# Connect Raisely and Zengine

When **New Campaign** fires in [Raisely](https://apiant.ai/connections/raisely), your agent runs **Add Form Record** in [Zengine](https://apiant.ai/connections/zengine), or **New Event** in Zengine to **Get user** in Raisely. Describe the whole flow and it is built, tested on every scenario and kept running.

Raisely **3** triggers Raisely **9** actions Zengine **3** triggers Zengine **12** 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 Zengine 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 and Zengine can do together

### From Raisely to Zengine

- When **New Campaign** in Raisely then **Add Form Record** in Zengine
- When **New Interaction** in Raisely then **Add record** in Zengine

### From Zengine to Raisely

- When **New Event** in Zengine then **Get user** in Raisely
- When **New Task** in Zengine then **Update campaign** in Raisely

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 Zengine

## Triggers and actions 6 triggers · 21 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.

- Trigger

**New Event**

Triggers when a new event is added.

- Trigger

**New Task**

Triggers when a new task is added.

- Trigger

**Updated Record**

Triggers when any record is updated in a form of your choice.

- Action

**Add Comment**

Adds a comment to a record or workspace.

- Action

**Add Form Record**

Adds a record to a form.

- Action

**Add record**

Create a record in a form.

- Action

**Create Event**

Creates a calendar event in a Zengine workspace.

- Action

**Create Task**

Creates a task in a Zengine workspace.

- Action

**Delete Record**

Deletes a record.

- Action

**Find Record**

Returns the records in a form that match the specified name, folder, creator, completion state or dates.

- Action

**Get Event**

Returns one calendar event by id.

- Action

**Get record**

Retrieve one record by id.

- Action

**Get Task**

Returns one task by id.

- Action

**Update Record**

Updates a record.

- Action

**Upload File to Field**

Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

## 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)
- [ **Zengine** Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through...](https://apiant.ai/connections/zengine)

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 Zengine

- [ **HubSpot to Zengine** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zengine)
- [ **Salesforce to Zengine** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zengine)
- [ **Slack to Zengine** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zengine)
- [ **Google Sheets to Zengine** Google Sheets](https://apiant.ai/connect/google-sheets-to-zengine)
- [ **Gmail to Zengine** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zengine)
- [ **Google Calendar to Zengine** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zengine)

Questions

## Raisely and Zengine, 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 Zengine when something happens in Raisely?

Any of Zengine's 12 actions, including Create Event, Create Task, Update Record and Upload File to Field. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Zengine to Raisely?

Yes. When something happens in Zengine, your agent can act in Raisely too. This page covers both directions: Zengine's triggers and Raisely's actions are listed here as well.

###

### Do I have to build a connector for Raisely or Zengine?

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.
