Connect ComplyCube and Raiser's Edge

Both apps 89ComplyCube 41Raiser's Edge 48

• Trigger
  Check Completed

  Triggers when a new check is received.

• Trigger
  New Event

  Triggers when a new event is received.

• Action
  Add Note

  Add a note to a client for investigations, reviews, or compliance reporting.

• Action
  Create Address

  Creates a new address for a client.

• Action
  Create Check

  Create a verification check (identity, document, AML, or other check type) against a client.

• Action
  Create Client

  Updates clients details using the given input.

• Action
  Create Document

  Creates a new document for a client.

• Action
  Create Session

  Creates a verification session link using workflow templates.

• Action
  Delete Address

  Deletes an existing address.

• Action
  Delete Client

  Deletes an existing client.

• Action
  Delete Document

  Deletes an existing document.

• Action
  Delete Note

  Delete a note.

• Action
  Find Addresses

  Search and verify an address for KYC address checks.

• Action
  Find Companies

  Search for companies by name or registration details for KYB checks.

• Action
  Generate Check Report

  Generate a PDF report for a specific check.

• Action
  Generate Client Report

  Generate a PDF report summarizing a client's compliance record.

• Action
  Generate Session Report

  Generates a session report PDF and returns it as a file for use in later Zap steps.

• Action
  Generate Token

  Generate an SDK token to securely authenticate a frontend user session.

• Action
  Get Address

  Retrieves an address using "Address ID".

• Action
  Get Check Results

  Retrieves a check's results using "Check ID".

• Action
  Get Client

  Retrieves a client's results using "Client ID".

• Action
  Get Company Details

  Retrieve detailed information about a company by its ID.

• Action
  Get Document

  Retrieves a document using "Document ID".

• Action
  Get Live Photo

  Retrieve a client's live photo by ID.

• Action
  Get Note

  Retrieve a note by ID.

• Action
  Get Risk Profile

  Retrieve a client's AML risk profile and score.

• Action
  Get Session Results

  Retrieves a session's results using "Session ID".

• Action
  List Addresses

  List addresses linked to a client.

• Action
  List Checks

  List checks performed on a client.

• Action
  List Clients

  List clients with optional filters and pagination.

• Action
  List Documents

  List documents linked to a client.

• Action
  List Live Photos

  List a client's live photos.

• Action
  List Notes

  List notes linked to a client.

• Action
  List Workflow Sessions

  List a client's workflow sessions.

• Action
  Update Address

  Updates an existing address.

• Action
  Update Check

  Update an existing check's parameters.

• Action
  Update Client

  Updates clients details using the given input.

• Action
  Update Document

  Updates an existing document.

• Action
  Update Note

  Update an existing note.

• Action
  Upload Document Image

  Uploads an image attachment (front or back) to an existing document.

• Action
  Upload Live Photo

  Upload a client's live photo (selfie) for biometric identity and liveness verification.

• Trigger
  New Constituent

  Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.

• Trigger
  New Event Participant

  Triggers when a new participant is added to the selected Raiser's Edge NXT event.

• Trigger
  New Fund

  Triggers when a new fund is created in Raiser's Edge NXT.

• Trigger
  New Gift

  Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.

• Trigger
  New Note

  Triggers when a new note is added to a constituent record in Raiser's Edge NXT.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Raiser's Edge NXT.

• Trigger
  New or Updated Gift

  Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.

• Trigger
  New or Updated Opportunity

  Triggers when an opportunity is created or updated in Raiser's Edge NXT.

• Trigger
  Updated Constituent

  Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.

• Action
  Find Duplicate Constituents

  Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.

• Action
  Get Action

  Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.

• Action
  Get Appeal

  Returns an appeal by its ID, including its category, dates, goal and custom field values.

• Action
  Get Campaign

  Returns a campaign by its ID, including its category, dates, goal and custom field values.

• Action
  Get Constituent

  Retrieves a constituent by system record id.

• Action
  Get Constituent Latest Gift

  Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.

• Action
  Get Constituent Lifetime Giving

  Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.

• Action
  Get Event

  Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.

• Action
  Get Event Participant

  Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.

• Action
  Get Gift

  Retrieves a gift by system record id.

• Action
  Get Membership

  Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.

• Action
  Get Note

  Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.

• Action
  Get Opportunity

  Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.

• Action
  Get Package

  Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.

• Action
  List Actions

  Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.

• Action
  List Appeals

  Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.

• Action
  List Campaigns

  Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.

• Action
  List Constituent Actions

  Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.

• Action
  List Constituent Addresses

  Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.

• Action
  List Constituent Codes

  Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.

• Action
  List Constituent Custom Fields

  Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date.

• Action
  List Constituent Email Addresses

  Returns all email addresses on file for a constituent, optionally including inactive ones.

• Action
  List Constituent Memberships

  Returns every membership held by a constituent, including program, category, dues, dates, standing and members.

• Action
  List Constituent Notes

  Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.

• Action
  List Constituent Phones

  Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags.

• Action
  List Constituents

  Lists constituents with paging (limit/offset).

• Action
  List Constituents in List

  Returns constituents that belong to a saved list (by list id).

• Action
  List Event Fees

  Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.

• Action
  List Event Participants

  Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.

• Action
  List Events

  Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.

• Action
  List Funds

  Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.

• Action
  List Gift Custom Fields

  Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.

• Action
  List Gifts

  Lists gifts, optionally filtered by constituent, with paging.

• Action
  List Memberships

  Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.

• Action
  List Opportunities

  Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.

• Action
  List Opportunity Notes

  Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author.

• Action
  List Packages

  Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.

• Action
  List Participant Fees

  Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.

• Action
  Search Constituents

  Searches constituents by name, lookup id, email, or other text.

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