Winter appeal progress
Maya Okafor, fundraising manager at Northwind, asked how the winter appeal is doing. Memtro gave the goal, amount raised and number of donations, then listed this month's donations with totals per currency.
Donorbox + Memtro
How much has the winter appeal raised this month?
Donorbox connects Memtro to your fundraising. It reads donations with amount, campaign, date, status and donor, with totals per currency. It reads donors by name or email with how often and how much they have given, and campaigns with goal and amount raised. Donations can be narrowed by date range, campaign or donor. The connector reads and nothing else. Anonymous donors are not named, and a donor's address, phone, employer and notes are never returned. The API is a paid Donorbox add-on, and the key reads the whole account.
In Memtro
What you can do with Donorbox in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Donorbox tool, reads what it needs, and answers with the source cited.
Reads
- 01Lists donations newest first, with amount, currency, campaign, date, status, refunded amount and whether recurring or one-off.
- 02Names the donor on each donation, except anonymous donors, who stay unnamed.
- 03Filters donations by date range, campaign, donor or donor email, with totals per currency over what was returned.
- 04Finds donors by name or email, with their number of donations, last donation date and total given per currency.
- 05Lists campaigns with currency, goal, amount raised and number of donations.
- 06Finds a campaign's id, so donations can be narrowed to one appeal.
In practice
Ask it like you would a colleague
Once Donorbox is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Donorbox + MemtroHow much has the winter appeal raised this month?
Which donations were refunded last quarter?
How much has Sarah Chen given in total, and when did she last donate?
Which campaigns are furthest from their goal?
Which recurring donations came in for the spring campaign last week?
A thank-you list
Priya Sharma, supporter care lead at Acme Ltd, asked who gave to the spring campaign last month. Memtro listed the donors by name with amount and date, and left anonymous gifts unnamed.
Teams
Where it fits
The teams that lean on Donorbox most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Donorbox is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesDonorbox with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesDonorbox with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesDonorbox with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportDonorbox with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportDonorbox with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportDonorbox with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatDonorbox with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatDonorbox with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatDonorbox with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withDonorbox login email and API key
- 1
In Donorbox, open Account → API & Zapier Integration, enable it and confirm the billing.
- 2
Set a new API key and copy it, as it is shown once.
- 3
In Memtro, open Connections → Donorbox and paste your Donorbox login email and the API key.
- 4
Ask: how much has the winter appeal raised this month?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Donorbox tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Donorbox?+
Not yet. Today every Donorbox tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.
Who can use a Donorbox connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Donorbox data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Donorbox records into memory as entities.
How do I connect Donorbox?+
Donorbox login email and API key. In Donorbox, open Account → API & Zapier Integration, enable it and confirm the billing.
Connect Donorbox in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.