Connect DonorPerfect to RAYNET CRM

Both apps 194DonorPerfect 42RAYNET CRM 152

• 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.

• Action
  Add Activity - Call

  Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.

• Action
  Add Activity - Email

  Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Event

  Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Letter

  Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Mass Email

  Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.

• Action
  Add Activity - Meeting

  Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Task

  Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.

• Action
  Add Address to Contact - Account

  Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM.

• Action
  Add Attachment

  Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.

• Action
  Add Business - Deal

  Creates a new deal in RAYNET CRM for an account and returns the new deal's ID.

• Action
  Add Business - Price List

  Creates a new price list in RAYNET CRM and returns its id.

• Action
  Add Business - Product

  Creates a new product in the RAYNET CRM product catalog.

• Action
  Add Business - Project

  Creates a new project for an account in RAYNET CRM and returns its ID.

• Action
  Add Business - Quote

  Creates a new quote (offer) for an account and deal in RAYNET CRM.

• Action
  Add Business - Sales Order

  Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.

• Action
  Add Contact - Account

  Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.

• Action
  Add Contact - Contact

  Creates a new contact (person) in RAYNET CRM and returns its ID.

• Action
  Add Contact - Lead

  Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.

• Action
  Add DMS - Document

  Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.

• Action
  Add DMS - Folder

  Creates a new folder in RAYNET Documents, optionally inside a parent folder.

• Action
  Add Invoice

  Creates a new invoice in RAYNET CRM for an account, with optional line items and payments.

• Action
  Add Item to Business - Deal

  Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.

• Action
  Add Item to Business - Quote

  Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.

• Action
  Add Item to Business - Sales Order

  Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.

• Action
  Add Participant to Business - Deal

  Adds an account or a contact as a participant on a deal.

• Action
  Add Participant to Business - Project

  Adds an account or contact as a participant on a RAYNET project.

• Action
  Add Tag to Contact - Account

  Adds one or more tags to an account in RAYNET CRM.

• Action
  Add Tag to Contact - Contact

  Adds one or more tags to a contact in RAYNET CRM.

• Action
  Delete Activity - Call

  Deletes a call activity from RAYNET CRM.

• Action
  Delete Activity - Email

  Deletes an email activity from RAYNET CRM.

• Action
  Delete Activity - Letter

  Deletes a letter activity from RAYNET CRM.

• Action
  Delete Activity - Mass Email

  Deletes a mass email activity from RAYNET CRM.

• Action
  Delete Activity - Meeting

  Deletes a meeting activity from RAYNET CRM.

• Action
  Delete Activity - Task

  Deletes a task activity from RAYNET CRM.

• Action
  Delete Address From Contact - Account

  Deletes an address from an account. The account's primary address cannot be deleted.

• Action
  Delete Business - Deal

  Deletes a deal from RAYNET CRM.

• Action
  Delete Business - Price List

  Deletes a price list from RAYNET CRM.

• Action
  Delete Business - Product

  Deletes a product from the RAYNET CRM product catalog.

• Action
  Delete Business - Project

  Deletes a project from RAYNET CRM.

• Action
  Delete Business - Quote

  Deletes a quote (offer) from RAYNET CRM.

• Action
  Delete Business - Sales Order

  Deletes a sales order in RAYNET CRM.

• Action
  Delete Contact - Account

  Deletes an account (company) from RAYNET CRM.

• Action
  Delete Contact - Contact

  Deletes a contact (person) from RAYNET CRM.

• Action
  Delete Contact - Lead

  Deletes a lead from RAYNET CRM.

• Action
  Delete DMS - Document

  Deletes a document from the RAYNET CRM document management system.

• Action
  Delete Invoice

  Deletes an invoice from RAYNET CRM.

• Action
  Delete Item of Business - Deal

  Deletes a product line item from a deal.

• Action
  Delete Item of Business - Quote

  Deletes an item (product line) from a quote in RAYNET CRM.

• Action
  Delete Item of Business - Sales Order

  Deletes an item (product line) from a sales order in RAYNET CRM.

• Action
  Delete Participant From Business - Deal

  Removes a participant from a deal in RAYNET CRM.

• Action
  Delete Participant From Business - Project

  Removes a participant from a project in RAYNET CRM.

• Action
  Delete Tag From Contact - Account

  Removes one or more tags from an account in RAYNET CRM.

• Action
  Delete Tag From Contact - Contact

  Removes one or more tags from a contact in RAYNET CRM.

• Action
  Detail of Activity - Call

  Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields.

• Action
  Detail of Activity - Email

  Returns the details of an email activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Event

  Returns the full details of an event activity, including its participants and custom fields.

• Action
  Detail of Activity - Letter

  Returns the details of a letter activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Mass Email

  Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.

• Action
  Detail of Activity - Meeting

  Returns the details of a meeting activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Task

  Returns the full details of a task activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Business - Deal

  Returns the full details of a deal, including its items and custom fields.

• Action
  Detail of Business - Price List

  Returns the details of a price list, including its items and product prices.

• Action
  Detail of Business - Product

  Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.

• Action
  Detail of Business - Project

  Returns the full details of a RAYNET project, including its custom fields.

• Action
  Detail of Business - Quote

  Returns the full details of a quote (offer), including its items and custom fields.

• Action
  Detail of Business - Sales Order

  Returns the full details of a sales order, including its items, addresses, tags and custom fields.

• Action
  Detail of Contacts - Account

  Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.

• Action
  Detail of Contacts - Contact

  Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.

• Action
  Detail of Contacts - Lead

  Returns the full details of a lead, including its custom fields.

• Action
  Detail of DMS - Document

  Returns the details of a DMS document, including its folder, category, status, validity dates and attachments.

• Action
  Detail of Invoice

  Returns the full details of an invoice, including its items, payments and custom fields.

• Action
  Invalidate Business - Deal

  Marks a deal in RAYNET CRM as invalid.

• Action
  Invalidate Business - Product

  Marks a product in RAYNET CRM as invalid so it no longer appears as an active product.

• Action
  Invalidate Business - Project

  Marks a project as invalid in RAYNET CRM.

• Action
  Invalidate Business - Quote

  Marks a quote (offer) in RAYNET CRM as invalid.

• Action
  Invalidate Business - Sales Order

  Marks an existing sales order as invalid in RAYNET CRM.

• Action
  Invalidate Contact - Account

  Marks a RAYNET CRM account as invalid.

• Action
  Invalidate Contact - Contact

  Marks a contact as invalid in RAYNET CRM.

• Action
  Invalidate DMS - Document

  Marks a document in the RAYNET CRM document store as invalid.

• Action
  List of Activities - Events

  Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.

• Action
  List of Activities - Letters

  Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.

• Action
  List of Activities - Mass Email

  Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.

• Action
  List of Activities - Meetings

  Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.

• Action
  List of Activities - Tasks

  Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields.

• Action
  List of Business - Deals

  Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.

• Action
  List of Business - Price Lists

  Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.

• Action
  List of Contacts - Accounts

  Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.

• Action
  List of Contacts - Contacts

  Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.

• Action
  List of DMS - Folders and Files

  Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.

• Action
  List of Participants of Business - Deal

  Returns the participants (accounts and contacts) attached to a deal, with their participation category and note.

• Action
  List of Participants of Business - Project

  Returns the participants (accounts and contacts) of a project, with their category and note.

• Action
  Lock Activity - Call

  Locks a call activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Email

  Locks an email activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Event

  Locks a RAYNET CRM event so it can no longer be edited.

• Action
  Lock Activity - Letter

  Locks a letter activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Meeting

  Locks a meeting in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Task

  Locks a task in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Deal

  Locks a deal in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Price List

  Locks a price list in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Project

  Locks a RAYNET CRM project so its record can no longer be edited.

• Action
  Lock Business - Quote

  Locks a quote in RAYNET CRM so it can no longer be edited.

• Action
  Lock Contact - Account

  Locks an account in RAYNET CRM so its record cannot be edited.

• Action
  Lock Contact - Contact

  Locks a contact record in RAYNET CRM so it cannot be edited.

• Action
  Lock Contact - Lead

  Locks a lead in RAYNET CRM so it cannot be edited.

• Action
  Lock Contact - Sales Order

  Locks a sales order in RAYNET CRM so it can no longer be edited.

• Action
  Lock DMS - Document

  Locks a DMS document in RAYNET CRM so it cannot be edited.

• Action
  Lock Invoice

  Locks an invoice in RAYNET CRM so it can no longer be edited.

• Action
  Modifying Activity - Call

  Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.

• Action
  Modifying Activity - Email

  Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.

• Action
  Modifying Activity - Event

  Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Letter

  Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Mass Email

  Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.

• Action
  Modifying Activity - Meeting

  Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Task

  Updates an existing task in RAYNET CRM, changing only the details you fill in.

• Action
  Modifying Business - Deal

  Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Business - Price List

  Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.

• Action
  Modifying Business - Product

  Modifies an existing product's code, name, pricing, category, tags and custom fields.

• Action
  Modifying Business - Project

  Updates an existing project in RAYNET CRM, changing only the details you fill in.

• Action
  Modifying Business - Quote

  Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.

• Action
  Modifying Business - Sales Order

  Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Account

  Updates an existing account in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Contact

  Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Lead

  Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying DMS - Document

  Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.

• Action
  Modifying Invoice

  Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modify Item of Business - Deal

  Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.

• Action
  Modify Item of Business - Quote

  Updates an item (product line) on an existing quote (offer) in RAYNET CRM.

• Action
  Modify Item of Business - Sales Order

  Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.

• Action
  Renew Validity of Business - Deal

  Renews the validity of an invalidated deal in RAYNET CRM, making it valid again.

• Action
  Renew Validity of Business - Product

  Renews the validity of a product that was previously marked invalid, making it usable again.

• Action
  Renew Validity of Business - Project

  Renews the validity of a previously invalidated project in RAYNET CRM.

• Action
  Renew Validity of Business - Quote

  Renews the validity of a previously invalidated quote (offer) in RAYNET CRM.

• Action
  Renew Validity of Business - Sales Order

  Renews the validity of a previously invalidated sales order in RAYNET CRM.

• Action
  Renew Validity of Contact - Account

  Renews the validity of an invalidated account in RAYNET CRM.

• Action
  Renew Validity of Contact - Contact

  Renews the validity of a previously invalidated contact in RAYNET CRM.

• Action
  Renew Validity of DMS - Document

  Renews the validity of a previously invalidated document in the RAYNET CRM document management system.

• Action
  Unlock Activity - Call

  Unlocks a locked call activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Email

  Unlocks an email activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Event

  Unlocks a locked event activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Letter

  Unlocks a locked letter activity so it can be edited again.

• Action
  Unlock Activity - Meeting

  Unlocks a RAYNET meeting activity so it can be edited again.

• Action
  Unlock Activity - Task

  Unlocks a locked task in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Deal

  Unlocks a locked deal so it can be edited again.

• Action
  Unlock Business - Price List

  Unlocks a price list in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Project

  Unlocks a locked project in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Quote

  Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Account

  Unlocks an account record in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Contact

  Unlocks a locked contact in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Lead

  Unlocks a locked lead in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Sales Order

  Unlocks a sales order in RAYNET CRM so it can be edited again.

• Action
  Unlock DMS - Document

  Unlocks a DMS document in RAYNET CRM so it can be edited again.

• Action
  Unlock Invoice

  Unlocks an invoice in RAYNET CRM so it can be edited again.

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