Connect COR to NGP VAN

Both apps 56COR 36NGP VAN 20

• Trigger
  Create Brand

  Triggers when a new brand is created in COR.

• Trigger
  Create Client

  Triggers when a new client is created in COR.

• Trigger
  Create Hour

  Triggers when a new time entry is logged in COR.

• Trigger
  Create Invoice

  Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart.

• Trigger
  Create Product

  Triggers when a new product is created in COR.

• Trigger
  Create Project

  Triggers when a new project is created in COR.

• Trigger
  Create Task

  Triggers when a new task is created in COR. Returns the new task's details.

• Trigger
  Create User

  Triggers when a new user is created in COR.

• Trigger
  Updated Client

  Triggers when an existing client is changed in COR.

• Trigger
  Updated Project

  Triggers when an existing project is updated in COR.

• Trigger
  Updated Task

  Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears.

• Trigger
  Updated User

  Triggers when a user in COR is created or changed, such as their name, email, role, position or labels.

• Action
  Add brand

  Creates a new brand under a client in COR.

• Action
  Add team

  Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created.

• Action
  Create Client

  Creates a new client in COR with its company details and primary contact, and returns the new client's id.

• Action
  Create Fee

  Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee.

• Action
  Create Hour

  Logs a time entry against a task in COR and returns the new entry's id.

• Action
  Create Invoice

  Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction.

• Action
  Create Project

  Creates a new project for a client in COR and returns the created project.

• Action
  Create Task

  Creates a new task in COR, optionally within a project, and returns the created task.

• Action
  Delete Project

  Deletes a project in COR by its ID.

• Action
  Delete task

  Deletes a task in COR by its ID.

• Action
  Find clients by name

  Returns the clients whose name matches the specified name.

• Action
  Find projects by name

  Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details.

• Action
  Get client

  Returns a single COR client by its id, including its business name, contact details, website and description.

• Action
  Get project

  Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found.

• Action
  Get task

  Returns a single COR task by its id, including its title, project, deadline, status and priority.

• Action
  List clients

  Returns all clients in the COR account, optionally narrowed by filter criteria.

• Action
  List fees

  Returns the fees in the COR account, including each fee's name, estimate, status and dates.

• Action
  List hours

  Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose.

• Action
  List products

  Returns all products in the COR account, each with its name, client and brand.

• Action
  List projects

  Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state.

• Action
  List tasks

  Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose.

• Action
  List teams

  Returns the teams in the COR workspace, including each team's name and description.

• Action
  Update Project

  Updates an existing project in COR, changing only the fields you fill in, and returns the updated project.

• Action
  Update Task

  Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task.

• Action
  Add a Contribution

  Creates a contribution (donation) for a contact in NGP VAN, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes one or more activist codes on a person in NGP VAN.

• Action
  Add Canvass Responses

  Records a canvass interaction on a person in NGP VAN: either a result code such as Not Home, or script responses such as activist codes, survey answers and volunteer activities.

• Action
  Add Contact History

  Records a contact attempt (contact history) on a person in NGP VAN with a result code such as Not Home or Wrong Number, plus optional context like contact type, date and phone.

• Action
  Add Note to Contact

  Adds a free-text note to a person in NGP VAN, optionally with a note category and a contact history record.

• Action
  Add Survey Responses

  Records one or more survey question answers on a person in VAN, optionally with details of how and when they were canvassed.

• Action
  Create Financial Batch

  Creates a financial batch in NGP VAN for grouping contributions under a designation.

• Action
  Create or Update Contact With a Contribution

  Finds a matching contact (creating one if none exists, otherwise updating it) and records a contribution for that contact. Returns the contact's VAN ID and the new contribution ID.

• Action
  Delete code from contact

  Removes a single code (tag) from a contact in NGP VAN.

• Action
  Delete contact

  Deletes (suppresses) a contact record in NGP VAN by its VANID.

• Action
  Find Contact

  Finds the person in NGP VAN who matches the VAN ID, name, date of birth, phone numbers or email addresses you provide, and returns that person's full record.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text.

• Action
  Get contact

  Returns a person record from NGP VAN by VAN ID, with optional phones, emails, addresses, custom fields and other details.

• Action
  List activist codes

  Returns the activist codes available in your VAN committee, optionally filtered by status, name or type.

• Action
  List campaigns

  Returns the campaigns in your NGP VAN account, with each campaign's name, type and status.

• Action
  List notes

  Returns the notes recorded on a person (contact) in NGP VAN.

• Action
  Merge contacts

  Merges a source contact into a target contact, keeping the target's values on conflicts and deleting the source.

• Action
  Subscribe Email

  Finds or creates a contact by email address and marks that email as subscribed.

• Action
  Tag a Contact

  Applies a tag or source code to an existing contact.

• Action
  Update note

  Updates the text, view restriction and category of an existing note on a person in NGP VAN.

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