Connect Aplos and NetHunt CRM

Both apps 32Aplos 16NetHunt CRM 16

• 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 Call Log

  Triggered when a new call log is added to a record in the specified folder.

• Trigger
  New Comment

  Triggered when a new comment is added to a record in the specified folder.

• Trigger
  New folder

  Triggered when a new folder is added.

• Trigger
  New Google Drive File in Folder

  Polls a NetHunt folder for newly attached Google Drive files linked to its records. Input: folder_id. Returns the list of new Google Drive file attachments.

• Trigger
  New or Updated Record in Folder

  Triggered when a record is created or updated in the specified folder.

• Trigger
  New Record in Folder

  Triggered when a record is created in the specified folder.

• Trigger
  Two-way sync new or updated records in folder

  A trigger for two-way syncing new and updated records in a specified folder, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Updated Record in Folder

  Triggered when a record is updated in the specified folder.

• Action
  Add Call Log

  Add a call log to the specified record.

• Action
  Add Comment

  Add a comment to the specified record.

• Action
  Delete Record

  Delete a record by ID.

• Action
  Find Record

  Search records in a folder by ID or text query.

• Action
  Find record by field value

  Finds one record in a NetHunt folder by matching a field value, and projects the record's fields map alongside record_id / id / created_at.

• Action
  List Folder Fields

  List the fields of a folder.

• Action
  List Readable Folders

  List all folders the user can read.

• Action
  List Writable Folders

  List folders the user can create records in.

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