Connect DonorPerfect to PDF4me

Both apps 138DonorPerfect 38PDF4me 100

• 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.

• Action
  Add Attachment to PDF

  Embed a file, document, or note as an attachment in the PDF. Add attachment to PDF, attach file to PDF, embed file in PDF, PDF portfolio,attach Excel to PDF.

• Action
  Add Barcode or QR Code

  Add a barcode or QR code to your PDF document. Add barcode to PDF, add QR code to PDF, stamp barcode on PDF, embed QR on invoice, barcode label on PDF.

• Action
  Add Form Field to PDF

  Add text boxes or checkboxes to a PDF. Add form field to PDF, add text box to PDF, add checkbox to PDF, make PDF fillable, create PDF form fields.

• Action
  Add HTML Header/Footer

  Add custom headers, footers, or both to PDF pages using HTML content. Add header to PDF, add footer to PDF, PDF header footer HTML, add page number and date, brand PDF with HTML footer.

• Action
  Add Image Watermark to PDF

  Add Image Watermark or Stamp to the PDF document. Add image watermark to PDF, Add logo to PDF, Add image stamp, Company logo on PDF, Brand PDF documents , Add image to PDF.

• Action
  Add Margin to PDF

  Add custom top, bottom, left, and right margins to PDF pages. Add margin to PDF, PDF margins, add white space to PDF, PDF padding.

• Action
  Add Page Number to PDF

  Add Page Numbers to PDF Pages. Add page numbers to PDF, page numbering,number PDF pages.

• Action
  Add Password to PDF

  Add password protection and permission controls to a PDF. Password protect PDF, secure PDF, encrypt PDF, add PDF password, restrict PDF printing and copying

• Action
  Add Text Watermark to PDF

  Add a background Text Watermark to PDF document. Add text watermark to PDF, Add text stamp, PDF watermark, Add confidential label, Label PDF pages , Add text to PDF.

• Action
  AI - Contract Parser

  This action collects and returns detailed information about the provided contract file.

• Action
  AI - Healthcard Parser

  This action collects and returns detailed information about the provided healthcard file.

• Action
  AI - Invoice Parser

  This action collects and returns detailed information about the provided invoice file.

• Action
  AI - Shipping Label Parser

  This action collects and returns detailed information about the provided Shipping Label file

• Action
  Classify Document

  Classify or Identify documents based on the file content. Classify document, identify document type, document classification.

• Action
  Compress Image

  Compress an image based on its type (JPG, PNG) and the selected compression level (max, medium, or low). Reduce image size, shrink photos, and optimize images for the web

• Action
  Compress PDF

  Optimize or Compress a PDF document. Compress PDF, shrink PDF, reduce PDF size, optimize PDF, make PDF smaller

• Action
  Convert HTML to PDF

  Convert HTML files or web content into PDF with CSS styling preserved.HTML to PDF, convert HTML to PDF, webpage to PDF, HTML file to PDF, render HTML as PDF.

• Action
  Convert Image Format

  Changes file format of an image file. Convert image format, JPG to PNG, PNG to JPG, convert to TIFF, change image file type.

• Action
  Convert Json to Excel

  Turn JSON data into an Excel spreadsheet with auto number and date formatting. JSON to Excel, convert JSON to XLSX, JSON array to spreadsheet, data to Excel, JSON export to Excel.

• Action
  Convert Markdown to PDF

  Convert .md files into formatted PDF documents. Markdown to PDF, MD to PDF, convert Markdown to PDF, README to PDF, publish Markdown as PDF.

• Action
  Convert to PDF

  Convert any type of office documents or images into PDFs. Word to PDF, Excel to PDF, PowerPoint to PDF, image to PDF, JPG to PDF, PNG to PDF, DOCX to PDF,Text to PDF,Outlook to PDF, google docs to pdf,Libre to PDF, xlsx to pdf , pptx to pdf , msg to pdf , eml to pdf , gdoc to pdf,gsheet to pdf, odt to pdf, ods to pdf , odp to pdf, tiff to pdf, csv to pdf, txt to pdf.

• Action
  Convert URL to PDF

  Convert your URL file to PDF. URL to PDF, website to PDF, web page to PDF, convert URL to PDF, save webpage as PDF.

• Action
  Convert Visio

  Convert Visio to any format. Convert Visio to PDF, VSDX to PDF, Visio to image, Visio to SVG.

• Action
  Convert Word to PDF Form

  Convert a Word document into an interactive PDF form, keeping checkboxes, dropdowns, and text fields. Word to PDF form, DOCX to fillable PDF, Word form to PDF, interactive PDF form, convert Word for to PDF.

• Action
  Create Barcode

  Generate a barcode or QR code image from text. Create barcode, generate QR code, make QR code from text, generate Code128, generate DataMatrix, barcode image generator.

• Action
  Create EPC QR Code

  Create a scannable EPC QR code for SEPA bank transfers. EPC QR code,SEPA payment QR, generate payment QR code, SEPA QR, invoice payment QR code.

• Action
  Create Image From PDF

  Generate Image of any single page from a PDF file.Convert PDF pages into JPG, PNG, TIFF, BMP, or GIF images. PDF to image, PDF to JPG, PDF to PNG, PDF to TIFF, convert PDF pages to images.

• Action
  Create PDF/A

  Convert PDF to archival PDF/A format for long-term storage. Create PDF/A, convert PDF to PDF/A, PDF archival format, PDF/A-1, PDF/A-2, PDF/A-3, PDF compliance.

• Action
  Create SwissQR Bill

  Create Swiss QR Bill in PDF for payments and invoicing. Generate Swiss QR code bill, add QR invoice payment section to PDF, create QR-bill with IBAN or QR-IBAN, generate Swiss payment slip with QR code, create compliant Swiss QR invoices for banking and payments.

• Action
  Create ZUGFeRD Invoice

  Create ZUGFeRD e-invoices by embedding XML invoice data into PDF/A-3 files, generate hybrid PDF XML invoices compliant with ZUGFeRD , validate structured invoice data, generate machine-readable and human-readable invoices, create compliant e-invoicing documents for Germany and EU regulations.

• Action
  Crop Image

  Crop an image through border or rectangle. Crop image, trim image, cut image borders, crop photo, resize image by cropping.

• Action
  Crop PDF

  Crop PDF pages using border or rectangle coordinates. Trim PDF margins, remove white space, cut or resize PDF pages, crop by custom dimensions (top, bottom, left, right), adjust page layout and page size, crop specific pages or page ranges, edit PDF content area, batch crop PDF documents with precision

• Action
  CSV - Parse CSV File

  Parses CSV files and converts them to JSON format with customizable delimiters.

• Action
  Delete Pages From PDF

  Delete unwanted pages from the PDF document.Delete pages from PDF, remove PDF pages, delete specific PDF pages, remove unwanted PDF pages,PDF page removal

• Action
  Disable Track Changes in Word

  Turn off revision tracking in a DOCX file. Disable track changes, turn off track changes Word, stop tracking changes DOCX, remove tracking Word.

• Action
  Enable Track Changes in Word

  Turn on revision tracking in a DOCX file. Enable track changes, turn on track changes Word, Word revision tracking, start tracking changes DOCX.

• Action
  Excel - Add an Image to Header and Footer

  Add image-based headers and footers to Excel worksheets with precise positioning and margin control

• Action
  Excel - Add a Text Header and Footer

  Add customizable text headers and footers to Excel worksheets with full formatting control

• Action
  Excel - Add a Watermark

  Inserts a watermark into an Excel worksheet.

• Action
  Excel - Add Rows to a Worksheet

  Inserts new rows into Excel worksheets using JSON data with automatic data type conversion

• Action
  Excel - Delete a Watermark

  Remove watermarks from Excel worksheets by ID or from all worksheets

• Action
  Excel - Delete Rows From a Worksheet

  Delete specific rows from Excel worksheets using row ranges

• Action
  Excel - Delete Worksheets From a Workbook

  Deletes specific worksheets from Excel workbooks.

• Action
  Excel - Extract Rows From a Worksheet

  Extracts rows from an Excel worksheet.

• Action
  Excel - Extract Worksheets From a Workbook

  Extracts specific worksheets from Excel workbooks.

• Action
  Excel - Find and Replace Text in a Worksheet

  Finds and replaces text in Excel worksheets with advanced pattern matching and formatting options.

• Action
  Excel - Merge Multiple Excel Files

  Merges multiple Excel files into a single workbook with support for various output formats.

• Action
  Excel - Merge Rows in a Worksheet

  Merges rows across multiple worksheets using key columns for data consolidation.

• Action
  Excel - Remove the Header and Footer From a Workbook

  Remove a Header and Footer from Excel

• Action
  Excel - Secure Workbooks

  Adds password protection and security restrictions to Excel files.

• Action
  Excel - Unlock Workbooks

  Removes password protection and security restrictions from Excel files.

• Action
  Excel - Update Rows in a Worksheet

  Updates existing rows in Excel worksheets with JSON data.

• Action
  Extract Attachment From PDF

  Pull out files embedded inside a PDF. Extract attachments from PDF, get embedded files, PDF portfolio extraction, detach files from PDF, save PDF attachments.

• Action
  Extract Form Data From PDF

  Extract form data from the PDF. Extract PDF form data, read PDF form fields, get fillable PDF values, PDF form to JSON, AcroForm data extraction.

• Action
  Extract Pages From PDF

  Extract required pages from a PDF document. Extract pages from PDF, PDF page extraction, get specific PDF pages.

• Action
  Extract Table From PDF

  Extract tables from a PDF as structured JSON with rows and columns. Extract table from PDF, PDF table to JSON, extract PDF data table, PDF tabular data, get table rows from PDF.

• Action
  Extract Text by Expression

  Extract text from a PDF using a regular expression to pull invoice numbers, emails, dates, and more. Extract text by regex, regex from PDF, extract invoice number, PDF pattern matching, extract email from PDF.

• Action
  Extract Text From PDF

  Extract text from PDF documents. Convert PDF to text, pull readable content from PDF files, extract words, retrieve text by page or full document, parse PDF content into plain text, export PDF text for editing, indexing, data extraction, or processing.

• Action
  Extract Text From Word

  extract text from a DOCX file with options for page range, removing comments, and accepting tracked changes. Extract text from Word, DOCX to text, Word to plain text, get Word content, extract Word paragraphs.

• Action
  Fill a PDF Form

  Fill a PDF form using JSON Data and return multiple files. Fill PDF form, auto-fill PDF form, bulk fill PDF forms, PDF form data merge,populate PDF fields.

• Action
  Find and Replace Text in PDF

  Find text in a PDF and replace it on selected pages. Find and replace PDF, replace text in PDF, edit PDF text, update PDF content

• Action
  Flatten PDF

  Lock form fields and annotations into static content, making the PDF read-only. Flatten PDF, flatten PDF form, lock PDF fields, make PDF read only, flatten annotations.

• Action
  Flip Image

  flip or mirror an image horizontally, vertically, or both. Flip image, mirror image, flip photo horizontally, flip photo vertically.

• Action
  Generate Document

  Fill a PDF form using JSON Data and return a single PDF. Fill PDF form, auto-fill PDF form, populate PDF fields, PDF form data merge, complete PDF form.

• Action
  Generate Document Multiple

  Fill a PDF form using JSON Data and return multiple files. Fill PDF form, auto-fill PDF form, bulk fill PDF forms, PDF form data merge,populate PDF fields.

• Action
  Get Shared File

  Generate a shareable file URL for easy access and download. Create file link, get file sharing URL, share files online, access shared file link.

• Action
  Image - Add Image Watermark

  Add image watermark to photos and images. Overlay logo on image, watermark pictures, add logo to photo, stamp image with branding, apply watermark to JPG and PNG images, insert image overlay, brand photos with logo, add image to image, protect images with watermark, customize watermark position, rotation, and opacity.

• Action
  Image - Add Text Watermark

  Add text watermark to photos and images. Insert text on image, watermark pictures with text, add caption or text overlay to photo, stamp image with text branding, apply text watermark to JPG and PNG images, add text to image, brand photos with custom text, protect images with text watermark, batch watermark images with text, size, color, position, rotation, and opacity.

• Action
  Image - Extract Text

  The action will be performed on the provided image and will return the extracted text. Image to text, read text from images, scan text from photos, screenshots, JPG, PNG and documents, get text from JPG, PNG and image files.

• Action
  Image - Rotate

  The action rotates the image provided to configuration specified. Rotate images by custom angle, Rotate photos 90°, 180°, 270°, fix orientation, image rotate tool

• Action
  Linearize PDF

  Optimize a PDF for fast web viewing and progressive loading. Linearize PDF, fast web view PDF, optimize PDF for web, web-optimized PDF, PDF streaming.

• Action
  Make PDF Searchable / OCR

  Recognize text from scanned PDFs and convert them into searchable PDF. OCR PDF, scanned document OCR, searchable PDF.

• Action
  Merge Multiple PDFs

  Combine multiple PDF files into one single PDF document. Merge PDF, Combine PDF files, Join PDFs, Merge multiple PDFs, PDF merger, Concatenate PDF.

• Action
  Merge PDF Overlay

  Merge two PDF documents one over another as Overlay, such as placing content on a letterhead or form template. Merge overlay, PDF overlay, overlay letterhead on PDF, Merge PDF layers, Stamp PDF with template , Overlay invoice template with generated QR.

• Action
  PDF to Excel

  Convert PDFs with tabular data into Excel spreadsheets. PDF to Excel,PDF to XLSX,PDF table to spreadsheet, convert PDF to Excel

• Action
  PDF to PowerPoint

  Convert PDF into Powerpoint Presentation slides. PDF to PowerPoint, PDF to PPTX, convert PDF to PPT, PDF to slides.

• Action
  PDF to Word

  Convert PDF documents to high quality editable Word files. PDF to Word, PDF to DOCX, convert PDF to Word, scanned PDF to Word, editable Word document.

• Action
  PDF - Update Hyperlinks

  This action allows the hyperlink text and URL values to be independently updated. Edit link text and URL, modify PDF links, change hyperlink address, update clickable links in PDF documents

• Action
  Read Barcodes

  Detect and extract barcode or QR code data from a PDF. Read barcode from PDF, scan barcode in PDF, extract QR code from PDF, decode barcode, PDF barcode reader.

• Action
  Read SwissQR Code

  Read-out Billing Data from SwissQR Bill.

• Action
  Remove EXIF Tags From Image

  Strip GPS, camera, and metadata tags from an image for privacy. Remove EXIF data, strip image metadata, remove GPS from photo, clean image metadata, privacy safe image.

• Action
  Remove Password From PDF

  Remove password protection from a secured PDF. Unlock PDF, remove PDF password, decrypt PDF, open protected PDF, remove PDF security..

• Action
  Repair Document

  Fix corrupted or damaged PDF files and recover content. Repair PDF, fix broken PDF, recover corrupted PDF, fix PDF errors, restore damaged PDF.

• Action
  Replace Text With Image

  Find text in a PDF and replace it with an image like a logo or signature. Replace text with image, insert logo into PDF, add signature image to PDF, swap text with picture, brand PDF with logo.

• Action
  Resize Image

  Resize an image based on percentage or specific size. Resize image,scale image, shrink image, enlarge image, image resize by pixels

• Action
  Rotate All PDF Pages

  Rotate all pages of a PDF by Clockwise, CounterClockwise, or UpsideDown.Rotate PDF, rotate PDF pages, fix PDF orientation, flip PDF, turn scanned PDF upright.

• Action
  Rotate a Single Page in PDF

  Rotate a specific page in a PDF by UpsideDown, CounterClockwise, or Clockwise while leaving other pages unchanged. Rotate PDF page, rotate single page, fix one page orientation, rotate specific page, correct landscape page.

• Action
  Sign PDF

  A Place a Sign to the PDF document.Sign PDF, add signature to PDF, PDF signature, place signature on PDF, e-sign PDF.

• Action
  Split by Barcode

  Split the PDF document by barcode types and filters. Separate pages using barcode types, scan barcode in PDF, split PDF by barcode value, barcode-based PDF splitter, filter and separate pages, Extract and separate pages by barcode type or value.

• Action
  Split PDF

  Splits a PDF document into multiple files. Split a PDF at specific page numbers. Split PDF by page number, split PDF pages, divide PDF at page, separate PDF by page index, split reports by page number.

• Action
  Split PDF by Text

  Split a PDF wherever a specific word or phrase appears. Split PDF by text, split PDF by keyword, split PDF by phrase, split invoices by text, split reports by text

• Action
  Word - Add Text Watermark

  Adds text watermarks to Word documents with advanced text styling and positioning options.

• Action
  Word - Add Watermark

  Adds image watermarks to Word documents with advanced positioning and styling options.

• Action
  Word - Apply Security

  Applies protection and security restrictions to Word documents.

• Action
  Word - Delete Pages

  Deletes specific pages or page ranges from Word documents.

• Action
  Word - Find and Replace Text

  Finds and replaces text in Word documents with advanced formatting options and pattern matching.

• Action
  Word - Merge Documents

  Merges multiple Word documents into a single file while preserving formatting.

• Action
  Word - Optimize

  Optimizes Word documents for size and performance with various options

• Action
  Word - Replace Text With Image

  Find and replace text with image in Word documents. Insert image in place of text, replace text with picture, Word text to image replacement, replace text placeholders with images.

• Action
  Word - Update Table of Contents

  Updates or creates a table of contents in Word documents with custom options

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