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Operate As

Integration

EveryAction

Nonprofit CRM and fundraising (Bonterra): people, contributions, events and email. Your client pastes their EveryAction key once, and your agent or your code works with their access.

CRM and sales

About EveryAction

Through Operate As, your agent, n8n workflow or code works in EveryAction with your client's own access. Your client pastes their API key from EveryAction once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of EveryAction's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

EveryAction

EveryAction · CRM and sales

API key

Nonprofit CRM and fundraising (Bonterra): people, contributions, events and email

The client pastes their API key from EveryAction's settings. We store it encrypted.

Tested against EveryAction's live API.

Building with EveryAction? The docs have setup steps and code for every tool.

Open the EveryAction docs

Tools

Your agent calls any endpoint of EveryAction's API with the request tool, with the client's access attached.

Base URL for request

https://api.securevan.com/v4

  • request

    HTTPS ANY /v1/clients/{clientId}/everyaction/{path}

    Any endpoint of EveryAction's own API, with the client's access attached.

    servicestringrequired
    This service: everyaction
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.securevan.com/v4
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the EveryAction key you paste, with only the access you gave that key

Related

More in CRM and sales

Browse every service

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