Connect DonorPerfect to Google Drive

Both apps 87DonorPerfect 38Google Drive 49

• 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
  Comment Added (Docs/Sheets/Slides)

  Triggers when a new comment is added to Google Docs, Sheets, or Slides.

• Trigger
  File Created

  Triggers when a new file is created in Google Drive.

• Trigger
  File Deleted or Trashed

  Triggers when a file is moved to trash or permanently deleted in Drive.

• Trigger
  File Shared (Permissions Added)

  Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

• Trigger
  File Updated

  Triggers when a file's metadata or content changes in Google Drive.

• Trigger
  Google Drive Changes

  Triggers when changes are detected in a Google Drive.

• Trigger
  New File Matching Query

  Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.

• Action
  Add File Sharing Preference

  Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

• Action
  Copy File

  Duplicates an existing file in google drive, identified by its `file id`.

• Action
  Create Comment

  Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.

• Action
  Create File

  Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).

• Action
  Create File From Text

  Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.

• Action
  Create Folder

  Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.

• Action
  Create Reply

  Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.

• Action
  Create Shortcut To File

  Tool to create a shortcut to a file or folder in google drive. use when you need to link to an existing drive item from another location without duplicating it.

• Action
  Delete Comment

  Deletes a comment from a file. use when you need to remove a specific comment from a google drive file.

• Action
  Delete Permission

  Deletes a permission from a file by permission id. use when you need to revoke access for a specific user or group from a file.

• Action
  Delete Reply

  Tool to delete a specific reply by reply id. use when you need to remove a reply from a comment on a file.

• Action
  Download File

  Downloads a file from google drive by its id. for google workspace documents (docs, sheets, slides), optionally exports to a specified `mime type`. for other file types, downloads in their native format regardless of mime type.

• Action
  Edit File

  Updates an existing google drive file by overwriting its entire content with new text (max 10mb).

• Action
  Empty Trash

  Tool to permanently delete all of the user's trashed files. use when you want to empty the trash in google drive.

• Action
  Find File

  Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.

• Action
  Find Folder

  Tool to find a folder in google drive by its name and optionally a parent folder. use when you need to locate a specific folder to perform further actions like creating files in it or listing its contents.

• Action
  Generate Ids

  Generates a set of file ids which can be provided in create or copy requests. use when you need to pre-allocate ids for new files or copies.

• Action
  Get About

  Tool to retrieve information about the user, the user's drive, and system capabilities. use when you need to check storage quotas, user details, or supported import/export formats.

• Action
  Get Changes Start Page Token

  Tool to get the starting pagetoken for listing future changes in google drive. use this when you need to track changes to files and folders.

• Action
  Get Comment

  Tool to get a comment by id. use when you need to retrieve a specific comment from a google drive file and have both the file id and comment id.

• Action
  Get File Metadata

  Tool to get a file's metadata by id. use when you need to retrieve the metadata for a specific file in google drive.

• Action
  Get Permission

  Gets a permission by id. use this tool to retrieve a specific permission for a file or shared drive.

• Action
  Get Reply

  Tool to get a specific reply to a comment on a file. use when you need to retrieve the details of a particular reply.

• Action
  Get Revision

  Tool to get a specific revision's metadata by revision id. use when you need to retrieve information about a particular version of a file.

• Action
  Google Drive Delete Folder Or File Action

  Tool to delete a file or folder in google drive. use when you need to permanently remove a specific file or folder using its id. note: this action is irreversible.

• Action
  List Changes

  Tool to list the changes for a user or shared drive. use when you need to track modifications to files and folders, such as creations, deletions, or permission changes. this action requires a `pagetoken` which can be initially obtained using the `get changes start page token` action or from a previous `list changes` response.

• Action
  List Comments

  Tool to list all comments for a file in google drive. use when you need to retrieve comments associated with a specific file.

• Action
  List File Labels

  Tool to list the labels on a file. use when you need to retrieve all labels associated with a specific file in google drive.

• Action
  List Files

  Tool to list a user's files and folders in google drive. use this to search or browse for files and folders based on various criteria.

• Action
  List Permissions

  Tool to list a file's permissions. use when you need to retrieve all permissions associated with a specific file or shared drive.

• Action
  List Replies To Comment

  Tool to list replies to a comment in google drive. use this when you need to retrieve all replies associated with a specific comment on a file.

• Action
  List Revisions

  Tool to list a file's revisions. use when you need to retrieve the revision history of a specific file in google drive.

• Action
  List Shared Drives

  Tool to list the user's shared drives. use when you need to get a list of all shared drives accessible to the authenticated user.

• Action
  Move File

  Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).

• Action
  Parse File

  Deprecated: exports google workspace files (max 10mb) to a specified format using `mime type`, or downloads other file types; use `googledrive download file` instead.

• Action
  Stop Watch Channel

  Tool to stop watching resources through a specified channel. use this when you want to stop receiving notifications for a previously established watch.

• Action
  Update Comment

  Tool to update an existing comment on a google drive file. use when you need to change the content or status (e.g., resolve) of a comment.

• Action
  Update File Put

  Updates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only. file content updates require multipart/related upload and are not yet implemented.

• Action
  Update File Revision Metadata

  Updates metadata of a file revision (e.g., keepforever, publish). use this tool to modify the metadata of a specific revision of a file in google drive.

• Action
  Update Permission

  Tool to update a permission with patch semantics. use when you need to modify an existing permission for a file or shared drive.

• Action
  Update Reply

  Tool to update a reply to a comment on a google drive file. use when you need to modify the content of an existing reply.

• Action
  Watch Changes

  Tool to subscribe to changes for a user or shared drive in google drive. use when you need to monitor a google drive for modifications and receive notifications at a specified webhook url.

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