Connect Intervals to DonorPerfect

Both apps 82Intervals 44DonorPerfect 38

• Trigger
  New client

  Polling trigger: fires when a new client is created in Intervals (GET /client).

• Trigger
  New invoice

  Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).

• Trigger
  New milestone

  Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).

• Trigger
  New person

  Polling trigger: fires when a new person is added in Intervals (GET /person).

• Trigger
  New project

  Polling trigger: fires when a new project is created in Intervals (GET /project).

• Trigger
  New task

  Polling trigger: fires when a new task is created in Intervals (GET /task).

• Action
  Add client

  Create a new client.

• Action
  Add expense

  Create a new expense.

• Action
  Add invoice

  Create a new invoice.

• Action
  Add milestone

  Create a new milestone.

• Action
  Add person

  Create a new person (team member).

• Action
  Add project

  Create a new project.

• Action
  Add task

  Create a new task.

• Action
  Add time entry

  Log a new time entry against a task.

• Action
  Add timer

  Start a new timer for a task.

• Action
  Delete client

  Delete a client.

• Action
  Delete expense

  Delete an expense.

• Action
  Delete invoice

  Delete an invoice.

• Action
  Delete milestone

  Delete a milestone.

• Action
  Delete person

  Delete a person.

• Action
  Delete project

  Delete a project.

• Action
  Delete task

  Delete a task.

• Action
  Delete time entry

  Delete a logged time entry.

• Action
  Delete timer

  Delete a timer.

• Action
  Get client

  Retrieve a single client by id.

• Action
  Get expense

  Retrieve a single expense by id.

• Action
  Get invoice

  Retrieve a single invoice by id.

• Action
  Get milestone

  Retrieve a single milestone by id.

• Action
  Get person

  Retrieve a single person by id.

• Action
  Get project

  Retrieve a single project by id.

• Action
  Get task

  Retrieve a single task by id.

• Action
  Get time entry

  Retrieve a single logged time entry by id.

• Action
  Get timer

  Retrieve a single timer by id.

• Action
  List milestones

  Retrieve all milestones in the Intervals account.

• Action
  List tasks

  Retrieve all tasks in the Intervals account.

• Action
  Update client

  Update an existing client's details.

• Action
  Update expense

  Update an existing expense.

• Action
  Update invoice

  Update an existing invoice.

• Action
  Update milestone

  Update an existing milestone.

• Action
  Update person

  Update an existing person's details.

• Action
  Update project

  Update an existing project's details.

• Action
  Update task

  Update an existing task's details.

• Action
  Update time entry

  Update an existing logged time entry.

• Action
  Update timer

  Update a timer (e.g. stop or adjust it).

• 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.

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