Connect DonorPerfect and Harpoon

Both apps 97DonorPerfect 42Harpoon 55

• 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
  New Client

  Triggered when a new client is created in Harpoon.

• Trigger
  New Contact

  Triggered when a new contact is created in Harpoon.

• Trigger
  New Expense

  Triggered when a new expense is created in your Harpoon account.

• Trigger
  New Expense Category

  Triggered when a new expense category is created in Harpoon.

• Trigger
  New Invoice

  Triggered when a new invoice is created in Harpoon.

• Trigger
  New Payment

  Triggered when a new payment is recorded in your Harpoon account.

• Trigger
  New Project

  Triggered when a new project is created in Harpoon.

• Trigger
  New Task Category

  Triggered when a new task category is added in your Harpoon account.

• Trigger
  New Time Entry

  Triggered when a new time entry is logged in Harpoon.

• Action
  Add Credit Entry

  Creates a new credit entry on a client's account in Harpoon, recording an amount, a date and an optional note or originating invoice. Returns the credit entry that was created.

• Action
  Add Invoice

  Creates a new invoice in Harpoon for a client or project, with an invoice number, issue date, and optional line items. Returns the invoice that was created.

• Action
  Add Lead Source

  Creates a new lead source in Harpoon, so new clients can be tagged with where they came from. Returns the lead source that was created.

• Action
  Add Note

  Adds a note to a client, project or invoice in Harpoon. Returns the note that was created.

• Action
  Add Team

  Creates a new team in your Harpoon account. Harpoon populates the new team from your account details; the API accepts no team attributes on creation.

• Action
  Clone Time Entry

  Creates a copy of an existing time entry in Harpoon. The copy keeps the original's project, task and description, and starts with today's date and zero hours logged.

• Action
  Create Contact

  Creates a contact person under a Harpoon client, with their name, email address, and phone number. Returns the contact that was created.

• Action
  Create Expense

  Records a one-off expense in Harpoon with its date, amount, and vendor, optionally attributed to a client, project, or expense category. Returns the expense that was created.

• Action
  Create Expense Category

  Creates a new expense category in your Harpoon account so expenses can be grouped under it.

• Action
  Create Project

  Creates a project in Harpoon for a client, with its budget, rate, and start and end dates. Returns the project that was created.

• Action
  Create Time Entry

  Logs hours worked in Harpoon for a team member on a given date, optionally against a client or project. Returns the time entry that was created.

• Action
  Delete Client

  Deletes a client from your Harpoon account.

• Action
  Delete Expense

  Permanently deletes an expense from your Harpoon account.

• Action
  Delete Invoice

  Permanently removes an invoice from Harpoon. Returns Harpoon's confirmation that the invoice was deleted.

• Action
  Delete Note

  Deletes a note from your Harpoon account.

• Action
  Delete Recurring Expense

  Deletes a recurring expense template from Harpoon by its id, so it stops generating new expenses.

• Action
  Delete Recurring Invoice

  Stops and removes a recurring invoice schedule in Harpoon so it no longer generates invoices. Returns Harpoon's confirmation that it was deleted.

• Action
  Delete Time Entry

  Deletes a time entry from your Harpoon account.

• Action
  Get Client

  Returns a single client from your Harpoon account, including its name, contact details and other stored attributes.

• Action
  Get Client Credits

  Returns a client's credit entries in Harpoon, along with the credit still available on the account.

• Action
  Get Contact

  Returns a single Harpoon contact, including their name, email address, phone number, and the client they belong to.

• Action
  Get Estimate

  Returns a single estimate from your Harpoon account, including its client, line items, totals and status.

• Action
  Get Expense

  Returns a single expense from your Harpoon account, including its amount, date, vendor, category and the client or project it is attached to.

• Action
  Get Expense Category

  Returns a single Harpoon expense category with every detail it carries, including its name and budget settings.

• Action
  Get Invoice

  Fetches one invoice from Harpoon by its id, with its client, line items and payment totals. An error occurs if the invoice is not found.

• Action
  Get Lead Source

  Returns a single lead source from your Harpoon account.

• Action
  Get Project

  Returns a single project from your Harpoon account, including its client, budget and status.

• Action
  Get Recurring Expense

  Fetches one recurring expense template from Harpoon by its id, with its vendor, amount, frequency and schedule. An error occurs if it is not found.

• Action
  Get Recurring Invoice

  Returns a single recurring invoice schedule from Harpoon, including its client, frequency, dates, and line items.

• Action
  Get Task

  Returns a single task category from your Harpoon account, including its name and hourly rate.

• Action
  Get Team

  Returns a single team from your Harpoon account, including its name, email address, phone, address, owner and whether it is active.

• Action
  Get Time Entry

  Returns a single tracked time entry from your Harpoon account, including its date, hours, client, project and notes.

• Action
  List Contacts

  Returns the contacts in your Harpoon account, including each contact's name, email address and phone number.

• Action
  List Estimates

  Returns the estimates in a Harpoon account, optionally narrowed to a year, client, project, status, or search text.

• Action
  List Expense Categories

  Returns the expense categories set up in Harpoon, each with its budget settings.

• Action
  List Expenses

  Returns the expenses in your Harpoon account, optionally narrowed by date range, client, project, category, billing status or search text.

• Action
  List Invoices

  Returns the invoices in your Harpoon account, optionally narrowed by year, client, project, status or a search term.

• Action
  List Projects

  Returns the projects in a Harpoon account, with their client, budget, rate, and dates.

• Action
  List Teams

  Returns the teams in your Harpoon account, along with the total number of teams found.

• Action
  List Time Entries

  Returns time entries from your Harpoon account — either the timers running now or logged history for a date range — optionally narrowed by client, project, task, team member or billing status.

• Action
  Update Expense

  Updates an existing expense in your Harpoon account. Only the values you supply are changed.

• Action
  Update Invoice

  Updates an existing invoice in your Harpoon account. Only the values you supply are changed.

• Action
  Update Project

  Updates an existing project in Harpoon — its name, client, billing type, status, dates, budget and task rates. Returns the updated project.

• Action
  Update Recurring Expense

  Updates a recurring expense in Harpoon — its vendor, amount, frequency, category, dates, and status. Anything left blank keeps its current value. Returns the updated recurring expense.

• Action
  Update Recurring Invoice

  Updates an existing recurring invoice template in your Harpoon account. Only the values you supply are changed.

• Action
  Update Time Entry

  Updates an existing time entry in Harpoon — its date, hours, description, project, task or billing state.

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