Connect Breeze to DonorPerfect

Both apps 74Breeze 36DonorPerfect 38

• Trigger
  New Project

  Triggers when a new project is created in Breeze.

• Trigger
  New Task

  Triggers when a new task is created in the selected Breeze project.

• Trigger
  Project Renamed

  Triggers when a Breeze project is given a new name.

• Trigger
  Tag Added to Task

  Triggers when a tag is added to a task in the selected Breeze project.

• Trigger
  Task Moved

  Triggers when a task is moved to a different list in the selected Breeze project.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in the selected Breeze project.

• Action
  Add comment

  Adds a comment to a task in a Breeze project. Returns the comment that was created.

• Action
  Add list

  Adds a new list to a Breeze project. Returns the list that was created.

• Action
  Add time entry

  Logs a time entry against a task in a Breeze project. Returns the time entry that was created.

• Action
  Add todo

  Adds a checklist item to a task in a Breeze project. Returns the checklist item that was created.

• Action
  Create New Project

  Creates a new project in Breeze. Returns the project that was created.

• Action
  Create New Task

  Creates a new task (card) in a Breeze project. Returns the task that was created.

• Action
  Delete card

  Deletes a task (card) from a Breeze project.

• Action
  Delete comment

  Deletes a comment from a task in a Breeze project.

• Action
  Delete list

  Deletes a list from a Breeze project.

• Action
  Delete project

  Deletes a project from Breeze.

• Action
  Delete time entry

  Deletes a time entry from a task in a Breeze project.

• Action
  Delete todo

  Deletes a checklist item from a task in a Breeze project.

• Action
  Find Project

  Returns the Breeze projects whose name contains the text you supply.

• Action
  Generate time tracking report

  Generates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.

• Action
  Get card

  Returns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.

• Action
  Get project

  Returns a single Breeze project, including its budget, members and tracked time.

• Action
  List cards

  Returns the tasks (cards) in a Breeze project, 100 per page.

• Action
  List comments

  Returns the comments on a task in a Breeze project.

• Action
  List lists

  Returns the lists in a Breeze project.

• Action
  List projects

  Returns all active projects in the Breeze account.

• Action
  List time entries

  Returns the time entries logged against a task in a Breeze project.

• Action
  List todos

  Returns the items on a checklist of a task in a Breeze project.

• Action
  List users

  Returns the people on your Breeze team.

• Action
  Move card

  Moves a task to another list, or to another position within its list.

• Action
  Update card

  Updates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.

• Action
  Update comment

  Changes the text of a comment on a task in a Breeze project. Returns the updated comment.

• Action
  Update list

  Renames a list in a Breeze project. Returns the updated list.

• Action
  Update project

  Updates a Breeze project. Only the values you supply are changed. Returns the updated project.

• Action
  Update time entry

  Updates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.

• Action
  Update todo

  Updates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.

• 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 (user-defined) record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, the field name and value.

• 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 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 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, including the donor's user-defined field values. 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
  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
  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.