Connect DonorPerfect and Recruitee

Both apps 62DonorPerfect 38Recruitee 24

• 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
  New Task

  Triggered when a new task is created in your Recruitee company.

• Action
  Add Note to Candidate

  Adds a note to a candidate's profile in Recruitee.

• Action
  Add Note to Job Opening/Talent Pool

  Adds a note to a job opening or a talent pool.

• Action
  Add Tags to Candidate

  Adds tags to a candidate.

• Action
  Assign Candidate to Job Opening/Talent Pool

  Assigns a candidate to a job opening or talent pool.

• Action
  Create Candidate

  Manually adds a candidate to your Recruitee company, optionally assigning them to one or more jobs or talent pools.

• Action
  Create Job Opening

  Creates a new job opening in Recruitee.

• Action
  Create Talent Pool

  Creates a talent pool in Recruitee.

• Action
  Create Task

  Creates a task.

• Action
  Delete candidate

  Permanently deletes a candidate from your Recruitee company.

• Action
  Delete job opening

  Permanently deletes a job opening (offer) and its applications in Recruitee.

• Action
  Find Candidate

  Returns up to 60 candidates whose name, email, phone, tags, sources, job assignments, stage, cover letter or CV match the search text.

• Action
  Find Candidate Stage

  Finds the pipeline stage a candidate is currently in, for one job opening or talent pool or for every one they are assigned to.

• Action
  Find Job Opening

  Returns the job openings whose title contains the specified text.

• Action
  Find Talent Pool

  Finds talent pools whose name contains the search text.

• Action
  Find Task

  Finds tasks in the company whose title contains the given text.

• Action
  Get job opening

  Retrieves a single job opening from Recruitee by its id or slug.

• Action
  List departments

  Lists every department set up in your Recruitee company.

• Action
  List Job Opening/Talent Pool Notes

  Lists the notes on a Recruitee job opening or talent pool, with each note's text, author and timestamps.

• Action
  List locations

  List all locations.

• Action
  Proceed Candidate

  Moves a candidate to a different stage of the pipeline in one of their job openings or talent pools.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, links, cover letter or CV in Recruitee. Only the fields you fill in are changed.

• Action
  Update job opening

  Updates an existing Recruitee job opening. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a task.

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