Connect DonorPerfect and Inmobalia CRM

Both apps 93DonorPerfect 42Inmobalia CRM 51

• 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
  Activity Log Update

  Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.

• Trigger
  Activity Task Update

  Triggers when an activity task is created or updated in Inmobalia CRM.

• Trigger
  Contact Update

  Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.

• Trigger
  New Activity Log

  Triggered when a new activity log is created.

• Trigger
  New Activity Task

  Triggered when a new activity task is created.

• Trigger
  New Contact

  Triggered when a new contact is created in Inmobalia CRM.

• Trigger
  New Property

  Triggers when a new property is created in Inmobalia CRM.

• Trigger
  New Sale

  Triggers when a new sale is created in Inmobalia CRM.

• Trigger
  New User

  Triggered when a new user is created in the agency's Inmobalia CRM account.

• Trigger
  New WebLead

  Triggers when a new web lead is received, such as a website form submission or a lead from an integration.

• Trigger
  Property Update

  Triggers when an existing property is changed, or a new one is added, returning the property's summary details.

• Trigger
  Sale Update

  Triggers when a sale is created or updated in Inmobalia CRM.

• Action
  Create Activity Log

  Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.

• Action
  Create Activity Log Comment

  Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.

• Action
  Create Activity Task

  Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.

• Action
  Create Activity Task Comment

  Adds a comment to an activity task. The authenticated user is recorded as the comment's author.

• Action
  Create Contact

  Creates a new contact in Inmobalia CRM and returns the id of the new contact.

• Action
  Create Property

  Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.

• Action
  Create Property Description

  Adds a description in a chosen language to a property, and returns the description that was created.

• Action
  Create Property File

  Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.

• Action
  Create Property Image

  Uploads a JPEG or PNG image to a property's gallery and returns the new image's details.

• Action
  Create Property Link

  Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.

• Action
  Create WebLead

  Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.

• Action
  Find and Get Activity

  Returns one activity, either an activity log or an activity task, by its ID.

• Action
  Find and Get Activity Log

  Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.

• Action
  Find and Get Activity Task

  Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.

• Action
  Find and Get Contact by Email

  Finds contacts by exact email address and returns the first match along with every matching contact.

• Action
  Find and Get Contact by ID

  Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.

• Action
  Find and Get Property by ID

  Returns the full details of a single property, identified by its ID.

• Action
  Find and Get Property by Reference

  Returns the full details of the property with the given reference, including its pricing, location, features and status.

• Action
  Find and Get Property Description

  Returns a property's description text in the language you specify, including its short, main, extra and price descriptions.

• Action
  Find and Get Property File by Property Id and File Id

  Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.

• Action
  Find and Get Property HTML by Property Id and HTML Id

  Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.

• Action
  Find and Get Property Image by Property Id and Image Id

  Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status.

• Action
  Find and Get Property Link by Property Id and Link Id

  Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.

• Action
  Find and Get Sale by Code

  Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.

• Action
  Find and Get Sale by ID

  Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.

• Action
  Find and Get User

  Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.

• Action
  Get All Available Property Features

  Returns every property feature in the agency's catalogue, with its code, name and type.

• Action
  Get All Custom Features

  Returns the custom property features your agency has defined, with each feature's code and name.

• Action
  Get All Property Tags

  Returns all the property tags defined in your Inmobalia CRM agency.

• Action
  Get All Property Types

  Returns every property type available in the agency's Inmobalia CRM, with each type's name and category.

• Action
  Select Location

  Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.

• Action
  Update Activity Log

  Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log.

• Action
  Update Activity Task

  Updates an existing activity task in Inmobalia CRM and returns the updated task.

• Action
  Update Contact

  Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact.

• Action
  Update Property

  Updates an existing property by ID, changing only the fields you fill in, and returns the updated property.

• Action
  Update Property Description

  Updates the description of a property in a given language, and returns the updated description.

• Action
  Update Property File

  Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.

• Action
  Update Property Image

  Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.

• Action
  Update Property Link

  Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.

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