Integration
Connect DonorPerfect to Trello
When something happens in DonorPerfect, your agent does the next thing in Trello. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want DonorPerfect and Trello to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 12 triggers ยท 144 actions
Trigger
New donorPolling 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.
- 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.
- New or updated donor
Triggered when a donor is added or updated.
- New or updated gift
Triggered when a gift (donation) is created or modified.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
- Add new donor gift
Creates a new donation (gift) for the donor with the specified ID.
- 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.
- Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
- 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.
- 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.
- Delete donor
Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
- 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.
- Get 20 donor field values
Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.
- Get active code by description
Returns the code having the specified description. An error occurs if the code is not found or is inactive.
- Get active code description
Gets the specified code's description. An error occurs if the code is not found or is inactive.
- 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.
- Get donor
Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
- 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.
- 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.
- Get donor default field info
Returns information about the specified donor field.
- Get donor default fields
Returns all default fields for donors.
- Get donor gifts
Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
- 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.
- Get donor user-defined field info
Returns information about the specified donor user-defined field.
- Get donor user-defined fields
Returns all user-defined donor fields.
- 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.
- Get field display type
Gets the specified field's display type, which can either be "code" or "description"
- Get flags by donor ID
Returns the specified donor's flags. No error occurs if the donor is not found.
- Get gift
Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
- 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.
- List filters
Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
- Post pledge payment
Posts a payment to the specified pledge for the specified donor.
- 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
Any card due soonTriggers when any card assigned to you is due within 24 hours.
- New board
Triggers when a new board is created in your account.
- New card assigned to me
Triggers when a new card is assigned to you.
- New card in list
Triggers when a new card is added to the specified list.
- New comment on any card within board
Triggers when a new comment is added to any card within the specified board.
- New list on board
Triggers when a new list is added to the specified board.
- Add a Member to a Board
Add a Member to a Board
- Add Comment to Card
Add a new comment to a Card
- Add Label to Card
Add a Label to a Card
- Add member to card
Adds a member to the specified card.
- Archive all Cards in List
Archive all Cards in List
- Archive or unarchive a list
Archive or unarchive a list
- Batch Requests
Performs up to 10 Trello GET API requests in one call and returns each route's response body.
- Create a Label
Create a Label
- Create a new Organization
Create a new Organization
- Create Attachment On Card
Create Attachment On Card
- Create Board
Creates a new Trello board.
- Create Card
Create a new Card
- Create Checkitem on Checklist
Create Checkitem on Checklist
- Create Checklist on Card
Create Checklist on a Card
- Create comment
Creates a new comment on the specified card.
- Create Label on Board
Create a Label on a Board
- Create Label on Card
Create a new Label on a Card
- Create List
Create a new List
- Delete a Board
Delete a Board
- Delete a Checklist
Delete a Checklist
- Delete a Checklist on a Card
Delete a Checklist on a Card
- Delete a comment on a Card
Delete a comment on a Card
- Delete a Label
Delete a Label
- Delete an Action
Delete an Action
- Delete an Attachment on a Card
Delete an Attachment on a Card
- Delete an Organization
Delete an Organization
- Delete Card
Delete a Card
- Delete Checkitem from Checklist
Delete Checkitem from Checklist
- Delete checkItem on a Card
Delete checkItem on a Card
- Delete Logo for Organization
Delete Logo for Organization
- Find boards by name
Searches your boards by name. Returns matching board ids and names.
- Find cards in board by name
Searches cards within the specified board by name. Returns matching card ids and names.
- Find custom field by name
Finds a custom field on the specified board by name. Requires an upgraded Trello plan.
- Get a Checkitem on a Checklist
Get a Checkitem on a Checklist
- Get a Checklist
Get a Checklist
- Get Actions for a List
Get Actions for a List
- Get Actions for Organization
Get Actions for Organization
- Get Actions of a Board
Get Actions of a Board
- Get Actions on a Card
Get Actions on a Card
- Get a Label
Get a Label
- Get a List
Get a List
- Get a Member
Get a Member
- Get a Member's Actions
Get a Member's Actions
- Get a Membership of an Organization
Get a Membership of an Organization
- Get an Action
Get an Action
- Get an Attachment on a Card
Get an Attachment on a Card
- Get an Organization
Get an Organization
- Get Attachments on a Card
Get Attachments on a Card
- Get Board
Get a Board
- Get Boards in an Organization
Get Boards in an Organization
- Get Boards that Member belongs to
Get Boards that Member belongs to
- Get Boards the Member has been invited to
Get Boards the Member has been invited to
- Get Card
Get a Card
- Get Cards in a List
Get Cards in a List
- Get Cards on a Board
Get Cards on a Board
- Get Cards the Member is on
Get Cards the Member is on
- Get checkItem on a Card
Get checkItem on a Card
- Get checkItems on a Card
Get checkItems on a Card
- Get Checkitems on a Checklist
Get Checkitems on a Checklist
- Get Checklists on a Board
Get Checklists on a Board
- Get Checklists on a Card
Get Checklists on a Card
- Get Custom Field Items for a Card
Get Custom Field Items for a Card
- Get Custom Fields for Board
Get Custom Fields for Board
- Get filtered Cards on a Board
Get filtered Cards on a Board
- Get filtered Lists on a Board
Get filtered Lists on a Board
- Get Labels on a Board
Get Labels on a Board
- Get Lists on a Board
Get Lists on a Board
- Get Memberships of a Board
Get Memberships of a Board
- Get Memberships of an Organization
Get Memberships of an Organization
- Get Member's Organizations
Get Member's Organizations
- Get Members who have voted on a Card
Get Members who have voted on a Card
- Get Organizations a Member has been invited to
Get Organizations a Member has been invited to
- Get Organizations new billable guests
Get Organizations new billable guests
- Get Tags of an Organization
Get Tags of an Organization
- Get the Board a List is on
Get the Board a List is on
- Get the Board for an Action
Get the Board for an Action
- Get the Board the Card is on
Get the Board the Card is on
- Get the Board the Checklist is on
Get the Board the Checklist is on
- Get the Card a Checklist is on
Get the Card a Checklist is on
- Get the Card for an Action
Get the Card for an Action
- Get the List for an Action
Get the List for an Action
- Get the List of a Card
Get the List of a Card
- Get the Member Creator of an Action
Get the Member Creator of an Action
- Get the Member of an Action
Get the Member of an Action
- Get the Members of a Board
Get the Members of a Board
- Get the Members of a Card
Get the Members of a Card
- Get the Members of an Organization
Get the Members of an Organization
- Get the Organization of an Action
Get the Organization of an Action
- Invite Member to Board via email
Invite Member to Board via email
- Mark Board as viewed
Mark Board as viewed
- Move all Cards in List
Move all Cards in List
- Move List to Board
Move List to Board
- Remove a Label from a Card
Remove a Label from a Card
- Remove a Member from a Card
Remove a Member from a Card
- Remove a Member from an Organization
Remove a Member from an Organization
- Remove a Member's Vote on a Card
Remove a Member's Vote on a Card
- Remove Member from Board
Remove Member from Board
- Update a Board
Update a Board
- Update a checkItem on a Card
Update a checkItem on a Card
- Update a Checklist
Update a Checklist
- Update a Comment Action
Update a Comment Action
- Update a Label
Update a Label
- Update a List
Update a List
- Update a Member of an Organization
Update a Member of an Organization
- Update an Action
Update an Action
- Update an Organization
Update an Organization
- Update an Organization's Members
Update an Organization's Members
- Update Card
Updates the specified card (name, description, list, position, due date, closed state, members, labels).
- Update Checkitem on Checklist on Card
Update Checkitem on Checklist on Card
- Update Comment Action on a Card
Update Comment Action on a Card
- Update logo for an Organization
Update logo for an Organization
- Update Membership of Member on a Board
Update Membership of Member on a Board
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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