Connect DonorPerfect and Mailchimp

Both apps 211DonorPerfect 42Mailchimp 169

• 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
  Campaign Sent (instant)

  Fires instantly when a campaign finishes sending.

• Trigger
  Member Cleaned (instant)

  Fires instantly when a member's email is marked cleaned (bounced or invalid).

• Trigger
  Member Email Changed (instant)

  Fires instantly when a member's email address changes.

• Trigger
  Member Profile Updated (instant)

  Fires instantly when a member's profile fields are updated.

• Trigger
  New list

  Triggers when a new audience (list) is created. Polling; deduped by list id.

• Action
  Add Campaign Feedback

  Add a feedback comment to a campaign.

• Action
  Add Cart Line Item

  Add a line item to a cart.

• Action
  Add File

  Upload a new file to the File Manager.

• Action
  Add Interest in Category

  Add a new interest to an interest category.

• Action
  Add Member Event

  Record a custom event against a member.

• Action
  Add Member Note

  Add a note to a member.

• Action
  Add Member to Segment

  Add a single member to a static segment.

• Action
  Add Order Line Item

  Add a line item to an order.

• Action
  Add or Update Customer

  Create a customer or update it if one with the same ID already exists.

• Action
  Add or update member

  Adds or updates a member in the specified audience. Upserts by email; sets status (subscribed by default).

• Action
  Add or Update Order

  Create an order or update it if one with the same ID already exists.

• Action
  Add or Update Product Variant

  Create a product variant or update it if one with the same ID already exists.

• Action
  Add Product Image

  Add a new image to a product.

• Action
  Add Product Variant

  Add a new variant to a product.

• Action
  Add tag to member

  Adds a tag to the specified member in the specified audience. Creates the tag if it does not exist.

• Action
  Archive Audience Member

  Archive a member, removing them from the audience while retaining history.

• Action
  Archive Classic Automation

  Archive a classic Automation workflow.

• Action
  Batch Add or Remove Segment Members

  Add or remove a batch of members from a static segment in one call.

• Action
  Batch Subscribe or Unsubscribe Audience Members

  Subscribe or unsubscribe a batch of members on an audience in one call.

• Action
  Create audience

  Creates a new audience (list).

• Action
  Create Campaign

  Create a new campaign.

• Action
  Create Cart

  Create a new shopping cart for a store.

• Action
  Create Classic Automation

  Start a new classic Automation workflow.

• Action
  Create Customer

  Create a new customer for a store.

• Action
  Create Interest Category

  Create a new interest category (group) on an audience.

• Action
  Create Landing Page

  Creates a landing page in Mailchimp from a landing-page template, tied to an audience. Note: if the template type and template id disagree, Mailchimp reports an error but still leaves a stray draft landing page behind.

• Action
  Create merge field

  Creates a new merge field for the specified audience.

• Action
  Create Order

  Create a new order for a store.

• Action
  Create or Update Product

  Create a product or update it if one with the same ID already exists.

• Action
  Create Product

  Create a new product in a store's catalog.

• Action
  Create Promo Code

  Create a new promo code under a promo rule.

• Action
  Create Promo Rule

  Create a new promo rule for a store.

• Action
  Create Segment by Conditions

  Create a dynamic segment on an audience defined by match conditions.

• Action
  Create static segment for audience

  Creates a new static segment (tag-like) for the specified audience.

• Action
  Create Store

  Connect a new e-commerce store.

• Action
  Create Template

  Create a new template.

• Action
  Delete Audience

  Delete an audience.

• Action
  Delete Campaign

  Delete a campaign.

• Action
  Delete Cart

  Delete a cart.

• Action
  Delete Cart Line Item

  Delete a line item from a cart.

• Action
  Delete Customer

  Delete a customer from a store.

• Action
  Delete File

  Delete a stored file from the File Manager.

• Action
  Delete Interest

  Delete an interest from a category.

• Action
  Delete Interest Category

  Delete an interest category from an audience.

• Action
  Delete Landing Page

  Delete a landing page.

• Action
  Delete Member Note

  Delete a note from a member.

• Action
  Delete Merge Field

  Delete a merge field from an audience.

• Action
  Delete Order

  Delete an order from a store.

• Action
  Delete Order Line Item

  Delete a line item from an order.

• Action
  Delete Product

  Delete a product from a store's catalog.

• Action
  Delete Product Image

  Delete an image from a product.

• Action
  Delete Product Variant

  Delete a variant from a product.

• Action
  Delete Promo Code

  Delete a promo code.

• Action
  Delete Promo Rule

  Delete a promo rule from a store.

• Action
  Delete Segment

  Delete a segment from an audience.

• Action
  Delete Store

  Delete a store.

• Action
  Delete Template

  Delete a template.

• Action
  Get Audience

  Retrieve details about a single audience by ID.

• Action
  Get Audience Member

  Retrieve details about a single audience member.

• Action
  Get audiences

  Returns all audiences (lists) with id and name.

• Action
  Get Automation Email

  Retrieve details about a single Automation workflow email.

• Action
  Get Campaign

  Retrieve settings and info for a single campaign.

• Action
  Get Campaign Advice

  Retrieve advice and feedback tips for a sent campaign.

• Action
  Get Campaign Content

  Retrieve the HTML and plain-text content of a campaign.

• Action
  Get Campaign Domain Performance

  Retrieve delivery and engagement stats broken down by recipient email domain.

• Action
  Get Campaign Report

  Retrieve the performance report for a single campaign.

• Action
  Get Campaign Send Checklist

  Retrieve the pre-send readiness checklist for a campaign.

• Action
  Get Cart

  Retrieve details about a single cart.

• Action
  Get Classic Automation

  Retrieve details about a single classic Automation workflow.

• Action
  Get Customer

  Retrieve details about a single customer.

• Action
  Get File

  Retrieve details about a single stored file.

• Action
  Get Interest Category

  Retrieve details about a single interest category.

• Action
  Get interest groups for audience

  Returns the interest categories (groups) and their interests for the specified audience.

• Action
  Get Landing Page

  Retrieve details about a single landing page.

• Action
  Get Landing Page Content

  Retrieve the HTML content of a landing page.

• Action
  Get Landing Page Report

  Retrieve the performance report for a single landing page.

• Action
  Get Member Activity Feed

  Retrieve the recent activity feed for a member (opens, clicks, purchases, and more).

• Action
  Get members in audience

  Returns members in the specified audience, optionally filtered by status.

• Action
  Get Merge Field

  Retrieve details about a single merge field.

• Action
  Get Order

  Retrieve details about a single order.

• Action
  Get Product

  Retrieve details about a single product.

• Action
  Get Segment

  Retrieve details about a single segment.

• Action
  Get segments for audience

  Returns the id and name of all segments for the specified audience.

• Action
  Get Store

  Retrieve details about a single store.

• Action
  Get Template

  Retrieve details about a single template.

• Action
  Get Template Default Content

  Retrieve the default content sections of a template.

• Action
  List Account Orders

  List e-commerce orders across all stores connected to the account.

• Action
  List Audience Abuse Reports

  List abuse complaint reports for an audience.

• Action
  List Audience Growth History

  List monthly growth history for an audience.

• Action
  List Audience Recent Activity

  List the most recent daily activity stats for an audience.

• Action
  List Automation Emails

  List all emails that belong to a classic Automation workflow.

• Action
  List Campaign Click Details

  List click activity for the links in a campaign.

• Action
  List Campaign Email Activity

  List subscriber-level email activity (opens, clicks, bounces) for a campaign.

• Action
  List Campaign Feedback

  List feedback and comments left on a campaign.

• Action
  List Campaign Open Details

  List individual open activity for a sent campaign.

• Action
  List Campaign Recipients

  List the members a campaign was sent to.

• Action
  List Campaign Reports

  List performance reports for all sent campaigns.

• Action
  List Campaigns

  List all campaigns in the account.

• Action
  List Campaign Unsubscribes

  List members who unsubscribed as a result of a campaign.

• Action
  List Cart Line Items

  List the line items in a cart.

• Action
  List Carts

  List shopping carts for a store.

• Action
  List Classic Automations

  List all classic Automation workflows in the account.

• Action
  List Conversations

  List email conversations from replies to campaigns.

• Action
  List Customers

  List customers for a store.

• Action
  List Files

  List files stored in the File Manager.

• Action
  List Interests in Category

  List the interests within an interest category.

• Action
  List Landing Page Reports

  List performance reports for all landing pages.

• Action
  List Landing Pages

  List landing pages in the account.

• Action
  List Member Events

  List custom events recorded for a member.

• Action
  List Member Goal Events

  List goal events recorded for a member.

• Action
  List Member Notes

  List notes recorded on a member.

• Action
  List Member Tags

  List the tags applied to a member.

• Action
  List Merge Fields

  List the merge fields defined on an audience.

• Action
  List Order Line Items

  List the line items on an order.

• Action
  List Product Images

  List images attached to a product.

• Action
  List Products

  List products in a store's catalog.

• Action
  List Product Variants

  List variants of a product.

• Action
  List Promo Codes

  List promo codes under a promo rule.

• Action
  List Promo Rules

  List promo rules for a store.

• Action
  List Segment Members

  List the members belonging to a segment.

• Action
  List SMS Campaigns

  List SMS campaigns in the account.

• Action
  List Store Orders

  List orders placed in a store.

• Action
  List Stores

  List e-commerce stores connected to the account.

• Action
  List Subscribers Removed from Automation

  List subscribers that were removed from a classic Automation workflow.

• Action
  List Survey Reports

  List performance reports for all surveys.

• Action
  List Surveys

  List surveys created for an audience.

• Action
  List Templates

  List templates in the account.

• Action
  Pause RSS Campaign

  Pause an RSS-driven campaign.

• Action
  Permanently Delete Audience Member

  Permanently erase a member's data from an audience (GDPR-style forget).

• Action
  Publish Landing Page

  Publish a landing page, making it live.

• Action
  Remove member from audience

  Archives (removes) a member from the specified audience by email.

• Action
  Remove Member from Segment

  Remove a single member from a static segment.

• Action
  Remove tag from member

  Removes the specified tag from the specified member in the audience.

• Action
  Replicate Campaign

  Create a copy of an existing campaign.

• Action
  Resend Campaign to Non-Openers

  Create a resend of a campaign targeted at people who didn't open it.

• Action
  Resume RSS Campaign

  Resume a paused RSS-driven campaign.

• Action
  Schedule Campaign

  Schedule a campaign to send at a future time.

• Action
  Search Audience Tags

  Search for member tags on an audience by name.

• Action
  Search Campaigns

  Search across campaigns by content or metadata.

• Action
  Search Members

  Search for members across audiences by email or name.

• Action
  Send Campaign

  Send a campaign immediately.

• Action
  Send Test Campaign Email

  Send a test copy of a campaign to specified recipients.

• Action
  Set Campaign Content

  Set the HTML and plain-text content of a campaign.

• Action
  Unpublish Landing Page

  Unpublish a landing page, taking it offline.

• Action
  Unschedule Campaign

  Cancel a campaign's scheduled send time.

• Action
  Unsubscribe member

  Sets a member's status to unsubscribed in the specified audience (by email).

• Action
  Update Audience

  Update settings for an audience.

• Action
  Update Automation Email

  Update settings for an Automation workflow email.

• Action
  Update Campaign Settings

  Update settings for an existing campaign.

• Action
  Update Cart

  Update a cart's details.

• Action
  Update Cart Line Item

  Update a line item in a cart.

• Action
  Update File

  Update the name or folder of a stored file.

• Action
  Update Interest

  Update an interest's name or display order.

• Action
  Update Interest Category

  Update an interest category's title or display type.

• Action
  Update Landing Page

  Update a landing page's settings.

• Action
  Update Member Note

  Update an existing note on a member.

• Action
  Update Merge Field

  Update a merge field's settings.

• Action
  Update Order Line Item

  Update a line item on an order.

• Action
  Update Product Image

  Update a product image's settings.

• Action
  Update Promo Code

  Update a promo code's settings.

• Action
  Update Promo Rule

  Update a promo rule's settings.

• Action
  Update Segment

  Update a segment's name or match conditions.

• Action
  Update Store

  Update a store's settings.

• Action
  Update Template

  Update a template's name or content.

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