Connect Houzz Pro and Raiser's Edge

Both apps 256Houzz Pro 160Raiser's Edge 96

• Trigger
  New Change Order

  Triggers when a new change order is created in Houzz Pro.

• Trigger
  New Contact

  Triggers when a new contact is created in Houzz Pro.

• Trigger
  New Daily Log

  Triggers when a new daily log is created in Houzz Pro.

• Trigger
  New Estimate

  Triggers when a new estimate is created in Houzz Pro.

• Trigger
  New Expense

  Triggers when a new expense is created in Houzz Pro.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Houzz Pro.

• Trigger
  New Lead

  Triggers when a new lead is created in Houzz Pro.

• Trigger
  New Project

  Triggers when a new project is created in Houzz Pro.

• Trigger
  New Purchase Order

  Triggers when a new purchase order is created in Houzz Pro.

• Trigger
  New Subcontractor

  Triggers when a new subcontractor is created in Houzz Pro.

• Trigger
  New Time Track

  Triggers when a new time track is created in Houzz Pro.

• Trigger
  New Vendor

  Triggers when a new vendor is created in Houzz Pro.

• Action
  Add Assignees to an Entity

  Assigns team members, subcontractors, clients or pending teammates to a project, lead, task or milestone. Use List assignee candidates to find who can be assigned.

• Action
  Archive File

  Archives a file. Unarchive restores it.

• Action
  Archive Note

  Archives the note, removing it from the default list. Archiving is how a note is removed.

• Action
  Archive Vendor

  Archives the vendor, which hides it from lists that filter on archived=false. The vendor and its links are kept, and unarchive restores it.

• Action
  Convert Lead to Project

  Creates a project from this lead and marks the lead Won. The lead must be in status Won or Current and must not already be converted.

• Action
  Copy File

  Copies one or more files to another location in a single request.

• Action
  Create Contact

  Create a contact. Passing contactGroupName creates or assigns the contact group (also called a CRM account) with that name.

• Action
  Create Contact Group Contact

  Adds a contact to the group, either an existing one by contactId or a new one created from clientInput. Returns the updated contact group.

• Action
  Create Custom Field

  Create a custom field definition for a given entity type.

• Action
  Create Daily Log

  Creates a daily log on a project. The project ID is required; content and the log date range are optional.

• Action
  Create Folder

  Creates a folder in the context given by contextId and contextType. Set parentId to nest it inside another folder, otherwise it is created at the root.

• Action
  Create Lead

  Creates a lead. All fields are optional; the phase defaults to the company default phase when omitted.

• Action
  Create Lead Milestone

  Adds a milestone to the project or lead in the path. Use parentMilestoneId to nest it under another milestone.

• Action
  Create Lead Note

  Adds a note to the project or lead in the path. The source defaults to "api" when you do not send one.

• Action
  Create Lead Task

  Creates a task under the project or lead in the path. Supply a milestoneId to link it to a milestone; on projects, a punchlistId creates a punchlist task.

• Action
  Create Project

  Creates a project. Only the name is required; status, contact, owner, budget, type and addresses can be set at creation.

• Action
  Create Project Milestone

  Adds a milestone to the project or lead in the path. Use parentMilestoneId to nest it under another milestone.

• Action
  Create Project Note

  Adds a note to the project or lead in the path. The source defaults to "api" when you do not send one.

• Action
  Create Project Task

  Creates a task under the project or lead in the path. Supply a milestoneId to link it to a milestone; on projects, a punchlistId creates a punchlist task.

• Action
  Create Subcontractor

  Creates a subcontractor and sends an invitation to the provided email address. Returns the new subcontractor.

• Action
  Create Team Member

  Invites a person to the account by email. Only the email is required; an optional role and invitation note can be included.

• Action
  Create Vendor

  Creates a vendor for the company. Only companyName is required.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Contact Group

  Archives a contact group rather than removing it permanently. Returns deleted: true on success.

• Action
  Delete Contact Group Contact

  Removes a contact from the group without deleting the contact itself. Returns deleted: true on success.

• Action
  Delete Daily Log

  Deletes the daily log.

• Action
  Delete File

  Deletes a file. To keep it but set it aside, archive it instead.

• Action
  Delete Lead

  Deletes the lead. To take a lead out of the active pipeline without deleting it, retire it instead.

• Action
  Delete Milestone

  Deletes a milestone.

• Action
  Delete Project

  Deletes the project. To hide a project without deleting it, update it with archived set to true instead.

• Action
  Delete Subcontractor

  Deactivates a subcontractor instead of removing them permanently. Returns deleted: true on success.

• Action
  Delete Task

  Deletes a task.

• Action
  Delete Team Member

  Deactivates the team member; the person is not permanently removed from the account.

• Action
  Generate Expense Documents Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Expense Payments Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Income Documents Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Income Payments Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Open Invoices Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Payouts Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Profitability Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Tax Liability Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Generate Time Entries Report

  Starts generating the report and returns its ID with status pending. Poll the report status until it is completed, then fetch the results. Array filters accept at most 1000 values.

• Action
  Get Catalog Item

  Assemblies need the assemblies feature on the company plan: without it they are left out of the list and get returns 404. Returns 403 for companies not on the new catalog experience.

• Action
  Get Category

  Requires the categories feature on the company plan; without it every request returns 403.

• Action
  Get Change Order

  Returns the full change order, including the recipients, attachmentFileIds and totalApplied that list rows omit.

• Action
  Get Contact

  Returns a single contact with its address, tags, contact group, and custom field entries.

• Action
  Get Contact Group

  Returns a single contact group with the contacts linked to it and each contact's level.

• Action
  Get Cost Code

  Requires the cost codes feature on the company plan; without it every request returns 403.

• Action
  Get Daily Log

  Returns a single daily log with its content, dates and the project it belongs to.

• Action
  Get Entity by Custom Field Value

  Resolve the entity whose custom field named `fieldName` holds `value`. Requires the read scope for the requested entityType — a token without it receives no data.

• Action
  Get Estimate

  Returns the full estimate, including recipients, attachments and totals for payments and linked change orders, invoices and purchase orders.

• Action
  Get Expense

  Returns one expense with its project, team member, service, cost code, category, vendor, payment method, the invoice line it was billed on, and its receipt files.

• Action
  Get Expense Documents Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Expense Documents Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Expense Payments Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Expense Payments Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get File

  Returns a single file or folder within the context given by contextId and contextType, including a download URL for files.

• Action
  Get Income Documents Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Income Documents Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Income Payments Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Income Payments Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Invoice

  Returns the full invoice, including the file, recipients and attachmentFileIds that list rows omit.

• Action
  Get Lead

  Returns a single lead with its phase, source, contact, addresses and custom field entries. The project ID is populated once the lead has been converted.

• Action
  Get Milestone

  Returns a single milestone with its dates, status, type, parent and the number of tasks linked to it.

• Action
  Get Note

  Returns a single note, including its container, owner and archived state.

• Action
  Get Open Invoices Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Open Invoices Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Payouts Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Payouts Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Profitability Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Profitability Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Project

  Returns a single project with its status, contact, owner, addresses and custom field entries.

• Action
  Get Project Punchlist

  Returns the project's punchlist. Use its id to update it or to list its tasks.

• Action
  Get Purchase Order

  Returns the full purchase order, including the recipients and attachmentFileIds that list rows omit.

• Action
  Get Sales Tax

  Returns one sales tax with its components. Archived sales taxes can be fetched by ID.

• Action
  Get Selections Board

  Returns one selections board with its project and, for an allowance board, the allowance that sets its budget.

• Action
  Get Subcontractor

  Returns a single subcontractor with company details, trades, address, and status.

• Action
  Get Task

  Returns a single task with its completion state, due date, visibility, and the project or lead and milestone it belongs to.

• Action
  Get Tax Liability Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Tax Liability Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Team Member

  Returns a single team member with their role, status and contact details.

• Action
  Get Time Entries Report Results

  Returns the report data. Responds 409 REPORT_NOT_READY while the report is pending and 409 REPORT_FAILED if generation failed. Results are kept for 1 hour after the report is generated.

• Action
  Get Time Entries Report Status

  Returns the generation status. Status is kept for 15 minutes after the report is generated.

• Action
  Get Time Track

  Returns one time track with its project, team member, activity or service, cost code, the invoice or request payment line it was billed on, and its clock segments.

• Action
  Get Vendor

  Returns the full vendor record, including contact details, payment terms, tags and custom field entries. Works for archived vendors too.

• Action
  List Assignee Candidates

  Who can be assigned to an entity. Use before Add assignees.

• Action
  List Assignee Filter Options

  The distinct assignees across the given entities, for building an assignee filter.

• Action
  List Catalog Items

  Ordered by creation time, oldest first. Assemblies need the assemblies feature on the company plan: without it they are left out of the list and get returns 404. Returns 403 for companies not on the new catalog experience.

• Action
  List Categories

  Ordered by ID. Archived categories are left out unless includeArchived=true. Requires the categories feature on the company plan; without it every request returns 403.

• Action
  List Change Orders

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit recipients, attachmentFileIds and totalApplied; fetch a single change order for those.

• Action
  List Contact Groups

  Filter by contactGroupType or archived.

• Action
  List Contacts

  Search by name, email, or phone via searchText.

• Action
  List Cost Codes

  Ordered by code. Archived cost codes are left out unless includeArchived=true. Requires the cost codes feature on the company plan; without it every request returns 403.

• Action
  List Custom Field Definitions

  Filter by customableType

• Action
  List Custom Field Entries

  List the custom field entry values stored on a single entity.

• Action
  List Daily Logs

  Returns all daily logs, optionally filtered by projectId. Filtering by date range is not supported.

• Action
  List Estimates

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit file, recipients, attachmentFileIds, totalApplied, totalRequested, paymentDue and the linked-document totals; fetch a single estimate for those.

• Action
  List Expenses

  Returns expenses, newest created first. Filter by projectId, houzzUserId, billable, taxable, syncToQb, referenceNumber, or an inclusive date range. startDate and endDate are YYYY-MM-DD and must be sent together.

• Action
  List Files

  Lists the files and folders owned by the entity given by contextId and contextType. Returns root-level items unless parentId names a folder, and each file includes a download URL.

• Action
  List Invoices

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit file, recipients and attachmentFileIds; fetch a single invoice for those.

• Action
  List Lead Milestones

  Additional filtering is not supported.

• Action
  List Lead Notes

  Returns active notes by default. Pass archived=true to return archived notes instead.

• Action
  List Lead Phases

  Returns the pipeline phases available to the account, the values accepted by a lead's phaseId field.

• Action
  List Leads

  Returns leads, optionally filtered by contact or pipeline phase.

• Action
  List Lead Tasks

  Additional filtering (e.g. by completion state or due date) is not supported.

• Action
  List Project Milestones

  Additional filtering is not supported.

• Action
  List Project Notes

  Returns active notes by default. Pass archived=true to return archived notes instead.

• Action
  List Projects

  Archived projects are included unless you explicitly pass archived=false.

• Action
  List Project Statuses

  Returns the values accepted by a project's statusId field, including account-specific custom statuses.

• Action
  List Project Tasks

  Additional filtering (e.g. by completion state or due date) is not supported.

• Action
  List Project Types

  Returns the account's custom project types, the values accepted by a project's projectType field.

• Action
  List Punchlist Tasks

  Additional filtering (e.g. by completion state or due date) is not supported.

• Action
  List Purchase Orders

  Sorted by updatedAt descending, then id descending. To sync changes, page with updatedAfter set to your last checkpoint. List rows omit recipients and attachmentFileIds; fetch a single purchase order for those.

• Action
  List Sales Taxes

  Ordered by creation time, oldest first. Archived sales taxes are left out unless includeArchived=true.

• Action
  List Sections on a Selections Board

  Returns sections for the given selections board, ordered by position.

• Action
  List Selections Boards

  Returns selections boards for the company, ordered by position. Pass projectId to limit the list to one project.

• Action
  List Subcontractors

  Search by name, email, phone, company, or trade via the query param.

• Action
  List Subcontractor Trades

  Returns the trades a subcontractor can be assigned. Use the returned IDs in subInfo.trades when creating or updating a subcontractor.

• Action
  List Team Members

  Search by name, email, or phone via the query param.

• Action
  List the Items of an Assembly

  Ordered by position. Returns 404 when the catalog item is not an assembly, or when the company plan does not include assemblies. Returns 403 for companies not on the new catalog experience.

• Action
  List the Line Items of a Change Order

  Sorted by id ascending. Returns 404 when the change order does not exist.

• Action
  List the Line Items of an Estimate

  Sorted by id ascending. Returns 404 when the estimate does not exist.

• Action
  List the Line Items of an Invoice

  Sorted by id ascending. Returns 404 when the invoice does not exist.

• Action
  List the Line Items of a Purchase Order

  Sorted by id ascending. Returns 404 when the purchase order does not exist.

• Action
  List Time Tracks

  Returns time tracks, newest created first. Filter by projectId, houzzUserId, approvalStatus, or an inclusive work-date range. startDate and endDate are YYYY-MM-DD and must be sent together.

• Action
  List Vendors

  Filter by companyName, archived, or tags. Archived vendors are included unless you explicitly pass archived=false.

• Action
  List what an Assignee is Assigned to

  The projects, leads, tasks and milestones one assignee is assigned to, grouped by type.

• Action
  Move File

  Moves one or more files to another location in a single request.

• Action
  Reactivate Lead

  Restores a retired lead to an active status. Clients archived by the original retire are not unarchived.

• Action
  Retire Lead

  Archives this lead. Clients that are no longer referenced by another live lead or project are archived along with it, and reactivating the lead does not unarchive them. Won leads cannot be retired.

• Action
  Set Custom Field Entries

  Set custom field entry values on an entity.

• Action
  Unarchive File

  Restores an archived file.

• Action
  Unarchive Vendor

  Restores an archived vendor so it appears in active vendor lists again.

• Action
  Update Contact

  Updates the provided fields on a contact and returns the updated contact. Passing contactGroupName creates or assigns the contact group with that name.

• Action
  Update Contact Group

  Updates a contact group's name, type, or archived state and returns the updated group. Use archived to archive or restore a group.

• Action
  Update Contact Group Contact

  Changes a contact's level within the group and returns the updated contact group.

• Action
  Update Daily Log

  Updates only the fields you send, including the content, the log date range and the project the log belongs to.

• Action
  Update File

  Rename a file or folder, or toggle its starred flag. Only name and starred are editable.

• Action
  Update Lead

  To move a lead to a different pipeline phase, use the update phase operation.

• Action
  Update Lead Phase

  Moves this lead to a different pipeline phase.

• Action
  Update Milestone

  Updates an existing milestone. The parent project or lead must be supplied in the body, and only the fields sent are changed.

• Action
  Update Note

  Updates only the fields you send; the note stays attached to its project or lead.

• Action
  Update Project

  Updates only the fields you send. Addresses are upserted: include an address id to update it, omit the id to add a new address. Set archived to hide or restore the project.

• Action
  Update Punchlist

  Updates a punchlist's visibility and returns the updated punchlist.

• Action
  Update Subcontractor

  Updates the provided fields on a subcontractor and returns the updated subcontractor.

• Action
  Update Task

  Updates a task. Send milestoneId as null to remove its milestone link; the task parent and punchlist cannot be changed.

• Action
  Update Team Member

  Updates only the fields you send, including the team member's role and contact details.

• Action
  Update Vendor

  Updates only the fields you send; omitted fields keep their current values.

• Trigger
  New Action

  Triggers when a new action is added to any constituent in Raiser's Edge NXT.

• Trigger
  New Constituent

  Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.

• Trigger
  New Event

  Triggers when a new event is created in Raiser's Edge NXT.

• Trigger
  New Event Participant

  Triggers when a new participant is added to the selected Raiser's Edge NXT event.

• Trigger
  New Fund

  Triggers when a new fund is created in Raiser's Edge NXT.

• Trigger
  New Gift

  Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.

• Trigger
  New Gift Batch

  Triggers when a new gift batch is created in Raiser's Edge NXT.

• Trigger
  New Membership

  Triggers when a new membership is added to a constituent in Raiser's Edge NXT.

• Trigger
  New Note

  Triggers when a new note is added to a constituent record in Raiser's Edge NXT.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Raiser's Edge NXT.

• Trigger
  New or Updated Gift

  Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.

• Trigger
  New or Updated Opportunity

  Triggers when an opportunity is created or updated in Raiser's Edge NXT.

• Trigger
  Updated Constituent

  Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.

• Action
  Add Constituent Code

  Assigns a constituent code (classification) to a constituent.

• Action
  Create Constituent

  Creates a new constituent (individual or organization) in The Raiser's Edge.

• Action
  Create Constituent Action

  Creates an action (interaction/task) on a constituent record.

• Action
  Create Constituent Address

  Adds an address to a constituent record.

• Action
  Create Constituent Custom Field

  Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories.

• Action
  Create Constituent Email Address

  Adds a new email address to a constituent record in Raiser's Edge NXT.

• Action
  Create Constituent Note

  Adds a note to a constituent record.

• Action
  Create Constituent Phone

  Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID.

• Action
  Create Event

  Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID.

• Action
  Create Event Participant

  Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant.

• Action
  Create Gift

  Creates a new gift (donation) for a constituent.

• Action
  Create Gift Batch

  Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID.

• Action
  Create Gift Custom Field

  Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories.

• Action
  Create Membership

  Adds a membership to a constituent in Raiser's Edge NXT.

• Action
  Create Opportunity

  Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent.

• Action
  Create Opportunity Note

  Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID.

• Action
  Create Participant Fee

  Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation.

• Action
  Delete Action

  Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT.

• Action
  Delete Constituent Address

  Deletes an address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Email Address

  Deletes an email address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Phone

  Deletes a phone number from a constituent's record in Raiser's Edge NXT.

• Action
  Delete Event

  Deletes an event from Raiser's Edge NXT.

• Action
  Delete Event Participant

  Deletes a participant from a Raiser's Edge NXT event.

• Action
  Delete Note

  Deletes a constituent note in Raiser's Edge NXT.

• Action
  Delete Opportunity

  Deletes an opportunity from Raiser's Edge NXT.

• Action
  Downgrade Membership

  Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded.

• Action
  Drop Membership

  Drops an active or lapsed membership in Raiser's Edge NXT.

• Action
  Find Duplicate Constituents

  Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.

• Action
  Get Action

  Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.

• Action
  Get Appeal

  Returns an appeal by its ID, including its category, dates, goal and custom field values.

• Action
  Get Campaign

  Returns a campaign by its ID, including its category, dates, goal and custom field values.

• Action
  Get Constituent

  Retrieves a constituent by system record id.

• Action
  Get Constituent Latest Gift

  Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.

• Action
  Get Constituent Lifetime Giving

  Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.

• Action
  Get Event

  Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.

• Action
  Get Event Participant

  Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.

• Action
  Get Gift

  Retrieves a gift by system record id.

• Action
  Get Membership

  Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.

• Action
  Get Note

  Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.

• Action
  Get Opportunity

  Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.

• Action
  Get Package

  Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.

• Action
  List Actions

  Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.

• Action
  List Appeals

  Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.

• Action
  List Campaigns

  Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.

• Action
  List Constituent Actions

  Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.

• Action
  List Constituent Addresses

  Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.

• Action
  List Constituent Codes

  Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.

• Action
  List Constituent Custom Fields

  Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date.

• Action
  List Constituent Email Addresses

  Returns all email addresses on file for a constituent, optionally including inactive ones.

• Action
  List Constituent Memberships

  Returns every membership held by a constituent, including program, category, dues, dates, standing and members.

• Action
  List Constituent Notes

  Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.

• Action
  List Constituent Phones

  Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags.

• Action
  List Constituents

  Lists constituents with paging (limit/offset).

• Action
  List Constituents in List

  Returns constituents that belong to a saved list (by list id).

• Action
  List Event Fees

  Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.

• Action
  List Event Participants

  Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.

• Action
  List Events

  Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.

• Action
  List Funds

  Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.

• Action
  List Gift Batches

  Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions.

• Action
  List Gift Custom Fields

  Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.

• Action
  List Gifts

  Lists gifts, optionally filtered by constituent, with paging.

• Action
  List Memberships

  Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.

• Action
  List Opportunities

  Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.

• Action
  List Opportunity Notes

  Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author.

• Action
  List Packages

  Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.

• Action
  List Participant Fees

  Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.

• Action
  Rejoin Membership

  Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership.

• Action
  Renew Membership

  Renews an existing Raiser's Edge NXT membership for a new term.

• Action
  Search Constituents

  Searches constituents by name, lookup id, email, or other text.

• Action
  Update Action

  Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed.

• Action
  Update Constituent

  Updates an existing constituent's core fields.

• Action
  Update Constituent Address

  Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed.

• Action
  Update Constituent Custom Field

  Updates the value, comment or date of an existing custom field on a constituent record.

• Action
  Update Constituent Email Address

  Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email.

• Action
  Update Constituent Phone

  Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting.

• Action
  Update Event

  Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed.

• Action
  Update Event Participant

  Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed.

• Action
  Update Gift

  Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed.

• Action
  Update Gift Acknowledgement

  Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT.

• Action
  Update Gift Receipt

  Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status.

• Action
  Update Note

  Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers.

• Action
  Upgrade Membership

  Upgrades a membership to a higher category during its current membership cycle.

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