Connect Avaza and DonorPerfect

Both apps 114Avaza 72DonorPerfect 42

• Trigger
  Company Updated

  Triggers when a company is updated in Avaza, delivering a snapshot of the company.

• Trigger
  Contact Updated

  Triggers when a contact is updated in Avaza.

• Trigger
  Estimate Deleted

  Triggers when an estimate (quote) is deleted in Avaza.

• Trigger
  Estimate Updated

  Triggers when an estimate (quote) is updated in Avaza.

• Trigger
  Expense Deleted

  Triggers when an expense is deleted in Avaza.

• Trigger
  Expense Updated

  Triggers when an expense is updated in Avaza.

• Trigger
  Invoice Sent

  Triggers when an invoice is sent (or marked as sent) in Avaza.

• Trigger
  Invoice Update

  Triggers when an invoice is updated in Avaza.

• Trigger
  New Bill Created

  Triggers when a new supplier bill is created in Avaza.

• Trigger
  New Company

  Triggers when a new company is created in Avaza.

• Trigger
  New Contact

  Triggers when a new contact is created in Avaza.

• Trigger
  New Estimate Created

  Triggers when a new estimate (quote) is created in Avaza.

• Trigger
  New Expense Created

  Triggers when a new expense is created in Avaza.

• Trigger
  New Invoice Created

  Triggers when a new invoice is created in Avaza.

• Trigger
  New Project

  Triggers when a new project is created in Avaza.

• Trigger
  New Schedule Series Created

  Triggers when a schedule series (a project booking or leave) is created in Avaza.

• Trigger
  New Task Created

  Triggers when a new task is created in Avaza.

• Trigger
  New Timesheet Entry

  Triggers when a timesheet entry is created in Avaza.

• Trigger
  Project Updated

  Triggers when a project is updated in Avaza.

• Trigger
  Schedule Series Deleted

  Triggers when a schedule booking or leave series is deleted in Avaza.

• Trigger
  Schedule Series Updated

  Triggers when a schedule series (a project booking or leave) is updated in Avaza.

• Trigger
  Task Deleted

  Triggers when a task is deleted in Avaza.

• Trigger
  Task Updated

  Triggers when a task is updated in Avaza.

• Trigger
  Timesheet Entry Deleted

  Triggers when a timesheet entry is deleted in Avaza.

• Trigger
  Timesheet Entry Updated

  Triggers when a timesheet entry is updated in Avaza.

• Action
  Create Bill

  Creates a new draft supplier bill in Avaza, optionally creating the supplier company and contact if no match is found.

• Action
  Create Bill Payment

  Records a payment made to a supplier, optionally allocating it against one or more bills.

• Action
  Create Company

  Creates a new customer company in Avaza with billing address, contact details and custom field values.

• Action
  Create Contact

  Creates a new contact in Avaza, optionally linked to an existing or new company.

• Action
  Create Estimate / Quote

  Creates a new draft estimate (quote) for a customer, optionally creating the customer company and contact if no match is found.

• Action
  Create Expense

  Creates a new expense entry in Avaza for a user, with a date, amount and expense category, optionally linked to a customer, project or task.

• Action
  Create Invoice

  Creates a new draft invoice for a customer company, with line items. Can create the customer company and contact if no matching company is found.

• Action
  Create Invoice Payment

  Records a customer payment in Avaza, optionally allocating it against one or more invoices.

• Action
  Create Project

  Creates a new project in Avaza under an existing customer company, or under a new company created from the name you give.

• Action
  Create Schedule Booking

  Creates a project work schedule booking for a user over a date range, with hours per day or a total duration.

• Action
  Create Section

  Creates a new section (task group) within an Avaza project.

• Action
  Create Task

  Creates a new task in an Avaza project section, optionally assigning users, dates, priority, effort, tags and custom field values.

• Action
  Create Timesheet Entry

  Creates a timesheet entry in an Avaza project, or starts a timer when no duration is given.

• Action
  Delete Estimate

  Deletes an estimate (quote) in Avaza. Estimates converted to an invoice cannot be deleted.

• Action
  Delete Schedule or Leave Series

  Deletes a schedule booking or leave series, along with all of its daily schedule assignments.

• Action
  Delete Section

  Deletes a section (task group) from a project. Sections that still contain tasks cannot be deleted.

• Action
  Delete Task

  Deletes a task, along with its subtasks and comments, from an Avaza project.

• Action
  Delete Timesheet

  Deletes a timesheet entry in Avaza by its Timesheet Entry ID.

• Action
  Get Bill

  Returns a single supplier bill by its ID, including line items, supplier and recipient address details, amounts, status and web links.

• Action
  Get Contact

  Returns a single external contact by its Contact ID, including company, contact details, roles and custom field values.

• Action
  Get Estimate

  Returns a single estimate (quote) by its ID, including line items, status, amounts, issuer/recipient details and web links.

• Action
  Get Project

  Returns a project's full details, including its sections, team members, tags and custom field values.

• Action
  Lookup Company

  Finds companies in Avaza whose name matches the search text and returns their IDs and names.

• Action
  Lookup Expense Category

  Finds an expense category in your Avaza account by its name and returns its id and unit price settings.

• Action
  Lookup Project

  Finds active projects by title, project code, or customer company and returns their ids, codes and titles.

• Action
  Lookup Project Timesheet Category

  Looks up the timesheet categories assigned to a project, optionally matching one by name.

• Action
  Lookup Task

  Returns a task by its ID, including project, section, assignees, dates, status, priority, tags, time tracking and custom field values.

• Action
  Lookup User

  Finds Avaza users (team members and customer contacts) by email address, with optional filters for role, tag and company. Returns the first match and the full list of matches.

• Action
  Mark Invoice as Sent

  Flags a draft invoice as Sent without emailing it to the customer.

• Action
  Reterive Task Comments

  Returns the comments and discussion messages on an Avaza task, including replies, attachments and system messages.

• Action
  Search Expenses

  Returns expense entries matching a search on merchant or category name, with optional filters for date range, user, customer, project, chargeable/invoiced status and approval status.

• Action
  Search Invoice

  Searches invoices by status, customer company, issue date, due date or last-updated date, and returns the matching invoices with their line items.

• Action
  Search Project

  Searches projects by title, company, category, owner, status, billing or budget type, tags and dates, and returns the matching projects.

• Action
  Search Task

  Searches tasks, filtering by project, section parent, status, priority, due date range, assigned user, completion state and last-updated date.

• Action
  Search Timesheets

  Searches timesheet entries, filtered by date range, user, project, customer, task, category, billable/invoiced and approval status.

• Action
  Stop Timer

  Stops the running timer on an existing timesheet entry, adding the elapsed time to its duration.

• Action
  Update Company

  Updates an existing Avaza company. Only the fields named in Fields To Update are changed.

• Action
  Update Contact

  Updates an existing customer contact in Avaza — name, email, phone, mobile, position title, time zone, portal roles and custom field values. Only the fields you fill in are changed.

• Action
  Update Estimate

  Updates an existing draft or sent estimate (quote) in Avaza, changing only the fields you list. Accepted, converted or void estimates cannot be updated.

• Action
  Update Expense

  Updates an existing Avaza expense entry. Only the fields you list in Fields To Update are changed.

• Action
  Update Invoice

  Updates an existing draft invoice in Avaza. Only the fields you list in Fields To Update are changed.

• Action
  Update Project

  Updates an existing Avaza project. Only the fields named in Fields To Update are changed.

• Action
  Update Project Member

  Updates a project member's rates, budget, or permissions on an Avaza project. Only the fields named in Fields To Update are changed.

• Action
  Update Project Timesheet Category

  Updates a timesheet category's settings on a project, such as billable status, hourly rate, cost rate and budget hours.

• Action
  Update Schedule Booking

  Updates an existing project work schedule booking in Avaza, such as its user, project, dates or hours.

• Action
  Update Task

  Updates an existing Avaza task. Only the fields you fill in are changed; blank fields keep their current values.

• Action
  Update Timesheet Entry

  Updates an existing timesheet entry in Avaza, changing only the fields you list as fields to update.

• 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.