Connect DonorPerfect and Toggl Track

Both apps 85DonorPerfect 42Toggl Track 43

• 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 Activity (Any Type)

  Triggers when any record in the chosen Toggl Track workspace is created, updated or deleted (time entries, projects, clients, tags, tasks and more).

• Trigger
  New Client

  Triggers when a new client is added to the selected Toggl Track workspace.

• Trigger
  New Project

  Triggers when a new project is created in the selected Toggl Track workspace.

• Trigger
  New Tag

  Triggers when a new tag is created in a Toggl Track workspace.

• Trigger
  New Task

  Triggers when a new task is created in a Toggl Track workspace.

• Trigger
  New Time Entry

  Triggers when a new time entry is added for the connected Toggl Track user.

• Trigger
  New Time Entry Started

  Triggers when a new time entry is started (or otherwise added) for the connected Toggl Track user.

• Trigger
  New Workspace

  Triggers when the connected Toggl Track user gains access to a new workspace.

• Action
  Add Project Member

  Adds a user to a project in a Toggl Track workspace, optionally as project manager with a custom hourly rate or labor cost.

• Action
  Create Client

  Creates a new client in a Toggl Track workspace.

• Action
  Create Group

  Creates a user group in a Toggl Track organization, optionally assigning users and workspaces to it.

• Action
  Create Project

  Creates a new project in a Toggl Track workspace.

• Action
  Create Tag

  Creates a new tag in a Toggl Track workspace.

• Action
  Create Task

  Creates a task in a Toggl Track project.

• Action
  Create Time Entry

  Creates a time entry in a Toggl Track workspace, either completed (with a stop time or duration) or running.

• Action
  Create User Invitation

  Invites one or more people by email to a Toggl Track organization and its workspaces. Returns the created invitations.

• Action
  Delete Client

  Deletes a client from a Toggl Track workspace.

• Action
  Delete Project

  Deletes a project from a Toggl Track workspace, optionally deleting or unassigning its time entries.

• Action
  Delete Tag

  Deletes a tag from a Toggl Track workspace.

• Action
  Delete Task

  Deletes a task from a project in a Toggl Track workspace.

• Action
  Delete Time Entry

  Deletes a time entry from a Toggl Track workspace.

• Action
  Fetch Groups

  Returns the user groups in a Toggl Track organization, with their member users and assigned workspaces, optionally filtered by name or workspace.

• Action
  Find Client

  Finds clients in a Toggl Track workspace whose name contains the given text.

• Action
  Find Project

  Finds projects in a Toggl Track workspace by name, with optional filters such as client, status and billable.

• Action
  Find Tag

  Finds tags in a Toggl Track workspace whose name contains the text you give.

• Action
  Find Task

  Searches a workspace's tasks by name and returns the matching tasks, optionally narrowed to one project or by active state.

• Action
  Find Time Entries (Detailed Reports)

  Searches a workspace's detailed report and returns the time entries that match the given dates and filters.

• Action
  Find Time Entries (Summary Reports)

  Returns a summary report of time entries in a workspace for a date range, grouped (for example by project and user) and filtered by description, projects, clients, tags, tasks or users.

• Action
  Find Time Entry

  Returns a single time entry, looked up by its id, that the connected user can access.

• Action
  Find User

  Finds users in a Toggl Track workspace whose name or email matches the text you supply.

• Action
  Get Current time entry

  Returns the time entry currently running for the connected Toggl Track user, if any.

• Action
  Get Current User

  Returns the profile of the Toggl Track user whose account is connected, optionally with their clients, projects, tasks, tags, workspaces and time entries.

• Action
  Get Project Members

  Returns the members of one or more projects in a Toggl Track workspace, including whether each member is a project manager and their rates.

• Action
  List of Workspace Users

  Returns the users who belong to a Toggl Track workspace, directly or through a group, optionally filtered by name, email or status.

• Action
  Start Time Entry

  Starts a new running time entry in a Toggl Track workspace.

• Action
  Stop Time Entry

  Stops a running time entry in a Toggl Track workspace and returns the stopped entry.

• Action
  Update Client

  Updates the name, notes or external reference of an existing client in a Toggl Track workspace.

• Action
  Update Project

  Updates an existing project in a Toggl Track workspace — its name, client, color, dates, billing and other settings. Only the fields you fill in are changed.

• Action
  Update Project Member

  Updates a user's membership on a Toggl Track project, such as their manager role, hourly rate or labor cost.

• Action
  Update Tag

  Renames an existing tag in a Toggl Track workspace.

• Action
  Update Task

  Updates an existing task in a Toggl Track project, changing its name, assignee, estimate, external reference, or done status.

• Action
  Update Time Entry

  Updates an existing time entry in a Toggl Track workspace. Only the fields you fill in are changed.

• Action
  Update User

  Updates the profile of the connected Toggl Track user, such as full name, email, timezone, default workspace, first day of the week or password. Only the fields you fill in are changed.

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