Connect Cursion and DonorPerfect

Both apps 64Cursion 22DonorPerfect 42

• Trigger
  New Flow

  Triggers when a new Flow is created in your Cursion account.

• Trigger
  New Page

  Triggers when a new page is added to a Cursion site.

• Trigger
  New Scan

  Triggers when a new Scan is created for the selected Cursion page.

• Trigger
  New Site

  Triggers when a new site is added to your Cursion account.

• Trigger
  New Test

  Triggers when a new Test (a comparison of two scans) is created for a page.

• Action
  Add case

  Generates a new test case for a site from a plain-language prompt and returns the process tracking its creation.

• Action
  Add flow

  Creates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute.

• Action
  Create CaseRun

  Runs a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately.

• Action
  Create FlowRun

  Runs a Flow against a Site and returns the new FlowRun, which completes asynchronously.

• Action
  Create Page

  Creates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan.

• Action
  Create Scan

  Starts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete.

• Action
  Create Site

  Creates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background.

• Action
  Delete site

  Deletes a site and, with it, all of the site's scans, tests, schedules and alerts.

• Action
  Get FlowRun

  Returns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs.

• Action
  Get scan

  Returns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots.

• Action
  Get site

  Returns a single Cursion site with its URL, tags, crawl times and latest scan and test summary.

• Action
  Get test

  Returns a single Test, the comparison of two scans of a page, with its scores, status and deltas.

• Action
  List flows

  Returns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges).

• Action
  List pages

  Returns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results.

• Action
  List scans

  Returns the scans captured for a Cursion page, ordered by creation time.

• Action
  List sites

  Returns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details.

• Action
  List tests

  Returns the Tests run against a Cursion Page, ordered by creation time.

• 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.