Connect DonorPerfect to ActiveCampaign

Both apps 141DonorPerfect 38ActiveCampaign 103

• 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.

• Trigger
  Contact unsubscribed from list

  Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event.

• Trigger
  Deal task completed

  Fires instantly when a deal task is completed.

• Trigger
  Email opened

  Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event.

• Trigger
  Link clicked in email

  Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event.

• Trigger
  New contact

  Polling trigger. Fires when a new contact is created, newest first.

• Trigger
  New contact added to list

  Triggers when a new contact is added to a list.

• Trigger
  New deal

  Polling trigger. Fires when a new deal is created, newest first.

• Trigger
  New deal task

  Fires instantly when a new deal task is created.

• Trigger
  New list

  Polling trigger. Fires when a new list is created, newest first.

• Trigger
  New note

  Triggered when a new note is created.

• Trigger
  New or updated contact

  Polling trigger. Fires when a contact is created or updated, by most-recent update.

• Trigger
  New or updated deal

  Triggers on a new or updated deal.

• Trigger
  New or updated deal (instant)

  Triggers when a new deal is created or an existing deal is updated.

• Trigger
  New tag

  Polling trigger. Fires when a new tag is created, newest first.

• Trigger
  New task

  Triggered when a new task is created.

• Trigger
  Tag added to contact

  Triggers when a tag is added to a contact.

• Trigger
  Tag removed from contact

  Fires instantly when a tag is removed from a contact.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, 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 deals

  A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Action
  Add account

  Adds a new account (organization).

• Action
  Add contact

  Adds a new contact.

• Action
  Add contact to automation

  Adds a contact to an automation by contact ID and automation ID.

• Action
  Add contact to list

  Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists.

• Action
  Add contact via mapped list

  Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint.

• Action
  Add custom contact object record

  Adds a record for the specified contact custom object to the specified contact.

• Action
  Add deal

  Adds a new deal.

• Action
  Add deal via mappings

  Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields.

• Action
  Add list

  Creates a new list.

• Action
  Add note to contact

  Adds a note to a contact.

• Action
  Add or update contact by email

  Adds a new contact, or updates the existing contact if the email already exists (sync endpoint).

• Action
  Add tag

  Creates a new tag.

• Action
  Add tag to contact

  Adds an existing tag to a contact by tag ID and contact ID.

• Action
  Add task

  Adds a new task in ActiveCampaign

• Action
  Bulk import contacts

  Import many contacts in one call with tags/list membership (POST import/bulk_import).

• Action
  Clear contact custom field value

  Clears (empties) the value of the specified custom field for the specified contact.

• Action
  Create abandoned cart

  Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate).

• Action
  Create account association

  Creates an account association with a contact ID.

• Action
  Create a deal note

  Add a note to a deal (POST deal note).

• Action
  Create a deal stage

  Creates a new deal stage in the specified pipeline.

• Action
  Create a deal stage by mapped pipeline

  Creates a new deal stage in the mapped pipeline.

• Action
  Create an ecommerce customer

  Create a Deep Data ecommerce customer linking a contact to a store (POST ecomCustomers).

• Action
  Create an ecommerce order

  Create a Deep Data ecommerce order record (POST ecomOrders).

• Action
  Create a note

  Create a free-text note attached to a CRM object (POST notes).

• Action
  Create an SMS broadcast

  Create a new SMS broadcast message to a recipient list (POST broadcast message).

• Action
  Create a pipeline

  Creates a new pipeline (deal group) in ActiveCampaign.

• Action
  Create a secondary contact

  Associate an additional contact with a deal (POST secondary contact / contactDeal).

• Action
  Create or update custom-object record

  Upsert a custom-object (schema) record (POST create or update record).

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Delete custom contact object record

  Deletes a record from the specified custom contact object.

• Action
  Delete deal

  Deletes an existing deal.

• Action
  Delete deal stage

  Deletes an existing deal stage.

• Action
  Delete list

  Deletes a list by ID.

• Action
  Delete note

  Delete a note by ID.

• Action
  Delete tag

  Deletes a tag by ID.

• Action
  Delete task

  Deletes a task by ID in ActiveCampaign

• Action
  Duplicate campaign

  Duplicates an ActiveCampaign campaign by ID

• Action
  Edit campaign

  Edits an existing campaign in ActiveCampaign

• Action
  Find account by name

  Finds an existing account by name. Returns matching accounts.

• Action
  Find contact by custom field

  Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for.

• Action
  Find contacts by custom field

  Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details.

• Action
  Find deal by title

  Finds an existing deal by title. An error occurs if a single exact match is not found.

• Action
  Find user by email

  Finds an existing user by email. An error occurs if a matching user is not found.

• Action
  Get account

  Returns account info for the specified account ID.

• Action
  Get all deal stages from specified pipeline

  Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID).

• Action
  Get automation

  Fetches an automation by ID. An error occurs if the automation is not found.

• Action
  Get campaign

  Retrieves a single campaign from ActiveCampaign by its ID.

• Action
  Get contact

  Get contact by ID. An error occurs if the contact is not found.

• Action
  Get contact by email

  Returns full contact details for the specified email address. An error occurs if the contact is not found.

• Action
  Get contact's deals

  Returns all deals associated with the specified contact.

• Action
  Get contact's lists

  Returns all lists the specified contact belongs to.

• Action
  Get contact's tags

  Returns all tags associated with the specified contact.

• Action
  Get deal

  Returns deal info for the specified deal ID.

• Action
  Get form

  Retrieve a single ActiveCampaign form by its ID.

• Action
  Get list

  Returns a single contact list by its id, including its name, sender information and subscriber counts.

• Action
  Get note

  Retrieve a single note by its ID.

• Action
  Get score

  Retrieve a single lead/contact scoring rule by its ID.

• Action
  Get segment

  Retrieve a single ActiveCampaign segment by ID.

• Action
  Get tag

  Fetches a tag by ID. An error occurs if the tag is not found.

• Action
  Get task

  Retrieves a task by ID from ActiveCampaign

• Action
  List all campaigns

  List email campaigns (GET campaigns).

• Action
  List all pipelines

  List deal pipelines (GET pipelines / dealGroups).

• Action
  List all scores

  List the account's lead/contact scoring rules (GET scores).

• Action
  List all stages

  List deal pipeline stages (GET stages / dealStages).

• Action
  List all tasks

  List CRM tasks (GET dealTasks).

• Action
  List automations

  Returns a paginated list of all automations.

• Action
  List contacts

  Returns a paginated list of all contacts.

• Action
  List custom contact object records

  Returns a paginated list of all records for the specified custom contact object.

• Action
  List deals

  Returns a paginated list of all deals.

• Action
  List lists

  Returns a paginated list of all contact lists.

• Action
  List tags

  Returns a paginated list of all tags.

• Action
  Move deal to another stage

  Move a deal to a different pipeline stage (PUT deal stage).

• Action
  Remove contact from automation

  Removes a contact from an automation by deleting the contact automation record.

• Action
  Remove contact from list

  Removes a contact from the specified list.

• Action
  Remove tag from contact

  Removes a tag from a contact by the contactTag association ID.

• Action
  Remove tags from contact

  Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID.

• Action
  Set automation status

  Enables or disables an automation. Set status to '1' to enable or '0' to disable.

• Action
  Set custom field value for contact

  Create or update a contact's custom field value (POST/PUT custom field value).

• Action
  Set deal currency custom field value

  Set the value for a deal's custom field of the "currency" type

• Action
  Update account

  Updates the specified account.

• Action
  Update contact

  Updates an existing contact having the specified ID.

• Action
  Update deal

  Updates an existing deal.

• Action
  Update tag

  Updates an existing tag.

• Action
  Update task

  Updates a task by ID in ActiveCampaign

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