Connect DonorPerfect and Kajabi

Both apps 89DonorPerfect 42Kajabi 47

• 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 Blog Post

  Triggers when a new blog post is created on your Kajabi site.

• Trigger
  New Contact

  Triggers when a new contact is added to your Kajabi site.

• Trigger
  New Customer

  Triggers when a new customer is added to your Kajabi site.

• Trigger
  Tag Added

  Triggers when a tag is added to a Kajabi contact, optionally only for one chosen tag.

• Trigger
  Tag Removed

  Triggers when a tag is removed from a contact in Kajabi.

• Action
  Add Tag to Contact

  Adds a tag to a Kajabi contact and returns the contact's updated list of tags.

• Action
  Create Contact

  Creates a contact on a Kajabi site with name, email, phone, address and custom field values.

• Action
  Create Contact Note

  Creates a note on a Kajabi contact.

• Action
  Create Form Submission

  Submits a Kajabi opt-in form for a person, creating a form submission and running the form's configured tags, offers, sequences and automations.

• Action
  Deactivate Purchase

  Deactivates a Kajabi purchase, removing the customer's access. Does not cancel an associated subscription.

• Action
  Delete Contact

  Permanently deletes a contact from your Kajabi site. Contacts with active Kajabi Payments subscriptions cannot be deleted.

• Action
  Delete Contact Note

  Deletes a note from a contact in Kajabi.

• Action
  Find Contact

  Finds contacts by name or email (fuzzy search), optionally narrowed by site, tag, offer or field contents. Returns the matching contacts and the first match.

• Action
  Get Blog Post

  Returns the details of a Kajabi blog post, including its title, content, URL, slug and publish date.

• Action
  Get Contact

  Returns a Kajabi contact by id, including its attributes, custom fields and optionally its related offers and customer.

• Action
  Get Contact Note

  Returns a single contact note by its id, including the note text, timestamps and the contact it belongs to.

• Action
  Get Course

  Returns a Kajabi course's details, optionally with its modules, lessons, media and offers.

• Action
  Get Customer

  Returns a customer's details, optionally with their contact, offers and products.

• Action
  Get Form Submission

  Returns a single form submission, including the submitter's name, email, address, phone numbers and any custom field values collected by the form.

• Action
  Get Offer

  Returns an offer's details, including its title, price, payment type and checkout URL, optionally with its linked products.

• Action
  Get Order

  Returns a single Kajabi order, including its totals, currency and fulfillment time, with optional related order items, customer and site.

• Action
  Get Product

  Returns the details of a Kajabi product, including its title, type, publish status and member count.

• Action
  Get Purchase

  Returns the details of a Kajabi purchase of an offer, including amount, payment type, status and its related offer, customer and transactions.

• Action
  Get Transaction

  Returns a single Kajabi payment transaction, including its amount, status, currency and type, optionally with the related customer and purchases.

• Action
  Grant Access to an Offer

  Grants a Kajabi contact access to an offer and its products, creating a customer record for the contact if needed. Optionally skips the customer welcome email.

• Action
  Grant Offer to Customer

  Grants a Kajabi offer, and the products it includes, to an existing customer. Returns the customer's offers after the grant.

• Action
  List Blog Posts

  Returns the blog posts on your Kajabi account, optionally filtered by site or title and sorted.

• Action
  List Contact Notes

  Returns contact notes, optionally only those for one contact or site, newest first by default.

• Action
  List Contacts

  Returns contacts from your Kajabi account, optionally narrowed to a site and filtered by search text, tags, offers, products, forms, email activity and more.

• Action
  List Contact's Offers

  Returns the offers a Kajabi contact has been granted access to, as a list of offer ids.

• Action
  List Contact's Tags

  Returns the tags currently applied to a contact.

• Action
  List Contact Tags

  Returns the contact tags (not archived) in your Kajabi account, optionally limited to one site or to tags whose name contains some text.

• Action
  List Courses

  Returns the courses in your Kajabi account, optionally filtered by site, title, description or publish status.

• Action
  List Customers

  Returns the customers on your Kajabi site, optionally filtered by search text, tags, offers, products, forms, email activity and more.

• Action
  List Custom Fields

  Returns the contact custom fields defined in your Kajabi account, with each field's title, handle, type and whether it is required.

• Action
  List Forms

  Returns the opt-in forms on your Kajabi sites, optionally filtered by site or title.

• Action
  List Form Submissions

  Returns form submissions from your Kajabi sites, optionally filtered by site or form.

• Action
  List Offers

  Returns the non-archived offers on your Kajabi sites that can be granted to a contact, optionally filtered by site, title or description.

• Action
  List Orders

  Returns the orders on your Kajabi account, optionally filtered by site, customer, order number or fulfillment status.

• Action
  List Products

  Returns the products (not archived) on your Kajabi account, optionally filtered by site, title, description or status.

• Action
  List Purchases

  Returns the offer purchases on your Kajabi account, optionally filtered by site, customer, coupon code, referrer or active/deactivated status.

• Action
  Reactivate Purchase

  Reactivates a deactivated purchase so the customer regains access. Does not reactivate any subscription.

• Action
  Remove Tag from Contact

  Removes a tag from a Kajabi contact and returns the tags still on the contact.

• Action
  Revoke Access to an Offer

  Revokes a contact's access to an offer, deactivating the offer's product memberships.

• Action
  Revoke Offer from Customer

  Revokes a customer's access to an offer, deactivating its product memberships. Returns the offers the customer still has.

• Action
  Update Contact

  Updates an existing Kajabi contact's name, email, phone, address, subscription status or custom field values. Fields left blank are not changed.

• Action
  Update Contact Note

  Updates the text of an existing note on a Kajabi contact.

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