Connect DonorPerfect to EyeLevel.ai

Both apps 64DonorPerfect 38EyeLevel.ai 26

• 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.

• Action
  Add bucket

  Create a new bucket to hold documents.

• Action
  Add bucket to group

  Adds an existing bucket to an existing group. Buckets and groups can be associated many to many.

• Action
  Add document

  Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously.

• Action
  Add group

  Create a new group (collection of buckets).

• Action
  Add remote document

  Ingest a document hosted at a public URL into a GroundX bucket.

• Action
  Crawl website

  Crawl a website and ingest its pages as documents into a bucket.

• Action
  Delete bucket

  Delete a bucket.

• Action
  Delete document

  Deletes a single document from GroundX.

• Action
  Delete group

  Deletes a group in GroundX by its group ID.

• Action
  Find content by query

  Semantic search over ingested content chunks within a bucket/group for relevant passages.

• Action
  Find documents by ID

  Returns up to 20 documents associated with the specified process, bucket, or group ID.

• Action
  Find documents by query

  Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks.

• Action
  Get bucket

  Retrieve a single bucket by ID.

• Action
  Get customer

  Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits.

• Action
  Get customer usage

  Get the total searches or file tokens used by the account over a time period.

• Action
  Get document

  Look up an existing GroundX document by its ID.

• Action
  Get document extract

  Look up the information GroundX extract has pulled from an existing document.

• Action
  Get document processing status

  Get the ingestion/processing status of a document by process ID.

• Action
  Get document X-Ray

  Retrieve the X-Ray (deep semantic parse) result for a document.

• Action
  Get group

  Retrieve a single group by ID.

• Action
  List buckets

  Lists the content buckets in your GroundX account.

• Action
  List groups

  List all groups in your GroundX account (up to 100 per call).

• Action
  Remove bucket from group

  Removes a bucket from a group without affecting the bucket's other group associations.

• Action
  Update bucket

  Rename an existing content bucket.

• Action
  Update document

  Update a document's metadata (e.g. searchData, fileName).

• Action
  Update group

  Rename an existing group.

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