Connect Assembly.com and DonorPerfect

Both apps 124Assembly.com 82DonorPerfect 42

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

• Trigger
  New donor

  Polling trigger. Fires when a new donor is added in DonorPerfect. Polls the dp table ordered by donor_id descending; dedups on each record's donor_id.

• Trigger
  New gift

  Polling trigger. Fires when a new gift (donation) is created in DonorPerfect. Polls the dpgift table ordered by gift_id descending; dedups on each record's gift_id.

• Trigger
  New or updated donor

  Triggered when a donor is added or updated.

• Trigger
  New or updated gift

  Triggered when a gift (donation) is created or modified.

• Trigger
  Two-way sync new or updated donors

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

• Trigger
  Two-way sync new or updated gifts

  A trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.

• Action
  Add code

  Adds a new code and description to the DPCODES table. Allows you to add things like new GL Code, Solicitation, Campaign code and other code values administered in the Code Maintenance screen of DPO.

• Action
  Add contact

  Adds a contact (activity/task) record to a donor in DonorPerfect via the dp_savecontact stored procedure. Supply Donor Id, Activity Code, and contact details.

• Action
  Add donor

  Creates a new donor in DonorPerfect via the dp_savedonor stored procedure. Leave Donor Id empty (0) to create; the new donor_id is returned. Common fields: first/last name, address, city, state, zip, email, phones.

• Action
  Add gift

  Creates a new gift (donation) for a donor in DonorPerfect via the dp_savegift stored procedure. Supply Donor Id, Amount, Gift Date and code fields (GL, Solicit, Sub-solicit, Gift Type, Campaign).

• Action
  Add new donor gift

  Creates a new donation (gift) for the donor with the specified ID.

• Action
  Add new donor gift by email

  Creates a new donation for the donor with the specified email. The gift will only be added if the donor's email is found.

• Action
  Add new pledge

  Adds a new pledge to the specified donor. If successful, the pledge's ID is output.

• Action
  Add other info

  Adds an Other Info record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.

• Action
  Add other info by email

  Adds "other info" for the first donor found with the given email address. The other info is not added if the email address is not found.

• Action
  Delete donor

  Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.

• Action
  Find donor by first and last name

  Returns the first donor whose first and last name exactly match, plus how many donors matched

• Action
  Find filters by name

  Returns one or more filters that match the specified name. Supports wildcard matching. An empty result is returned if no matching filter is found.

• Action
  Get 20 donor field values

  Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.

• Action
  Get active code by description

  Returns the code having the specified description. An error occurs if the code is not found or is inactive.

• Action
  Get active code description

  Gets the specified code's description. An error occurs if the code is not found or is inactive.

• Action
  Get code description

  Returns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.

• Action
  Get contact

  Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.

• Action
  Get donor

  Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.

• Action
  Get donor by email

  Returns the DonorPerfect donor whose email address matches the one supplied, with the donor's standard fields. Use Get donor user-defined field values for custom fields. An error occurs if no donor has that email address.

• Action
  Get donor by email, first name, and last name

  Returns all available donor fields if one or more donor matches the email, first name, and last name. No error occurs if a donor is not found, the emitted 'donor_id' will be empty instead.

• Action
  Get donor default field info

  Returns information about the specified donor field.

• Action
  Get donor default fields

  Returns all default fields for donors.

• Action
  Get donor gifts

  Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.

• Action
  Get donors by filter

  Returns the donor IDs that match the saved DPO filter with the specified Filter ID, via the dp_filterids stored procedure.

• Action
  Get donor user-defined field info

  Returns information about the specified donor user-defined field.

• Action
  Get donor user-defined fields

  Returns all user-defined donor fields.

• Action
  Get donor user-defined field values

  Returns all user-defined field values for the specified donor. An error occurs if the donor is not found.

• Action
  Get field display type

  Gets the specified field's display type, which can either be "code" or "description"

• Action
  Get flags by donor ID

  Returns the specified donor's flags. No error occurs if the donor is not found.

• Action
  Get gift

  Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.

• Action
  Get gift user-defined field values

  Returns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.

• Action
  Get other info

  Returns one DonorPerfect Other Info record by its id, with its standard columns.

• Action
  List filters

  Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.

• Action
  Post pledge payment

  Posts a payment to the specified pledge for the specified donor.

• Action
  Set gift custom field

  Sets one of your organization's custom fields (such as Class) on an existing gift

• Action
  Update donor

  Updates an existing donor in DonorPerfect via the dp_savedonor stored procedure. Supply the Donor Id of the record to update along with the field values.

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