Connect DonorPerfect to EquipDash

Both apps 91DonorPerfect 38EquipDash 53

• 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
  Booking Cancelled

  Triggers when a booking is cancelled.

• Trigger
  Booking Checked In

  Triggers when a booking is checked in.

• Trigger
  Booking Picked Up

  Triggers when a booking is picked up.

• Trigger
  Booking Returned

  Triggers when a booking is returned.

• Trigger
  Booking Status Changed

  Triggers when a booking status changes.

• Trigger
  Booking Updated

  Triggers when a booking is updated.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Experience Created

  Triggers when a new experience is created.

• Trigger
  Experience Schedule Created

  Triggers when an experience schedule is created.

• Trigger
  Experience Updated

  Triggers when an experience is updated.

• Trigger
  Inventory Added

  Triggers when inventory is added to a product.

• Trigger
  Inventory Updated

  Triggers when inventory is updated.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  Payment Received

  Triggers when a payment is received.

• Trigger
  Product Created

  Triggers when a new product is created.

• Trigger
  Product Updated

  Triggers when a product is updated.

• Trigger
  Promo Code Created

  Triggers when a new promo code is created.

• Trigger
  Shift Created

  Triggers when a new shift is created.

• Action
  Add Inventory to Product

  Adds inventory to a product.

• Action
  Add Note to Booking

  Adds a note to a booking.

• Action
  Add Note to Customer

  Adds a note to a customer.

• Action
  Add Note to Workshop

  Adds a note to a workshop item.

• Action
  Add Payment to Booking

  Adds a payment to a booking.

• Action
  Add Pricing to Product

  Adds a pricing tier to a product.

• Action
  Add Schedule to Experience

  Adds a schedule slot to an experience.

• Action
  Add to Workshop

  Adds an item to the workshop.

• Action
  Archive Experience

  Archives an experience.

• Action
  Archive Product

  Archives a product.

• Action
  Cancel Booking

  Cancels a booking.

• Action
  Check Product Availability

  Checks availability of a product for given dates.

• Action
  Create Booking

  Creates a new booking.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Experience

  Creates a new experience.

• Action
  Create Experience Category

  Creates a new experience category.

• Action
  Create Product

  Creates a new product.

• Action
  Create Product Category

  Creates a new product category.

• Action
  Create Promo Code

  Creates a new promo code.

• Action
  Create Shift

  Creates a new staff shift.

• Action
  Create Tag

  Creates a new tag.

• Action
  Create Voucher

  Creates a new voucher.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Find Customer

  Finds a customer.

• Action
  Find Experience

  Finds a experience.

• Action
  Find Product

  Finds a product.

• Action
  Find Promo Code

  Finds a promo code.

• Action
  Find Staff

  Finds a staff.

• Action
  Find Voucher

  Finds a voucher.

• Action
  Remove From Workshop

  Removes an item from the workshop.

• Action
  Update Booking Status

  Updates the status of a booking.

• Action
  Update Customer

  Updates a customer.

• Action
  Update Experience

  Updates an experience.

• Action
  Update Product

  Updates a product.

• Action
  Update Tags on Booking

  Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

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