Connect Aplos and Econodata

Both apps 29Aplos 16Econodata 13

• 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 Company in Saved Search

  Triggers when a new company appears in one of your shared Econodata saved searches.

• Action
  Count Companies

  Returns how many companies match a set of segmentation filters (status, state, city, CNAE, size, revenue, keywords and more), without returning the companies themselves.

• Action
  Count Companies by Saved Search

  Counts how many companies are in one of the account's saved searches.

• Action
  Find Company

  Finds one company by CNPJ, CNPJ root, website or email and returns its record.

• Action
  Get Account Balance

  Returns how many Econodata tokens the account has left.

• Action
  Get Economic Group

  Lists companies linked to a company through shared partners (its economic group), one page at a time.

• Action
  Get Tag Job Status

  Returns the progress of a queued tag job: its status and how many companies were processed or failed.

• Action
  List Company People

  Lists a company's decision makers or employees, one page at a time.

• Action
  List Saved Searches

  Lists the saved searches shared in the Econodata account.

• Action
  Lookup Companies by CNPJ

  Returns the company records for a list of up to 100 CNPJs, plus any CNPJs that could not be found.

• Action
  Match Company

  Finds the companies that best match loose details such as a name, state, website, phone or email, ranked by confidence.

• Action
  Search Companies

  Searches Brazilian companies matching segmentation filters (state, city, CNAE, size, revenue, keywords and more) and returns one page of results.

• Action
  Search Companies by Saved Search

  Returns one page of companies from one of the account's saved searches, with a cursor for the next page.

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