Connect Aplos and Guru

Both apps 35Aplos 16Guru 19

• 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
  Announcement Sent

  Triggers when a new Announcement is sent to your Guru team.

• Trigger
  Card Created

  Triggers when a new Card is published in Guru.

• Trigger
  Card Unverified

  Triggers when a Guru Card becomes unverified and needs review.

• Trigger
  Card Updated

  Triggers when a Guru Card is edited.

• Trigger
  New Collection

  Triggers when a new Collection is created in your Guru team.

• Trigger
  New Folder

  Triggers when a new Folder is created in Guru.

• Trigger
  New Group

  Triggers when a new user Group is created in your Guru team.

• Trigger
  User Added to Group

  Triggers when a user is added to the chosen Guru Group.

• Action
  Add User to Group

  Adds a team member to a Guru Group by email address.

• Action
  Archive Card

  Archives a Guru Card so it no longer appears in its Collection.

• Action
  Ask a Question

  Asks Guru a question and returns the AI answer drawn from your team's knowledge.

• Action
  Create Card

  Creates a new Guru Card with a title and content in a Collection.

• Action
  Create Group

  Creates a new user Group in your Guru team.

• Action
  Find Card

  Finds Guru Cards matching search terms and returns the best match.

• Action
  Find Tag

  Returns one Guru Tag by its ID.

• Action
  Remove User From Group

  Removes a team member from a Guru Group.

• Action
  Search With Sources

  Searches Guru and connected sources, returning matching documents with their sources.

• Action
  Unverify Card

  Marks a Guru Card as unverified so its verifier is asked to review it.

• Action
  Verify Card

  Marks a Guru Card as verified by the connected user.

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