely **3** triggers Raisely **9** actions Teamgate **35** 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 Teamgate to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Teamgate - When **New Campaign** in Raisely then **Create Deal** in Teamgate - When **New Interaction** in Raisely then **Create Lead** in Teamgate 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 Teamgate ## Triggers and actions 3 triggers · 44 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 **Create Activity** Creates a new activity. - Action **Create Company** Creates a new company. - Action **Create Deal** Creates a new deal in Teamgate. - Action **Create Lead** Creates a new lead in Teamgate. A lead is either a person (give a Name) or a company (give a Company Name or Company ID). - Action **Create Note** Creates a note in Teamgate, optionally linked to products, companies, deals or leads. - Action **Create Person** Creates a new person (contact) in Teamgate. - Action **Create Product** Creates a new product. - Action **Delete Activity** Deletes an activity (task, call or note) in Teamgate. - Action **Delete Company** Deletes a company in Teamgate by its ID. - Action **Delete Deal** Delete a deal by id. - Action **Delete Lead** Deletes a lead in Teamgate by its ID. - Action **Delete Note** Deletes a note in Teamgate. - Action **Delete Person** Delete a person by id. - Action **Delete Product** Delete a product by id. - Action **Find Company** Returns the companies whose name matches the given name (exact or contains), optionally narrowed by code or VAT code. - Action **Find Deal** Returns the deals whose name matches the specified name, optionally narrowed by status. - Action **Find Lead** Finds Teamgate leads by name, optionally narrowed by company, source, industry or status. - Action **Find Person** Find people in Teamgate by name, optionally narrowed by source, industry or job title. - Action **Find Product** Finds a product give. - Action **Get Activity** Retrieve details of a single activity by id. - Action **Get Company** Retrieve details of a single organization (company) by id. - Action **Get Deal** Retrieve details of a single deal by id. - Action **Get Lead** Retrieve details of a single lead by id. - Action **Get Note** Retrieve details of a single note by id. - Action **Get Person** Retrieves a single person from Teamgate by id, including custom field values. - Action **Get Product** Retrieve a single Teamgate product by id, including its custom field values. - Action **List Activities** Retrieve all activities. - Action **Update Activity** Update fields of an existing activity by id. - Action **Update Cart Products Status** Sets every product in a deal's cart active (in stock) or inactive (out of stock). - Action **Update Company** Update existing company. - Action **Update Deal** Update existing deal. - Action **Update Lead** Updates an existing lead in Teamgate. Only the fields you fill in are changed. - Action **Update Note** Updates the text or linked records of an existing Teamgate note. - Action **Update Person** Update existing person. - Action **Update Product** Update existing product. ## 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) - [ **Teamgate** Teamgate is an intelligent sales CRM with a great insights.](https://apiant.ai/connections/teamgate) 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 Teamgate - [ **HubSpot to Teamgate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamgate) - [ **Salesforce to Teamgate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamgate) - [ **Slack to Teamgate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamgate) - [ **Google Sheets to Teamgate** Google Sheets](https://apiant.ai/connect/google-sheets-to-teamgate) - [ **Gmail to Teamgate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamgate) - [ **Google Calendar to Teamgate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamgate) Questions ## Raisely and Teamgate, 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 Teamgate when something happens in Raisely? Any of Teamgate's 35 actions, including Create Activity, Create Company, Create Deal and Create Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamgate to Raisely? Teamgate has no triggers in the catalog today, so automations start in Raisely. If you need the other direction, ask: your agent reads Teamgate's API documentation and adds it. ### ### Do I have to build a connector for Raisely or Teamgate? 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. ### ### 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.