--- title: "Connect WorkflowMax to Fundraise Up - APIANT.ai" description: "When \"Job Category Created\" fires in WorkflowMax, your agent runs \"Add designation\" in Fundraise Up." canonical: "https://apiant.ai/connect/workflowmax-to-fundraise-up" --- # Connect WorkflowMax to Fundraise Up When **Job Category Created** fires in [WorkflowMax](https://apiant.ai/connections/workflowmax), 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. WorkflowMax **23** triggers WorkflowMax **19** actions Fundraise Up **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WorkflowMax 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 WorkflowMax can start in Fundraise Up - When **Job Category Created** in WorkflowMax then **Add designation** in Fundraise Up - When **Job Cost Added** in WorkflowMax then **Add fundraiser** 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 WorkflowMax and Fundraise Up ## Triggers and actions 23 triggers · 36 actions - Trigger **Job Category Created** Triggers when a new job category is created in WorkflowMax. - Trigger **Job Cost Added** Triggers when a new cost is added to any job. - Trigger **Job Document Added** Triggers when a new document is added to the selected WorkflowMax job. - Trigger **Job Task Added** Triggers when a new task is added to a job in WorkflowMax. - Trigger **Job Task Completed** Triggers when a task on the selected job is marked completed. - Trigger **Job Task Updated** Triggers when a task on the chosen job is added or changed. - Trigger **Job Updated** Triggers when a job is created or any of its details change in WorkflowMax. - Trigger **List Job Tasks** Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job. - Trigger **New Client Created** Triggers when a new client is created in WorkflowMax. - Trigger **New Cost Created** Triggers when a new cost item is added to the WorkflowMax cost list. - Trigger **New Custom Field Created** Triggers when a new custom field definition is created in WorkflowMax. - Trigger **New Invoice Created** Triggers when a new invoice is created in WorkflowMax. - Trigger **New Job Created** Triggers when a new job is created in WorkflowMax. - Trigger **New Job Status** Triggers when a new job status is added to the WorkflowMax account. - Trigger **New Lead** Triggers when a new lead is added in WorkflowMax. - Trigger **New or Updated Quote** Triggers when a quote is created or an existing quote changes in WorkflowMax. - Trigger **New PO Bill Created** Triggers when a new bill is created against a purchase order in WorkflowMax. - Trigger **New Purchase Order Created** Triggers when a new purchase order is created in WorkflowMax. - Trigger **New Quote Accepted** Triggers when a quote in WorkflowMax is accepted. - Trigger **New Quote Issued** Triggers when a quote in WorkflowMax is in the Issued state. - Trigger **New Supplier Created** Triggers when a new supplier is created in WorkflowMax. - Trigger **New Task Created** Triggers when a new task type is created in WorkflowMax settings. - Trigger **New Timesheet Created** Triggers when a new timesheet entry is created in WorkflowMax. - Action **Create Client** Creates a new client in WorkflowMax. - Action **Create Cost Admin** Creates a cost item in the WorkflowMax cost settings list. - Action **Create Job** Creates a new job in WorkflowMax for a client. - Action **Create Job Cost** Adds a cost line to an existing WorkflowMax job. - Action **Create Job Task** Adds a task from your WorkflowMax task list to a job. - Action **Create Lead** Creates a new lead in WorkflowMax. - Action **Create Purchase Order** Creates a draft purchase order with one line for a job and supplier. - Action **Create Task Admin** Creates a task in your WorkflowMax task list, which can then be added to jobs. - Action **Create Timesheet** Logs time against a job task for a staff member. - Action **Find Account** Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter. - Action **Find Business Structure** Finds client business structures (such as Company or Sole Trader) whose name contains the text you give. - Action **Find Client** Finds clients whose name contains the text you give. - Action **Find Client Type** Finds client types in WorkflowMax whose name contains the text you supply. - Action **Find Job** Finds jobs whose name or job number contains the text you supply. - Action **Find Job Cost** Finds costs on a WorkflowMax job whose description or code contains the text you supply. - Action **Find Job Status** Finds job statuses in your WorkflowMax account whose name contains the text you give. - Action **Find Job Task** Finds the tasks on a job whose name or description contains the text you supply. - Action **Find Staff** Finds staff members in WorkflowMax whose name or email contains the text you supply. - Action **Find Tax** Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found. - 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 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 - [ **WorkflowMax** WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline...](https://apiant.ai/connections/workflowmax) - [ **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 WorkflowMax - [ **WorkflowMax to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/workflowmax-to-zoom) - [ **WorkflowMax to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/workflowmax-to-linkedin) - [ **WorkflowMax to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/workflowmax-to-facebook) - [ **WorkflowMax to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/workflowmax-to-anthropic) - [ **WorkflowMax to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/workflowmax-to-supabase) - [ **WorkflowMax to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/workflowmax-to-elevenlabs) ## 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](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 ## WorkflowMax and Fundraise Up, answered ### ### What can start an automation from WorkflowMax? Any of WorkflowMax's 23 triggers in the catalog, including Job Category Created, Job Cost Added, Job Document Added and Job Task Added. 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 WorkflowMax? Any of Fundraise Up's 17 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 WorkflowMax? Fundraise Up has no triggers in the catalog today, so automations start in WorkflowMax. 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 WorkflowMax 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 WorkflowMax 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.