What can Relevance AI agents do with NationBuilder?

Relevance AI includes 10 pre-built NationBuilder tool steps, such as Update Person, Update Donation, Search Person. Agents can also reach any other NationBuilder endpoint with an authenticated API call.

How do I connect NationBuilder to Relevance AI?

Open Integrations in Relevance AI, add NationBuilder, and sign in to NationBuilder to approve access.

Do I need to write code to use the NationBuilder integration?

No. You connect the account once, then add a NationBuilder tool step to a tool and give it to an agent.

NationBuilder integration

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What your agents can do with NationBuilder

10 pre-built NationBuilder tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.

Actions (10)

Update Person

Update a specific person with the provided data.

Update Donation

Update a specific donation with the provided data.

Search Person

Create a new person with the provided data.

Remove Tags

Rmove tags from a specific person.

Push Person

This endpoint attempts to match the input person resource to a person already in the nation. If a match is found, the matched person is updated and a 200 status code is returned. If a match is not found, a new person is created and a 201 status code is returned. Matches are found by including one of the following IDs in the request: civicrm_id, county_file_id, dw_id, external_id, email, facebook_username, ngp_id, salesforce_id, twitter_login, van_id.

Delete Donation

Delete a specific donation with the provided Id.

Create Person

Create a new person with the provided data.

Create Membership

Create a new membership with the provided data.

Create Donation

Create a new donation with the provided data.

Add Tags

Add tags to a specific person.

Set up NationBuilder in Relevance AI

Do this once. Every agent in your workspace can then use the connection.

Create a Relevance AI account

Connect your NationBuilder account

In Relevance AI, open Integrations and add NationBuilder. You will be sent to NationBuilder to sign in and approve access, and the connection is stored against your workspace.