Connect Aplos and TESS

Both apps 31Aplos 16TESS 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 Memory

  Triggers when a new memory is added in Tess, optionally only in one collection.

• Action
  Create Memory

  Creates a Tess memory, optionally inside a memory collection.

• Action
  Create Memory Collection

  Creates a Tess memory collection.

• Action
  Delete File

  Deletes a file uploaded to Tess.

• Action
  Delete Memory

  Deletes a Tess memory.

• Action
  Execute an Agent

  Sends a message to a Tess agent, waits for it to finish, and returns the generated content.

• Action
  Execute Long Running Agent

  Starts a Tess agent without waiting and returns the execution response ID to fetch the result later.

• Action
  Find Agent Details

  Returns one Tess agent's details, including the input fields it asks for when executed.

• Action
  Find Agent Execution Response

  Returns the status and generated content of one agent execution.

• Action
  Find Agents

  Searches your Tess agents by text or type and returns their details.

• Action
  Get File

  Returns one file uploaded to Tess.

• Action
  List Files

  Lists files uploaded to Tess, newest first by default.

• Action
  List Memories

  Lists Tess memories, optionally only those in one collection.

• Action
  List Memory Collections

  Lists Tess memory collections, optionally filtered by name.

• Action
  Update Memory

  Updates the text or collection of a Tess memory.

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