Integration
Connect DonorPerfect to Outlook
When something happens in DonorPerfect, your agent does the next thing in Outlook. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 11 triggers ยท 75 actions
Trigger
New donorPolling 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.
- 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.
- New or updated donor
Triggered when a donor is added or updated.
- New or updated gift
Triggered when a gift (donation) is created or modified.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
- Add new donor gift
Creates a new donation (gift) for the donor with the specified ID.
- 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.
- Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
- 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.
- 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.
- Delete donor
Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
- 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.
- Get 20 donor field values
Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.
- Get active code by description
Returns the code having the specified description. An error occurs if the code is not found or is inactive.
- Get active code description
Gets the specified code's description. An error occurs if the code is not found or is inactive.
- 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.
- Get donor
Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
- 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.
- 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.
- Get donor default field info
Returns information about the specified donor field.
- Get donor default fields
Returns all default fields for donors.
- Get donor gifts
Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
- 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.
- Get donor user-defined field info
Returns information about the specified donor user-defined field.
- Get donor user-defined fields
Returns all user-defined donor fields.
- 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.
- Get field display type
Gets the specified field's display type, which can either be "code" or "description"
- Get flags by donor ID
Returns the specified donor's flags. No error occurs if the donor is not found.
- Get gift
Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
- 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.
- List filters
Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
- Post pledge payment
Posts a payment to the specified pledge for the specified donor.
- 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
Calendar Event ChangesTriggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
- New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
- New Contact Added
Triggered when a new contact is added in the Outlook contacts.
- New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
- New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
- Add Mail Attachment
Tool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
- Create Calendar
Tool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
- Create Contact Folder
Tool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
- Create Email Rule
Create email rule filter with conditions and actions
- Create Mail Folder
Tool to create a new mail folder. use when you need to organize email into a new folder.
- Create Master Category
Tool to create a new category in the user's master category list. use after selecting a unique display name.
- Delete Mail Folder
Delete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
- Download Outlook Attachment
Downloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
- Get Mailbox Settings
Tool to retrieve mailbox settings. use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.
- Get Mail Delta
Tool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.
- Get Mail Tips
Tool to retrieve mail tips such as automatic replies and mailbox full status. use when you need to check recipient status before sending mail.
- Get Master Categories
Tool to retrieve the user's master category list. use when you need to get all categories defined for the user.
- Get Supported Languages
Tool to retrieve supported languages in the user's mailbox. use when you need to display or select from available mailbox languages.
- Get Supported Time Zones
Tool to retrieve supported time zones in the user's mailbox. use when you need a list of time zones to display or choose from for event scheduling.
- List Calendars
Tool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.
- List Event Attachments
Tool to list attachments for a specific outlook calendar event. use when you have an event id and need to view its attachments.
- List Outlook Attachments
Lists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.
- List Reminders
Tool to retrieve reminders for events occurring within a specified time range. use when you need to see upcoming reminders between two datetimes.
- Outlook Add Event Attachment
Adds an attachment to a specific outlook calendar event. use when you need to attach a file or nested item to an existing event.
- Outlook Calendar Create Event
Creates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.
- Outlook Create Contact
Creates a new contact in a microsoft outlook user's contacts folder.
- Outlook Create Draft
Creates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.
- Outlook Create Draft Reply
Creates a draft reply in the specified user's outlook mailbox to an existing message (identified by a valid `message id`), optionally including a `comment` and cc/bcc recipients.
- Outlook Delete Contact
Permanently deletes an existing contact, using its `contact id` (obtainable via 'list user contacts' or 'get contact'), from the outlook contacts of the user specified by `user id`.
- Outlook Delete Event
Deletes an existing calendar event, identified by its unique `event id`, from a specified user's microsoft outlook calendar, with an option to send cancellation notifications to attendees.
- Outlook Get Contact
Retrieves a specific outlook contact by its `contact id` from the contacts of a specified `user id` (defaults to 'me' for the authenticated user).
- Outlook Get Contact Folders
Tool to retrieve a list of contact folders in the signed-in user's mailbox. use after authentication when you need to browse or select among contact folders.
- Outlook Get Event
Retrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.
- Outlook Get Message
Retrieves a specific email message by its id from the specified user's outlook mailbox. use the 'select' parameter to include specific fields like 'internetmessageheaders' for filtering automated emails.
- Outlook Get Profile
Retrieves the microsoft outlook profile for a specified user.
- Outlook Get Schedule
Retrieves free/busy schedule information for specified email addresses within a defined time window.
- Outlook List Contacts
Retrieves a user's microsoft outlook contacts, from the default or a specified contact folder.
- Outlook List Events
Retrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.
- Outlook List Mail Folders
Tool to list a user's top-level mail folders. use when you need folders like inbox, drafts, sent items; set include hidden folders=true to include hidden folders.
- Outlook List Messages
Retrieves a list of email messages from a specified mail folder in an outlook mailbox, with options for filtering (including by conversationid to get all messages in a thread), pagination, and sorting; ensure 'user id' and 'folder' are valid, and all date/time strings are in iso 8601 format.
- Outlook Move Message
Move a message to another folder within the specified user's mailbox. this creates a new copy of the message in the destination folder and removes the original message.
- Outlook Reply Email
Sends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.
- Outlook Search Messages
Searches messages in a microsoft 365 or enterprise outlook account mailbox, supporting filters for sender, subject, attachments, pagination, and sorting by relevance or date.
- Outlook Send Email
Sends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
- Outlook Update Calendar Event
Updates specified fields of an existing outlook calendar event.
- Outlook Update Contact
Updates an existing outlook contact, identified by `contact id` for the specified `user id`, requiring at least one other field to be modified.
- Outlook Update Email
Updates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.
- Update Mailbox Settings
Tool to update mailbox settings for the signed-in user. use when you need to configure automatic replies, default time zone, language, or working hours. example: schedule automatic replies for vacation.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.