Connect DonorPerfect and SimplyPrint

Both apps 139DonorPerfect 42SimplyPrint 97

• 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
  Balance Adjusted

  Triggers when a user's balance is adjusted in SimplyPrint.

• Trigger
  Balance Charged

  Triggers when a user's SimplyPrint balance is charged, for example when a print's cost is deducted from their prepaid credit.

• Trigger
  Balance Refunded

  Triggers when a user's SimplyPrint balance is refunded.

• Trigger
  Balance Topped Up

  Triggers when a user's SimplyPrint balance is topped up.

• Trigger
  Bed Cleared

  Triggers when a printer's bed is marked as cleared after a print in SimplyPrint.

• Trigger
  Filament Assigned

  Triggers when a filament spool is assigned to a printer in SimplyPrint.

• Trigger
  Filament Created

  Triggers when a filament spool is created in SimplyPrint.

• Trigger
  Filament Deleted

  Triggers when a filament spool is deleted in SimplyPrint.

• Trigger
  Filament Unassigned

  Triggers when a filament spool is unassigned from a printer in SimplyPrint.

• Trigger
  Filament Updated

  Triggers when a filament spool is updated in SimplyPrint.

• Trigger
  Maintenance Job Cancelled

  Triggers when a maintenance job is cancelled in SimplyPrint.

• Trigger
  Maintenance Job Completed

  Triggers when a maintenance job is completed in SimplyPrint.

• Trigger
  Maintenance Job Created

  Triggers when a maintenance job is created in SimplyPrint.

• Trigger
  Maintenance Job Deleted

  Triggers when a maintenance job is deleted in SimplyPrint.

• Trigger
  Maintenance Job Overdue

  Triggers when a SimplyPrint maintenance job becomes overdue.

• Trigger
  Maintenance Job Reopened

  Triggers when a maintenance job is reopened in SimplyPrint.

• Trigger
  Maintenance Job Started

  Triggers when a maintenance job is started in SimplyPrint.

• Trigger
  Maintenance Job Updated

  Triggers when a maintenance job is updated in SimplyPrint.

• Trigger
  Maintenance Problem Reported

  Triggers when a maintenance problem is reported on a printer in SimplyPrint.

• Trigger
  Maintenance Problem Resolved

  Triggers when a maintenance problem reported on a printer is marked as resolved in SimplyPrint.

• Trigger
  Maintenance Schedule Created

  Triggers when a maintenance schedule is created in SimplyPrint.

• Trigger
  Maintenance Schedule Deleted

  Triggers when a maintenance schedule is deleted in SimplyPrint.

• Trigger
  Maintenance Schedule Updated

  Triggers when a maintenance schedule is updated in SimplyPrint.

• Trigger
  Maintenance Task Completed

  Triggers when a task on a SimplyPrint maintenance job is marked completed.

• Trigger
  Maintenance Task Skipped

  Triggers when a maintenance task on a SimplyPrint maintenance job is skipped.

• Trigger
  New Print Started

  Triggers when a print job starts on one of your SimplyPrint printers.

• Trigger
  Printer AI Failure Detected

  Triggers when SimplyPrint's AI failure detection spots a likely failed print on a printer.

• Trigger
  Printer AI Failure False Positive

  Triggers when an AI failure detection on a SimplyPrint printer is marked as a false positive.

• Trigger
  Printer AI State Changed

  Triggers when a printer's AI failure detection state changes in SimplyPrint.

• Trigger
  Printer Autoprint Max Cycles Reached

  Triggers when a printer's AutoPrint reaches its maximum number of print cycles and stops.

• Trigger
  Printer AutoPrint State Changed

  Triggers when AutoPrint is turned on or off for a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Assigned

  Triggers when a custom tag is assigned to a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Detached

  Triggers when a custom tag is removed from a printer in SimplyPrint.

• Trigger
  Printer Material Changed

  Triggers when the material loaded on a SimplyPrint printer changes.

• Trigger
  Printer Nozzle Size Changed

  Triggers when the nozzle size set on a SimplyPrint printer is changed.

• Trigger
  Printer Out of Order State Changed

  Triggers when a SimplyPrint printer is marked out of order or brought back into service.

• Trigger
  Print Job Cancelled

  Triggers when a print job is cancelled in SimplyPrint.

• Trigger
  Print Job Completed

  Triggers when a SimplyPrint print job finishes.

• Trigger
  Print Job Failed

  Triggers when a print job fails in SimplyPrint.

• Trigger
  Print Job Objects Skipped

  Triggers when objects are skipped in an active SimplyPrint print job.

• Trigger
  Print Job Paused

  Triggers when a print job is paused on one of your SimplyPrint printers.

• Trigger
  Queue Emptied

  Triggers when the SimplyPrint print queue (or one of its queue groups) is emptied.

• Trigger
  Queue Item Added

  Triggers when an item is added to the SimplyPrint print queue.

• Trigger
  Queue Item Deleted

  Triggers when an item is deleted from the print queue.

• Trigger
  Queue Item Denied

  Triggers when a queue item is denied.

• Trigger
  Queue Item Moved

  Triggers when an item in the SimplyPrint print queue is moved.

• Trigger
  Queue Item Revived

  Triggers when a deleted queue item is restored.

• Trigger
  Quota Adjusted

  Triggers when a user's print quota is adjusted in SimplyPrint.

• Trigger
  Quota Request Created

  Triggers when a user requests a new quota.

• Trigger
  Quota Request Resolved

  Triggers when a quota request is approved or denied.

• Trigger
  Quota Reset

  Triggers when a quota is reset (e.g. at period rollover).

• Trigger
  Spare Part Created

  Triggers when a spare part is added to the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Deleted

  Triggers when a spare part is deleted from the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Low Stock

  Triggers when a spare part stock falls below its threshold.

• Trigger
  Spare Part Stock Adjusted

  Triggers when the stock level of a spare part in SimplyPrint's maintenance inventory is adjusted.

• Trigger
  Spare Part Updated

  Triggers when a spare part is updated.

• Action
  Add Queue Item

  Adds a file to the SimplyPrint print queue, either a file from your SimplyPrint files or one uploaded through the API, and returns the new queue item's id. Requires the Print Farm plan.

• Action
  Add Spare Part

  Adds a spare part to your SimplyPrint maintenance inventory, with its stock quantity, low-stock threshold, cost and compatible printer models. Requires the Print Farm plan.

• Action
  Assign Tag

  Assigns one or more custom tags to a printer, printer group, file or queue item in SimplyPrint, optionally detaching other custom tags in the same call.

• Action
  Create Filament

  Creates one or more filament spools in your SimplyPrint filament inventory, with their color, material, brand, size and slicing temperatures.

• Action
  Create Folder

  Creates a new folder in your SimplyPrint files, either private or shared with your organisation.

• Action
  Create Printer Group

  Creates a new printer group in your SimplyPrint account with the name you choose.

• Action
  Create Queue Group

  Creates a new print queue group in SimplyPrint, optionally limited to certain file types, printers, printer models or printer groups.

• Action
  Create Tag

  Creates a new custom tag in your SimplyPrint account, with a name and badge color, that you can then assign to printers, groups, files or queue items.

• Action
  Delete Filament

  Deletes a filament spool from your SimplyPrint account.

• Action
  Delete Folders

  Deletes one or more folders from your SimplyPrint file library.

• Action
  Delete Printer Group

  Deletes a printer group. Printers in the deleted group are moved to the next group, or to "No group" if it was the last one.

• Action
  Delete Queue Group

  Deletes a print queue group in SimplyPrint, optionally moving its queue items to another group.

• Action
  Delete Queue Item

  Deletes one or more items from the SimplyPrint print queue. Requires the Print Farm plan.

• Action
  Delete Tag

  Deletes a custom tag and detaches it from every printer, file and queue item it was attached to.

• Action
  Detach Tag

  Removes a custom tag from a printer, printer group, file or queue item.

• Action
  Download Temp File

  Download a file you uploaded to SimplyPrint's temporary storage with Upload Temp File.

• Action
  Empty Queue

  Removes every item from a SimplyPrint print queue (or a single queue group), or clears the queue's completed-items history.

• Action
  Find Filament

  Finds filament spools in your SimplyPrint account whose spool code, id, brand, colour name or material type matches the text you enter.

• Action
  Find Filament Type

  Returns the filament types (material profiles) in your SimplyPrint account whose name or material type matches the text you give, such as PLA or PETG.

• Action
  Find File

  Finds files in your SimplyPrint file library whose names match a search, across all folders or within one folder.

• Action
  Find Folder

  Finds folders in your SimplyPrint files whose name matches the search text, returning every match and the first one.

• Action
  Find Printer Group

  Finds printer groups on the SimplyPrint account whose name matches the name you give, and returns the matching groups.

• Action
  Find Queue Group

  Finds print queue groups whose name contains the text you give and returns the matches, with the first match on its own.

• Action
  Find Tag

  Finds custom tags on your SimplyPrint account by name or id. Returns every matching tag and the first match.

• Action
  Get Queue Item

  Returns one item from the SimplyPrint print queue, including its file, print count, analysis, cost estimate and custom field values.

• Action
  List API Files

  Lists the files you uploaded through the SimplyPrint API that have not expired yet.

• Action
  List Spare Parts

  Returns the spare parts in your SimplyPrint maintenance inventory, optionally filtered by category, stock status, printer brand or model, or a search term.

• Action
  Move Files

  Moves one or more files into a folder in your SimplyPrint file library.

• Action
  Move Folder

  Moves a folder in SimplyPrint into another folder, or to the top level of your files.

• Action
  Move Queue Items

  Moves one or more print queue items into a different queue group.

• Action
  Send Test Webhook

  Makes SimplyPrint send a test event to one of your webhooks, so you can check it is reachable.

• Action
  Set Queue Order

  Moves a print queue item to a new position in the SimplyPrint queue.

• Action
  Submit Custom Field Value

  Saves custom field values on one or more SimplyPrint records, such as print jobs, queue items, user files, printers, users or filament spools.

• Action
  Update Filament

  Updates an existing filament spool in your SimplyPrint account, such as its color, material, brand, slicing temperatures and remaining amount.

• Action
  Update Printer Group

  Renames an existing printer group in your SimplyPrint account.

• Action
  Update Queue Group

  Updates an existing print queue group in SimplyPrint: its name, accepted file types, and which printers, printer models or printer groups it serves.

• Action
  Update Spare Part

  Updates an existing spare part in your SimplyPrint maintenance inventory, changing only the details you fill in.

• Action
  Update Tag

  Renames a custom tag or changes its badge color in your SimplyPrint account.

• Action
  Upload API File

  Uploads a file to SimplyPrint as a temporary API file, so it can then be added to your files or started as a print.

• Action
  Upload File

  Adds a file previously uploaded through SimplyPrint API Files to your SimplyPrint files, optionally inside a chosen folder, and returns the new file's id.

• Action
  Upload Temp File

  Uploads a file to SimplyPrint's temporary file storage so it can be used by a later step, such as adding it to your files or the print queue.

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