--- title: "Connect WhatConverts to Fundraise Up - APIANT.ai" description: "When \"New Lead\" fires in WhatConverts, your agent runs \"Add designation\" in Fundraise Up." canonical: "https://apiant.ai/connect/whatconverts-to-fundraise-up" --- # Connect WhatConverts to Fundraise Up When **New Lead** fires in [WhatConverts](https://apiant.ai/connections/whatconverts), your agent runs **Add designation** in [Fundraise Up](https://apiant.ai/connections/fundraise-up). Describe the whole flow and it is built, tested on every scenario and kept running. WhatConverts **2** triggers WhatConverts **14** actions Fundraise Up **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WhatConverts and Fundraise Up 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 WhatConverts can start in Fundraise Up - When **New Lead** in WhatConverts then **Add designation** in Fundraise Up - When **Updated Lead** in WhatConverts then **Add donation** in Fundraise Up 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 WhatConverts and Fundraise Up ## Triggers and actions 2 triggers · 32 actions - Trigger **New Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. - Action **Add designation** Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it. - Action **Add donation** Creates a one-time donation, or a recurring plan when a frequency is given, charged to a Stripe payment method in your Fundraise Up account. - Action **Add fundraiser** Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser. - Action **Delete designation** Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs. - Action **Get campaign** Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations. - Action **Get designation** Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps. - Action **Get donation** Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields. - Action **Get recurring plan** Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields. - Action **Get supporter** Returns one supporter's details, such as name, email, language, mailing address, phone number and employer. - Action **List campaigns** Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date. - Action **List designations** Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date. - Action **List donations** Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date. - Action **List fundraisers** Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date. - Action **List recurring plans** Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date. - Action **List supporters** Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date. - Action **Update designation** Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values. - Action **Update donation** Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments. - Action **Update fundraiser** Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values. ## Each app on its own - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) - [ **Fundraise Up** Fundraise Up is a donor-centric, AI-assisted online giving solution that helps nonprofits significantly...](https://apiant.ai/connections/fundraise-up) Reviews ## What our customers say ## More from WhatConverts - [ **WhatConverts to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/whatconverts-to-zoom) - [ **WhatConverts to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/whatconverts-to-wix) - [ **WhatConverts to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/whatconverts-to-linkedin) - [ **WhatConverts to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/whatconverts-to-facebook) - [ **WhatConverts to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/whatconverts-to-anthropic) - [ **WhatConverts to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/whatconverts-to-supabase) ## More into Fundraise Up - [ **HubSpot to Fundraise Up** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fundraise-up) - [ **Salesforce to Fundraise Up** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fundraise-up) - [ **Slack to Fundraise Up** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fundraise-up) - [ **Google Sheets to Fundraise Up** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fundraise-up) - [ **Gmail to Fundraise Up** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fundraise-up) - [ **Google Calendar to Fundraise Up** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fundraise-up) Questions ## WhatConverts and Fundraise Up, answered ### ### What can start an automation from WhatConverts? Any of WhatConverts's 2 triggers in the catalog, including New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Fundraise Up when something happens in WhatConverts? Any of Fundraise Up's 18 actions, including Update designation, Update donation, Update fundraiser and Add designation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fundraise Up to WhatConverts? Fundraise Up has no triggers in the catalog today, so automations start in WhatConverts. If you need the other direction, ask: your agent reads Fundraise Up's API documentation and adds it. ### ### Do I have to build a connector for WhatConverts or Fundraise Up? 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 WhatConverts and Fundraise Up 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.