Integration

Connect DonorPerfect to PandaDoc

When something happens in DonorPerfect, your agent does the next thing in PandaDoc. Describe it in plain language and the automation is built, tested on every branch and kept running.

DonorPerfect6 triggersDonorPerfect32 actionsPandaDoc3 triggersPandaDoc19 actions

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Everything your agent can do with DonorPerfect and PandaDoc

Triggers and actions 9 triggers · 51 actions

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
Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
Trigger
Document completed (instant)
Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.
Trigger
Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contact
Creates a new contact.
Action
Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document link
Generates a shareable session link for a recipient to view/sign a document.
Action
Delete contact
Deletes a contact by ID.
Action
Delete document
Deletes a document by ID.
Action
Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
Action
Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered data
Emits arrays of field and token names and values for the specified document.
Action
Get document status
Returns the current status of a document by ID.
Action
Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contacts
Lists contacts in the workspace.
Action
List documents
Lists documents, optionally filtered by status, template, folder, or search query.
Action
List folders
Lists document folders.
Action
List members
Lists workspace members (users).
Action
List templates
Lists available document templates.
Action
Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contact
Updates an existing contact by ID.

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The other way round: PandaDoc to DonorPerfect