Connect Aplos and ClientSuccess

Both apps 31Aplos 16ClientSuccess 15

• 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 Client

  Triggers when a new client is added in ClientSuccess.

• Trigger
  New Contact

  Triggers when a new contact is created in ClientSuccess.

• Trigger
  New Contract

  Triggers when a new contract is added to a ClientSuccess client.

• Trigger
  New Pulse

  Triggers when a new pulse is recorded on a ClientSuccess client.

• Trigger
  New Task

  Triggers when a new task is added in ClientSuccess.

• Action
  Create Client

  Creates a new client (customer account) in ClientSuccess.

• Action
  Create Contact

  Creates a new contact on a ClientSuccess client.

• Action
  Create Contract

  Creates a new contract for a ClientSuccess client.

• Action
  Create Engagement Interaction

  Logs an engagement interaction (client note) on a ClientSuccess client.

• Action
  Create Pulse

  Records a new pulse (health sentiment) on a ClientSuccess client.

• Action
  Create Task

  Creates a new task in ClientSuccess, optionally tied to a client.

• Action
  Find Client by External ID

  Finds ClientSuccess clients whose external system ID matches the one given.

• Action
  Find Client by ID

  Returns one ClientSuccess client by its UUID.

• Action
  Find Contact

  Finds ClientSuccess contacts by email, name or client.

• Action
  Update Task

  Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.

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