--- title: "Connect Raiser's Edge to Pdforge - APIANT.ai" description: "When \"New Action\" fires in Raiser's Edge, your agent runs \"Add template\" in Pdforge." canonical: "https://apiant.ai/connect/raiser-s-edge-to-pdforge" --- # Connect Raiser's Edge to Pdforge When **New Action** fires in [Raiser's Edge](https://apiant.ai/connections/raiser-s-edge), your agent runs **Add template** in [Pdforge](https://apiant.ai/connections/pdforge). Describe the whole flow and it is built, tested on every scenario and kept running. Raiser's Edge **13** triggers Raiser's Edge **83** actions Pdforge **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Raiser's Edge and Pdforge 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 Raiser's Edge can start in Pdforge - When **New Action** in Raiser's Edge then **Add template** in Pdforge - When **New Constituent** in Raiser's Edge then **Update PDF metadata** in Pdforge 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 Raiser's Edge and Pdforge ## Triggers and actions 13 triggers · 96 actions - Trigger **New Action** Triggers when a new action is added to any constituent in Raiser's Edge NXT. - Trigger **New Constituent** Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id. - Trigger **New Event** Triggers when a new event is created in Raiser's Edge NXT. - Trigger **New Event Participant** Triggers when a new participant is added to the selected Raiser's Edge NXT event. - Trigger **New Fund** Triggers when a new fund is created in Raiser's Edge NXT. - Trigger **New Gift** Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id. - Trigger **New Gift Batch** Triggers when a new gift batch is created in Raiser's Edge NXT. - Trigger **New Membership** Triggers when a new membership is added to a constituent in Raiser's Edge NXT. - Trigger **New Note** Triggers when a new note is added to a constituent record in Raiser's Edge NXT. - Trigger **New Opportunity** Triggers when a new opportunity is created in Raiser's Edge NXT. - Trigger **New or Updated Gift** Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear. - Trigger **New or Updated Opportunity** Triggers when an opportunity is created or updated in Raiser's Edge NXT. - Trigger **Updated Constituent** Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified. - Action **Add Constituent Code** Assigns a constituent code (classification) to a constituent. - Action **Create Constituent** Creates a new constituent (individual or organization) in The Raiser's Edge. - Action **Create Constituent Action** Creates an action (interaction/task) on a constituent record. - Action **Create Constituent Address** Adds an address to a constituent record. - Action **Create Constituent Custom Field** Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories. - Action **Create Constituent Email Address** Adds a new email address to a constituent record in Raiser's Edge NXT. - Action **Create Constituent Note** Adds a note to a constituent record. - Action **Create Constituent Phone** Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID. - Action **Create Event** Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID. - Action **Create Event Participant** Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant. - Action **Create Gift** Creates a new gift (donation) for a constituent. - Action **Create Gift Batch** Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID. - Action **Create Gift Custom Field** Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories. - Action **Create Membership** Adds a membership to a constituent in Raiser's Edge NXT. - Action **Create Opportunity** Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent. - Action **Create Opportunity Note** Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID. - Action **Create Participant Fee** Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation. - Action **Delete Action** Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT. - Action **Delete Constituent Address** Deletes an address from a constituent record in Raiser's Edge NXT. - Action **Delete Constituent Email Address** Deletes an email address from a constituent record in Raiser's Edge NXT. - Action **Delete Constituent Phone** Deletes a phone number from a constituent's record in Raiser's Edge NXT. - Action **Delete Event** Deletes an event from Raiser's Edge NXT. - Action **Delete Event Participant** Deletes a participant from a Raiser's Edge NXT event. - Action **Delete Note** Deletes a constituent note in Raiser's Edge NXT. - Action **Delete Opportunity** Deletes an opportunity from Raiser's Edge NXT. - Action **Downgrade Membership** Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded. - Action **Drop Membership** Drops an active or lapsed membership in Raiser's Edge NXT. - Action **Find Duplicate Constituents** Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match. - Action **Get Action** Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal. - Action **Get Appeal** Returns an appeal by its ID, including its category, dates, goal and custom field values. - Action **Get Campaign** Returns a campaign by its ID, including its category, dates, goal and custom field values. - Action **Get Constituent** Retrieves a constituent by system record id. - Action **Get Constituent Latest Gift** Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to. - Action **Get Constituent Lifetime Giving** Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving. - Action **Get Event** Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal. - Action **Get Event Participant** Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level. - Action **Get Gift** Retrieves a gift by system record id. - Action **Get Membership** Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed. - Action **Get Note** Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to. - Action **Get Opportunity** Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values. - Action **Get Package** Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count. - Action **List Actions** Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list. - Action **List Appeals** Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals. - Action **List Campaigns** Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns. - Action **List Constituent Actions** Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first. - Action **List Constituent Addresses** Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses. - Action **List Constituent Codes** Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status. - Action **List Constituent Custom Fields** Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date. - Action **List Constituent Email Addresses** Returns all email addresses on file for a constituent, optionally including inactive ones. - Action **List Constituent Memberships** Returns every membership held by a constituent, including program, category, dues, dates, standing and members. - Action **List Constituent Notes** Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes. - Action **List Constituent Phones** Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags. - Action **List Constituents** Lists constituents with paging (limit/offset). - Action **List Constituents in List** Returns constituents that belong to a saved list (by list id). - Action **List Event Fees** Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold. - Action **List Event Participants** Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more. - Action **List Events** Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified. - Action **List Funds** Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds. - Action **List Gift Batches** Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions. - Action **List Gift Custom Fields** Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date. - Action **List Gifts** Lists gifts, optionally filtered by constituent, with paging. - Action **List Memberships** Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date. - Action **List Opportunities** Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text. - Action **List Opportunity Notes** Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author. - Action **List Packages** Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified. - Action **List Participant Fees** Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for. - Action **Rejoin Membership** Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership. - Action **Renew Membership** Renews an existing Raiser's Edge NXT membership for a new term. - Action **Search Constituents** Searches constituents by name, lookup id, email, or other text. - Action **Update Action** Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed. - Action **Update Constituent** Updates an existing constituent's core fields. - Action **Update Constituent Address** Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed. - Action **Update Constituent Custom Field** Updates the value, comment or date of an existing custom field on a constituent record. - Action **Update Constituent Email Address** Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email. - Action **Update Constituent Phone** Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting. - Action **Update Event** Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed. - Action **Update Event Participant** Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed. - Action **Update Gift** Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed. - Action **Update Gift Acknowledgement** Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT. - Action **Update Gift Receipt** Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status. - Action **Update Note** Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values. - Action **Update Opportunity** Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers. - Action **Upgrade Membership** Upgrades a membership to a higher category during its current membership cycle. - Action **Add template** Starts AI creation of a new PDF template from a text prompt (and optional reference file). Creation runs asynchronously and usually takes a couple of minutes; the returned template id can be used to check its status. - Action **Compress PDF** Compresses a PDF from a public URL to reduce its file size, returning a signed download URL for the compressed file. - Action **Convert HTML to PDF** Converts HTML into a PDF (or PNG) synchronously and returns a temporary signed URL to the generated file. If rendering takes longer than 30 seconds, the job is queued and a request id and status URL are returned instead. - Action **Convert Markdown to PDF** Convert Markdown text (headings, lists, tables, code blocks) into a styled PDF document. - Action **Generate PDF from template** Generates a PDF (or PNG) from one of your PDF Noodle templates and waits for it to finish, returning a temporary download link. - Action **Get PDF status** Retrieve the status of a single PDF generation request, and its download link once rendering succeeds. - Action **Get template** Retrieves a template's full details, or its creation status if it is still being created with AI. - Action **Get template variables** Retrieves the variable schema for a template: every data placeholder (including nested objects and arrays) that can be supplied when generating a PDF from it. - Action **Get tool status** Retrieve the status of a PDF tool operation (merge, split, compress, markdown to PDF, metadata update) using the request id returned by an async request or a synchronous request that timed out. - Action **List templates** Lists every template available in your pdf noodle account, with each template's id and display name. - Action **Merge PDFs** Combine two or more publicly accessible PDF files into a single PDF, merged in the order given. Returns a temporary download link to the merged file, or a request id to check later when the merge runs in the background. - Action **Split PDF** Split a single PDF into multiple smaller PDFs by page ranges or regular intervals. - Action **Update PDF metadata** Updates the embedded metadata (title, author, subject, keywords and more) of a PDF at a public URL and returns a link to the updated file. The original PDF content is preserved. ## Each app on its own - [ **Raiser's Edge** The Raiser's Edge NXT by Blackbaud — a cloud-based fundraising and constituent relationship management...](https://apiant.ai/connections/raiser-s-edge) - [ **Pdforge** No-code builder and API for generating PDF documents/reports at scale for SaaS apps.](https://apiant.ai/connections/pdforge) Reviews ## What our customers say ## More from Raiser's Edge - [ **Raiser's Edge to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/raiser-s-edge-to-salesforce) - [ **Raiser's Edge to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/raiser-s-edge-to-slack) - [ **Raiser's Edge to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/raiser-s-edge-to-stripe) - [ **Raiser's Edge to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/raiser-s-edge-to-shopify) - [ **Raiser's Edge to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/raiser-s-edge-to-trello) - [ **Raiser's Edge to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/raiser-s-edge-to-zoom) ## More into Pdforge - [ **Clockify to Pdforge** Clockify is a completely free time tracking software for teams.](https://apiant.ai/connect/clockify-to-pdforge) - [ **HubSpot to Pdforge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdforge) - [ **Salesforce to Pdforge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdforge) - [ **Slack to Pdforge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdforge) - [ **Google Sheets to Pdforge** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdforge) - [ **Gmail to Pdforge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdforge) Questions ## Raiser's Edge and Pdforge, answered ### ### What can start an automation from Raiser's Edge? Any of Raiser's Edge's 13 triggers in the catalog, including New Action, New Constituent, New Event and New Event Participant. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pdforge when something happens in Raiser's Edge? Any of Pdforge's 13 actions, including Update PDF metadata, Add template, Compress PDF and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pdforge to Raiser's Edge? Pdforge has no triggers in the catalog today, so automations start in Raiser's Edge. If you need the other direction, ask: your agent reads Pdforge's API documentation and adds it. ### ### Do I have to build a connector for Raiser's Edge or Pdforge? 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 Raiser's Edge and Pdforge 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.