Connect DonorPerfect to monday.com

Both apps 75DonorPerfect 38monday.com 37

• 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
  Any Column Value Changed in Board

  Triggers when any column's value is changed in the selected board.

• Trigger
  Item Moved to Group (Same or Different Board)

  Triggers when an item is moved to a group (same or different board).

• Trigger
  New Board

  Triggers when a new board is created.

• Trigger
  New Item in Board

  Triggers when an item is created in a specific board.

• Trigger
  New Subitem on Board

  Triggers when a new subitem on a specific board is created.

• Trigger
  New Update in Board

  Triggers when a new update is posted on a board.

• Trigger
  New User

  Triggers when a new user joins your monday.com account.

• Trigger
  Specific Columns Values Changed in Board

  Triggers when one of the specified columns' value is changed in the selected board.

• Trigger
  Specific Column Value Changed in Board

  Triggers when a specific column's value changes in the selected board.

• Trigger
  Specific Subitem Column Value Changed in Board

  Triggers when a specific column's value changes in a subitem within the selected board.

• Action
  Archive Board

  Archives a board

• Action
  Archive Group

  Archives a specific group in a board

• Action
  Archive Item

  Archives an item

• Action
  Create Board

  Creates a new board

• Action
  Create Column

  Create a new column in board.

• Action
  Create Group

  Creates a new group in a board

• Action
  Create Item

  Create a new Item in a board

• Action
  Create Subitem

  Create a new subitem in a item with column values

• Action
  Create Update

  Create a new update.

• Action
  Delete Group

  Delete a specific group from a board

• Action
  Delete Item

  Delete an item from a board

• Action
  Duplicate Item

  Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

• Action
  Find Items

  Find items that match a specific value in a column

• Action
  Find Subitems

  Finds the subitems of a specific item on the board

• Action
  Find User by Name

  Search for a user by name using exact matching

• Action
  Get Board Values

  Returns the data for a all columns in the specific board

• Action
  Get Column Values

  Returns the data for a specific column in the board

• Action
  Get File Column Values

  Returns the data for a specific file column in the board

• Action
  Get Group Details

  Returns the group name for a specific board

• Action
  Get User Details

  Returns the details for a specific user

• Action
  Group Position

  Duplicate a group with its items

• Action
  List Boards

  Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).

• Action
  Move Item to Group

  Move an item to a different group

• Action
  Update Item

  Change multiple column values of an item

• Action
  Update Item Name

  Update an item's name

• Action
  Update Subitem

  Updates a update subitem on your board.

• Action
  Upload File to Specific Column

  Upload File To Specific Column

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