Connect DonorPerfect and Ezus

Both apps 112DonorPerfect 42Ezus 70

• 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 record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.

• 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 donor by first and last name

  Returns the first donor whose first and last name exactly match, plus how many donors matched

• 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 contact

  Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.

• 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, with the donor's standard fields. Use Get donor user-defined field values for custom fields. 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
  Get other info

  Returns one DonorPerfect Other Info record by its id, with its standard columns.

• 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
  Set gift custom field

  Sets one of your organization's custom fields (such as Class) on an existing gift

• 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
  Client Is Updated

  Triggers when a client record changes in Ezus.

• Trigger
  Invoice Is Finalised

  Triggers when a sales invoice in Ezus is finalized.

• Trigger
  New Client

  Triggers when a new client is created in Ezus.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in Ezus.

• Trigger
  New Project

  Triggers when a new project is created in Ezus.

• Trigger
  New Supplier Invoice

  Triggers when a new supplier invoice is added in Ezus.

• Trigger
  Project Is Updated

  Triggers when a project record changes in Ezus.

• Action
  Add Project Traveller

  Add Project Traveller in Ezus.

• Action
  Assign Tag

  Assign Tag in Ezus.

• Action
  Attach Document Slide

  Attach Document Slide in Ezus.

• Action
  Create Custom Field

  Create Custom Field in Ezus.

• Action
  Create Deposit

  Create Deposit in Ezus.

• Action
  Create Media

  Create Media in Ezus.

• Action
  Create or Update Category

  Create or Update Category in Ezus.

• Action
  Create or Update Client

  Create or Update Client in Ezus.

• Action
  Create or Update Destination

  Create or Update Destination in Ezus.

• Action
  Create or Update Package

  Create or Update Package in Ezus.

• Action
  Create or Update Product

  Create or Update Product in Ezus.

• Action
  Create or Update Product Season

  Create or Update Product Season in Ezus.

• Action
  Create or Update Project

  Create or Update Project in Ezus.

• Action
  Create or Update Project Commission

  Create or Update Project Commission in Ezus.

• Action
  Create or Update Project Step Items

  Creates a new item in a project step, or updates an existing one when its reference is given.

• Action
  Create or Update Step Category

  Create or Update Step Category in Ezus.

• Action
  Create or Update Subcategory

  Create or Update Subcategory in Ezus.

• Action
  Create or Update Subdestination

  Create or Update Subdestination in Ezus.

• Action
  Create or Update Supplier Invoice

  Create or Update Supplier Invoice in Ezus.

• Action
  Create or Update Webpage Template

  Create or Update Webpage Template in Ezus.

• Action
  Create Project Document

  Create Project Document in Ezus.

• Action
  Create Supplier Invoice Payment

  Create Supplier Invoice Payment in Ezus.

• Action
  Create Tag

  Create Tag in Ezus.

• Action
  Delete Project Commission

  Delete Project Commission in Ezus.

• Action
  Delete Tag

  Delete Tag in Ezus.

• Action
  Generate Document

  Generate Document in Ezus.

• Action
  Get Authenticated User

  Get Authenticated User in Ezus.

• Action
  Get Client

  Get Client in Ezus.

• Action
  Get Invoice

  Get Invoice in Ezus.

• Action
  Get Package

  Get Package in Ezus.

• Action
  Get Product

  Get Product in Ezus.

• Action
  Get Project

  Get Project in Ezus.

• Action
  Get Subdestination

  Get Subdestination in Ezus.

• Action
  Get Supplier

  Get Supplier in Ezus.

• Action
  Get Supplier Invoice

  Get Supplier Invoice in Ezus.

• Action
  Get Webpage Template

  Get Webpage Template in Ezus.

• Action
  List Categories

  List Categories in Ezus.

• Action
  List Clients

  List Clients in Ezus.

• Action
  List Custom Fields

  List Custom Fields in Ezus.

• Action
  List Destinations

  List Destinations in Ezus.

• Action
  List Document Jobs

  List Document Jobs in Ezus.

• Action
  List Document Templates

  List Document Templates in Ezus.

• Action
  List Invoices

  List Invoices in Ezus.

• Action
  List Media

  List Media in Ezus.

• Action
  List Products

  List Products in Ezus.

• Action
  List Project Documents

  List Project Documents in Ezus.

• Action
  List Project Groups

  List Project Groups in Ezus.

• Action
  List Projects

  List Projects in Ezus.

• Action
  List Project Steps

  List Project Steps in Ezus.

• Action
  List Project Suppliers

  List Project Suppliers in Ezus.

• Action
  List Project Travellers

  List Project Travellers in Ezus.

• Action
  List Supplier Invoices

  List Supplier Invoices in Ezus.

• Action
  List Suppliers

  List Suppliers in Ezus.

• Action
  List Tags

  List Tags in Ezus.

• Action
  List Tasks

  List Tasks in Ezus.

• Action
  List Template Variables

  List Template Variables in Ezus.

• Action
  List Travellers

  List Travellers in Ezus.

• Action
  List Webpage Templates

  List Webpage Templates in Ezus.

• Action
  Preview Webpage Template

  Preview Webpage Template in Ezus.

• Action
  Remove Tag

  Remove Tag in Ezus.

• Action
  Replace Product Tariff Levels

  Replace Product Tariff Levels in Ezus.

• Action
  Update Invoice

  Update Invoice in Ezus.

• Action
  Update Project Supplier

  Update Project Supplier in Ezus.

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