Integration
Connect Aplos and JotForm
When New contact fires in Aplos, your agent runs Add or Edit a Single Question Properties in JotForm, or New Form Submission in JotForm to Find contacts in Aplos. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Aplos and JotForm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Aplos holds your funds, purposes and donor records; JotForm collects the donation, pledge and reimbursement forms people fill in. Connecting them means a submission can become a contribution, a bill or a journal entry in Aplos against the right contact and fund, and changes in Aplos can be written back onto your forms.
Example flows
What Aplos and JotForm can do together
From Aplos to JotForm
When New contact in Aplos
then Add or Edit a Single Question Properties in JotForm
From JotForm to Aplos
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 Aplos and JotForm
Triggers and actions 5 triggers · 34 actions
- New contact
Triggers when a new contact (a donor, individual or company) is added in Aplos.
- New contribution
Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
- New or updated contact
Triggers when a contact (a donor, individual or company) is added or changed in Aplos.
- Add contribution
Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
- Add payable
Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
- Add transaction
Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
- Find contacts
Returns the contacts that match the specified name, email, type or last-updated time.
- Find contributions
Returns contributions (donation records) that match the specified contact, name and date criteria.
- Find transactions
Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
- Get contact
Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
- Get contribution
Retrieve a single Aplos contribution record by its ID.
- Get payable
Retrieves a single payable (bill) by its id.
- Get transaction
Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
- List accounts
Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
- List funds
Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
- List purposes
Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
- New Form Submission
Polling trigger: fires when a new submission is received for the specified form.
- New Form Submission (instant)
Triggers instantly when someone submits the chosen form.
- Add or Edit a Single Question Properties
Add or edit a single question properties
- Add Submissions to the Form
Add Submissions to the Form
- Create or Replace Form
Create new forms
- Edit Submission Data
Edit Submission Data
- Get Details About a Question
Get Details About a Question
- Get Form
Get the details of a specific form.
- Get Form Files
List files uploaded to a form's submissions.
- Get Form Questions
Get a list of all questions on a form.
- Get History
Get History
- Get Label Resources
Get Label Resources
- Get Report Details
Get Report Details
- Get Submission
Get details of a specific submission.
- Get User Reports
Get User Reports
- List Account Submissions
List all submissions across all forms on the account.
- List Folders
Get a list of form folders on the account.
- List Form Reports
List all reports for a specific form.
- List Forms
List all forms on the account.
- List Form Submissions
List submissions for a specific form.
- Remove Resources from Label
Remove Resources from Label
- Replace Form Properties
Add or edit properties of a specific form
- Set Form Properties
Add or edit properties of a specific form
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Aplos and JotForm, answered
Can a donation form submission be matched to the donor we already have in Aplos?
Yes. The agent uses Find contacts in Aplos to look up the email or name from the JotForm submission, and records the gift with Add contribution against the contact it finds. You can decide what should happen when no match comes back.
Can we post something other than a contribution from a JotForm submission?
Yes. Aplos also offers Add payable for a bill split by account and fund, and Add transaction for a journal entry whose lines balance, so reimbursement and expense forms can go straight into the books.
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in JotForm when something happens in Aplos?
Any of JotForm's 21 actions, including Create or Replace Form, Add or Edit a Single Question Properties, Add Submissions to the Form and Edit Submission Data. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from JotForm to Aplos?
Yes. When something happens in JotForm, your agent can act in Aplos too. This page covers both directions: JotForm's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or JotForm?
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 Aplos and JotForm 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.