Integration
Connect DonorPerfect to Anysite
When something happens in DonorPerfect, your agent does the next thing in Anysite. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want DonorPerfect and Anysite to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with DonorPerfect and Anysite
Triggers and actions 6 triggers ยท 55 actions
Trigger
New donorPolling 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 giftPolling 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 donorTriggered when a donor is added or updated.
Trigger
New or updated giftTriggered when a gift (donation) is created or modified.
Trigger
Two-way sync new or updated donorsA 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 giftsA trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.
Action
Add codeAdds 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 contactAdds 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 donorCreates 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 giftCreates 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 giftCreates a new donation (gift) for the donor with the specified ID.
Action
Add new donor gift by emailCreates 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 pledgeAdds a new pledge to the specified donor. If successful, the pledge's ID is output.
Action
Add other infoAdds 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 emailAdds "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 donorDeletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
Action
Find filters by nameReturns 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 valuesReturns up to 20 field values for the specified donor. An error occurs if the donor is not found.
Action
Get active code by descriptionReturns the code having the specified description. An error occurs if the code is not found or is inactive.
Action
Get active code descriptionGets the specified code's description. An error occurs if the code is not found or is inactive.
Action
Get code descriptionReturns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.
Action
Get donorReturns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
Action
Get donor by emailReturns 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 nameReturns 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 infoReturns information about the specified donor field.
Action
Get donor default fieldsReturns all default fields for donors.
Action
Get donor giftsReturns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
Action
Get donors by filterReturns 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 infoReturns information about the specified donor user-defined field.
Action
Get donor user-defined fieldsReturns all user-defined donor fields.
Action
Get donor user-defined field valuesReturns all user-defined field values for the specified donor. An error occurs if the donor is not found.
Action
Get field display typeGets the specified field's display type, which can either be "code" or "description"
Action
Get flags by donor IDReturns the specified donor's flags. No error occurs if the donor is not found.
Action
Get giftReturns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
Action
Get gift user-defined field valuesReturns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.
Action
List filtersReturns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
Action
Post pledge paymentPosts a payment to the specified pledge for the specified donor.
Action
Update donorUpdates 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.
Action
Find Amazon products by search criteriaSearch Amazon product listings by keyword.
Action
Find Google Maps places by search criteriaSearch Google Maps for places by keyword and location.
Action
Find LinkedIn jobs by keywordsSearch LinkedIn job postings by keyword, location, or other criteria.
Action
Find LinkedIn users by keywordsSearch LinkedIn for users matching a name, title, or other criteria.
Action
Find Reddit posts by search criteriaSearch Reddit posts by keyword or subreddit.
Action
Find TikTok videos by search criteriaSearch TikTok videos by keyword or hashtag.
Action
Find X posts by search criteriaSearch X (Twitter) posts by keyword or other criteria.
Action
Find Yelp businesses by termSearch Yelp businesses by keyword and location.
Action
Find YouTube videos by search criteriaSearch YouTube videos by keyword.
Action
Get Amazon productFetch structured product data (price, rating, details) for an Amazon listing by URL or ASIN.
Action
Get Glassdoor company ratingsFetch structured ratings and review summary for a company on Glassdoor.
Action
Get Google Maps placeFetch structured place details (hours, rating, address) from Google Maps by place ID or URL.
Action
Get Instagram profileFetch structured profile data for an Instagram user by username.
Action
Get LinkedIn companyFetch structured company data for a LinkedIn company page by URL.
Action
Get LinkedIn profileFetch structured profile data for a LinkedIn user by profile URL.
Action
Get Reddit postFetch structured data for a Reddit post by URL, including comments.
Action
Get TikTok profileFetch structured profile data for a TikTok user by username.
Action
Get TikTok videoFetch structured data for a TikTok video by URL.
Action
Get X postFetch structured data for an X (Twitter) post by URL or ID.
Action
Get X profileFetch structured profile data for an X (Twitter) user by username.
Action
Get Yelp businessFetch structured business details from Yelp by business URL or ID.
Action
Get YouTube channelFetch structured data for a YouTube channel by URL or handle.
Action
Get YouTube videoFetch structured data for a YouTube video by URL or ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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