Connect Aplos and Chaser (Task Manager)

Both apps 30Aplos 16Chaser (Task Manager) 14

• Trigger
  New contact

  Triggers when a new contact (a donor, individual or company) is added in Aplos.

• Trigger
  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.

• Trigger
  New or updated contact

  Triggers when a contact (a donor, individual or company) is added or changed in Aplos.

• Action
  Add contribution

  Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.

• Action
  Add payable

  Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.

• Action
  Add transaction

  Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.

• Action
  Find contacts

  Returns the contacts that match the specified name, email, type or last-updated time.

• Action
  Find contributions

  Returns contributions (donation records) that match the specified contact, name and date criteria.

• Action
  Find transactions

  Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).

• Action
  Get contact

  Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.

• Action
  Get contribution

  Retrieve a single Aplos contribution record by its ID.

• Action
  Get payable

  Retrieves a single payable (bill) by its id.

• Action
  Get transaction

  Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.

• Action
  List accounts

  Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.

• Action
  List funds

  Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.

• Action
  List purposes

  Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.

• Trigger
  New Completed Task

  Triggers when a Chaser task is fully completed.

• Trigger
  New or Updated Task

  Triggers when a Chaser task is created or changed.

• Trigger
  New Task

  Triggers when a new task is created in Chaser.

• Action
  Acknowledge Task

  Acknowledges a Chaser task for the owner of the API key.

• Action
  Complete Task

  Completes a Chaser task for the owner of the API key; on a multi-assignee task only their part is completed.

• Action
  Complete Task for All

  Completes a Chaser task for every assignee at once.

• Action
  Complete Task for Assignees

  Completes a Chaser task on behalf of the named assignees.

• Action
  Delete Task

  Deletes a Chaser task.

• Action
  Get Task

  Returns one Chaser task by its ID, including assignees, due date, status and history.

• Action
  List Tasks

  Returns Chaser tasks you can see, filtered by assignee, channel, tags, completion or overdue status.

• Action
  Log Time on Task

  Logs minutes of time on a Chaser task; a negative number subtracts time.

• Action
  Reopen Task

  Reopens a completed Chaser task, optionally changing its summary, due date or assignees.

• Action
  Send Task

  Creates a new Chaser task in a Slack channel, thread or DM, with optional assignees and due date.

• Action
  Update Task

  Updates a Chaser task's summary, due date, due time, assignees or custom status; blank fields are left unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.