Integration
Connect DonorPerfect to BigMailer
When something happens in DonorPerfect, your agent does the next thing in BigMailer. 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 BigMailer 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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Triggers and actions 7 triggers · 67 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.
Trigger
New ContactTriggered when a new contact is created in a BigMailer brand.
Action
Add/Update ContactCreates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.
Action
Create a bulk campaignCreates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.
Action
Create an RSS campaignCreates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.
Action
Create a transactional campaignCreates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.
Action
Create listCreates a new contact list inside a BigMailer brand.
Action
Create segmentCreates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.
Action
Create templateCreates a reusable email or landing-page template in a BigMailer brand.
Action
Delete contactDeletes a contact from a BigMailer brand, by contact ID or email address.
Action
Delete listDeletes a contact list from a BigMailer brand.
Action
Delete segmentDeletes a segment from a BigMailer brand.
Action
Delete templateDeletes a template from a BigMailer brand.
Action
Get brandReturns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.
Action
Get bulk campaignReturns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.
Action
Get contactReturns one BigMailer contact by ID or email address, including its custom field values.
Action
Get listReturns one contact list from a BigMailer brand.
Action
Get RSS campaignReturns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.
Action
Get segmentReturns one segment from a BigMailer brand, including the conditions that define it.
Action
Get templateReturns one template from a BigMailer brand, including its HTML.
Action
Get transactional campaignReturns one transactional campaign from a BigMailer brand, including its content and send statistics.
Action
List brandsLists the brands in your BigMailer account.
Action
List bulk campaignsLists the bulk campaigns in a BigMailer brand.
Action
List contactsLists the contacts in a BigMailer brand, optionally limited to one list.
Action
List listsLists the contact lists in a BigMailer brand.
Action
List RSS campaignsLists the RSS campaigns in a BigMailer brand.
Action
List segmentsLists the segments in a BigMailer brand.
Action
List sendersLists the sending identities in a BigMailer brand.
Action
List templatesLists the templates in a BigMailer brand.
Action
List transactional campaignsLists the transactional campaigns in a BigMailer brand.
Action
Update a bulk campaignUpdates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update an RSS campaignUpdates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update a transactional campaignUpdates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.
Action
Update brandUpdates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.
Action
Update listRenames an existing contact list inside a BigMailer brand.
Action
Update segmentUpdates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.
Action
Update templateUpdates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.