Connect Aplos to Clever Elements

Both apps 30Aplos 16Clever Elements 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.

• Action
  Add list

  Creates a new subscriber list in your Clever Elements account, with an optional description.

• Action
  Add Subscriber

  Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.

• Action
  Add subscriber field

  Creates a new subscriber (personalization) field in your Clever Elements account.

• Action
  Delete list

  Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.

• Action
  Delete subscriber

  Deletes a subscriber from your Clever Elements account by subscriber ID.

• Action
  Find subscriber by email

  Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.

• Action
  Get list details

  Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.

• Action
  Get subscriber

  Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.

• Action
  List lists

  Returns every subscriber list in the Clever Elements account, with each list's ID and name.

• Action
  List subscriber fields

  Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.

• Action
  List subscribers

  Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.

• Action
  Unsubscribe Subscriber From All List

  Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.

• Action
  Unsubscribe Subscriber From List

  Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.

• Action
  Update Subscriber

  Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.

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