Connect DonorPerfect and QuickBooks Online

Both apps 98DonorPerfect 42QuickBooks Online 56

• 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 bill

  Polls for newly created bills (accounts payable), most recent first.

• Trigger
  New customer

  Polls for newly created customers, most recent first.

• Trigger
  New estimate

  Fires when a new estimate is created in QuickBooks Online.

• Trigger
  New invoice

  Polls for newly created invoices, most recent first.

• Trigger
  New or updated customer

  Fires when a QuickBooks customer is created or any of its details change.

• Trigger
  New or updated estimate

  Fires when a QuickBooks estimate is created or edited.

• Trigger
  New or updated invoice

  Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.

• Trigger
  New or updated item

  Fires when a QuickBooks product or service item is created or edited.

• Trigger
  New or updated vendor

  Fires when a QuickBooks vendor is created or any of its details change.

• Trigger
  New paid invoice

  Polls for invoices that are fully paid (Balance = 0), most recently updated first.

• Trigger
  New payment

  Polls for newly created customer payments, most recent first.

• Action
  Create account

  Create an account in the QuickBooks chart of accounts — name, account type, and detail type.

• Action
  Create bill

  Creates a new bill (accounts payable) for a vendor with a single account-based line item.

• Action
  Create credit memo

  Creates a new credit memo for a customer with a single line item.

• Action
  Create customer

  Creates a new customer in QuickBooks Online.

• Action
  Create estimate

  Create a QuickBooks Online estimate (quote) for a customer.

• Action
  Create expense (purchase)

  Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.

• Action
  Create invoice

  Creates a new invoice for a customer with a single line item.

• Action
  Create item (product/service)

  Creates a new product or service item.

• Action
  Create journal entry

  Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.

• Action
  Create payment

  Records a customer payment, optionally applied against a specific invoice.

• Action
  Create refund receipt

  Creates a new refund receipt for a customer with a single line item.

• Action
  Create sales receipt

  Creates a new sales receipt for a customer with a single line item.

• Action
  Create vendor

  Creates a new vendor in QuickBooks Online.

• Action
  Delete bill

  Permanently delete a QuickBooks bill by Id.

• Action
  Delete credit memo

  Permanently delete a QuickBooks credit memo by Id.

• Action
  Delete estimate

  Permanently delete a QuickBooks estimate by Id.

• Action
  Delete invoice

  Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.

• Action
  Delete sales receipt

  Permanently delete a QuickBooks sales receipt by Id.

• Action
  Find account by name

  Look up an account in the QuickBooks chart of accounts by its name.

• Action
  Find customer by name

  Searches for a customer by display name and returns its Id and SyncToken.

• Action
  Find invoice by number

  Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.

• Action
  Find item by name

  Look up a QuickBooks product or service item by its name.

• Action
  Find vendor by name

  Look up a QuickBooks Online vendor by display name.

• Action
  Get bill balance

  Returns the outstanding balance for a bill by its Id.

• Action
  Get customer by ID

  Retrieves a single customer by its Id.

• Action
  Get estimate by ID

  Retrieve a QuickBooks Online estimate by its ID.

• Action
  Get estimate PDF

  Download the rendered PDF of a QuickBooks estimate by Id.

• Action
  Get invoice by ID

  Retrieves a single invoice by its Id, including its balance.

• Action
  Get invoice PDF

  Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.

• Action
  List accounts

  List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.

• Action
  List attachments

  List the files attached to a QuickBooks transaction or record, with their download links.

• Action
  List employees

  List employees recorded in QuickBooks Online.

• Action
  List items

  List products and services (items) defined in QuickBooks Online.

• Action
  Pay bill

  Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.

• Action
  Run query

  Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.

• Action
  Send estimate

  Email a QuickBooks Online estimate to the customer.

• Action
  Send invoice

  Emails an invoice to the supplied email address (or the invoice's billing email if omitted).

• Action
  Update customer

  Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.

• Action
  Update estimate

  Update an existing QuickBooks estimate by Id, changing only the fields supplied.

• Action
  Update invoice

  Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.

• Action
  Update item

  Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.

• Action
  Update vendor

  Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.

• Action
  Upload attachment

  Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.

• Action
  Void invoice

  Voids an existing invoice. Requires the invoice Id and current SyncToken.

• Action
  Void payment

  Voids an existing customer payment. Requires the payment Id and current SyncToken.

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