Connect Personalize and EveryAction to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Personalize.

Add your action

An action happens after the trigger—such as "Add Activist Codes" in EveryAction.

You’re connected!

Zapier seamlessly connects Personalize and EveryAction, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is added
Trigger
Instant
Try It
Overall Top Interests Change (Known Contacts)
Triggers when top 3 interests rollup for all known contacts has changed
Trigger
Instant
Try It
- VANID
- External ID Type
- External ID
- Activist Codes
  Required
Action
Write
- VANID
- External ID Type
- External ID
- Tag
  Required
Action
Write
- VANID
- Contact External ID Type
- Contact External ID
- Designation
  Required
- Date Received
  Required
- Amount
  Required
- Source Code
- Payment Method
  Required
- Status
  Required
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write

- VANID
- External ID Type
- External ID
- Survey Questions
  Required
Action
Write
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
- ContributionCopy
- Designation
  Required
- Date Received
  Required
- Amount
  Required
- Source Code
- Payment Method
  Required
- Status
  Required
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write

- Online Actions Form
  Required
Action
Write
- Search Keyword
  Required
Action
Search
- Search Keyword
  Required
- Batch Number
  Required
- Batch Name
- Designation
  Required
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

Contact Interest Changes
Triggers when any top 3 interests change for a contact
Trigger
Instant
Try It
Overall Top Interests Change (Anonymous Visitors)
Triggers when top 3 interests rollup for all website visitors has changed
Trigger
Instant
Try It
- VANID
- External ID Type
- External ID
- Activist Codes
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- Note
  Required
- Note Category
  Required
Action
Write
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
Action
Write
- Batch Number
  Required
- Batch Name
- Designation
  Required
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- Email
  Required
- Email Type
- Subscription Status
- Email Interests
Action
Write
- MinMatchReqCopy
- PersonIdCopy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
Action
Search

For AI agents & developers

Use Personalize and EveryAction with AI agents and code

Beyond Zap workflows. Call Personalize and EveryAction actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Personalize and EveryAction actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Activist Codes

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Personalize and EveryAction actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* personalize / everyaction action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Personalize and EveryAction to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Personalize to EveryAction integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Personalize

Personalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.

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Related categories

Marketing Automation

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About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

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