Connect DonorPerfect and Omnisend

Both apps 80DonorPerfect 42Omnisend 38

• 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 Contact

  Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.

• Trigger
  Updated Contacts

  Triggers when a contact is created or updated in Omnisend, newest changes first.

• Action
  Add email template

  Creates a new email template in Omnisend with a name, general style settings and content sections.

• Action
  Add product

  Creates a product in your Omnisend catalog, with optional variants, images, categories and tags.

• Action
  Add product category

  Creates a new product category in your Omnisend store.

• Action
  Add segment

  Creates a new contact segment in Omnisend from a name and a set of condition rules.

• Action
  Add tags to contacts

  Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.

• Action
  Cancel Campaign

  Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.

• Action
  Copy Campaign

  Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.

• Action
  Create Campaign

  Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.

• Action
  Create Subscriber

  Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.

• Action
  Delete Campaign

  Deletes a campaign from your Omnisend account.

• Action
  Delete Email Template

  Deletes an email template from your Omnisend account by its ID.

• Action
  Delete Image

  Deletes an image from the Omnisend image library by its ID.

• Action
  Delete product

  Deletes a product from the Omnisend product catalog by its ID.

• Action
  Delete Segment

  Permanently deletes a segment in Omnisend.

• Action
  Find Campaign

  Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.

• Action
  Find Campaigns

  Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.

• Action
  Find Email Template

  Returns a single email template, including its name, layout sections and general settings, looked up by its ID.

• Action
  Find Email Templates

  Returns email templates whose names contain the given text.

• Action
  Find Image

  Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.

• Action
  Find Images

  Returns images in your Omnisend library whose names contain the search text.

• Action
  Find Segment

  Returns an Omnisend segment by its ID, including its name, status and condition rules.

• Action
  Find Segments

  Finds segments whose name contains the given text.

• Action
  Get contact

  Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.

• Action
  Get product

  Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.

• Action
  Get Segment Statistics

  Returns statistics for a segment, including how many contacts it currently contains.

• Action
  Import Email Template

  Creates a new Omnisend email template by importing raw HTML. Returns the created template.

• Action
  List contacts

  Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.

• Action
  Remove tags from contacts

  Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.

• Action
  Render Email Template

  Renders an email template and returns its full HTML body for preview.

• Action
  Send Customer Event

  Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.

• Action
  Update Campaign

  Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.

• Action
  Update contact

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

• Action
  Update email template

  Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.

• Action
  Update product

  Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.

• Action
  Update segment

  Updates an existing segment's name and rules. The segment can't be updated while it is being built.

• Action
  Upload Image

  Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.

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