Integration

Connect DonorPerfect to Booqable

When something happens in DonorPerfect, your agent does the next thing in Booqable. Describe it in plain language and the automation is built, tested on every branch and kept running.

DonorPerfect6 triggersDonorPerfect32 actionsBooqable8 triggersBooqable15 actions

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Everything your agent can do with DonorPerfect and Booqable

Triggers and actions 14 triggers · 47 actions

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
Completed Payment
Triggers when a payment is completed.
Trigger
Finalize Invoice
Triggers when an invoice is finalized.
Trigger
New Customer
Triggers when a new customer is added.
Trigger
New Product
Fires when a new product is created in the catalog. Poll GET /api/boomerang/products sorted by created_at.
Trigger
Reserved Order
Triggers when an order is reserved.
Trigger
Started Order
Triggers when an order is started.
Trigger
Stopped Order
Triggers when an order is stopped.
Trigger
Updated Order
Triggers when an order is updated.
Action
Create Coupon
Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
Action
Create Customer
Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
Action
Create Order
Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
Action
Find Customer - By ID
Returns one Booqable customer by its id, including the account's own customer custom fields.
Action
Find Customer - By Name or Email
Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
Action
Find Order - By ID
Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
Action
Find Product - By ID
Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
Action
List Customers
Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
Action
List Documents
Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
Action
List Locations
Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
Action
List Orders
Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
Action
List Payments
Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
Action
List Products
Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
Action
List Stock Items
Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
Action
Update Customer
Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.

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The other way round: Booqable to DonorPerfect