Integration
Connect JIRA to DonorPerfect
When something happens in JIRA, your agent does the next thing in DonorPerfect. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Connect Claude CodeEverything your agent can do with JIRA and DonorPerfect
Triggers and actions 8 triggers · 168 actions
Trigger
New IssuePolls for newly created issues in a project (ordered by creation date).
- New or Updated Issue
Polls for issues created or updated recently (ordered by updated date).
- Add attachment
add an attachment to an issue
- Add comment
add a comment to an issue
- Add Comment to Issue
Adds a comment to the specified issue.
- Add filter as favorite
Add filter as favorite
- Add gadget to dashboard
Add gadget to dashboard
- Add user to group
add a user to a group
- Add vote
add the current user's vote to an issue
- Add worklog
add a worklog to an issue
- Archive issues by ID or key
archive issues by ID/key
- Archive issue(s) by JQL
Archive issue(s) by JQL
- Assign Issue
Assigns an issue to a user by account ID.
- Bulk create issue
bulk create issues
- Bulk create statuses
Bulk create statuses
- Bulk delete issues
bulk delete issues
- Bulk delete Statuses
Bulk delete Statuses
- Bulk delete worklogs
bulk delete worklogs on an issue
- Bulk edit dashboards
Bulk edit dashboards
- Bulk edit issues
bulk edit issue fields
- Bulk fetch issues
bulk fetch issues by ID/key
- Bulk move issues
bulk move issues
- Bulk move worklogs
bulk move worklogs
- Bulk transition issue statuses
bulk transition issue statuses
- Bulk unwatch issues
bulk unwatch issues
- Bulk watch issues
bulk watch issues
- Change filter owner
Change filter owner
- Copy dashboard
Copy dashboard
- Create component
Create component
- Create custom field
Create custom field
- Create dashboard
Create dashboard
- Create filter
Create filter
- Create group
Create group
- Create Issue
Creates a new issue in the specified project.
- Create issue link
create a link between two issues
- Create issue link type
create an issue link type
- Create issue type
create an issue type
- Create project
create a project
- Create project category
create a project category
- Create related work
Create related work
- Create user
create a user
- Create version
Create version
- Delete and replace version
Delete and replace version
- Delete attachment
delete an attachment
- Delete comment
delete a comment
- Delete component
Delete component
- Delete custom field
Delete custom field
- Delete dashboard
Delete dashboard
- Delete filter
Delete filter
- Delete Issue
Deletes an issue by its key or ID.
- Delete issue link
delete an issue link
- Delete issue link type
delete an issue link type
- Delete issue type
delete an issue type
- Delete project
delete a project
- Delete project asynchronously
delete a project asynchronously
- Delete project category
delete a project category
- Delete related work
Delete related work
- Delete user
delete a user
- Delete version
Delete version
- Delete vote
remove the current user's vote from an issue
- Delete watcher
remove a watcher from an issue
- Delete worklog
delete a worklog
- Export Archived Issues
Export archived issue(s)
- Get all dashboards
Get all dashboards
- Get all projects
Get all projects
- Get attachment content
get attachment content
- Get attachment metadata
get attachment metadata
- Get available transitions
Get available transitions
- Get bulk available transitions
get transitions available for bulk transition
- Get comment
get a single comment
- Get comments by IDs
get comments by IDs
- Get component
Get component
- Get create issue metadata
Get create issue metadata
- Get create metadata issue types for a project
get create-metadata issue types for a project
- Get dashboard
Get dashboard
- Get edit issue metadata
get edit metadata for an issue
- Get favorite filters
Get favorite filters
- Get filter
Get filter
- Get group
Get group
- Get Issue
Returns the details of a single issue by its key or ID.
- Get Issue Comments
Returns all comments for the specified issue.
- Get issue link
get an issue link
- Get issue link type
get an issue link type
- Get issue link types
list issue link types
- Get Issue Transitions
Returns the workflow transitions available for the specified issue.
- Get issue type
get an issue type
- Get issue watchers
get watchers of an issue
- Get issue worklogs
get worklogs on an issue
- Get is watching issue bulk
check watching status for multiple issues
- Get my filters
Get my filters
- Get Project
Returns the details of a single project by its key or ID.
- Get project components
get all components of a project
- Get project versions
get all versions of a project
- Get recent projects
get recently viewed projects
- Get related work
Get related work
- Get status
Get status
- Get status category
Get status category
- Get transitions
get available transitions for an issue
- Get user
get a user
- Get user groups
get groups a user belongs to
- Get users from group
list members of a group
- Get version
Get version
- Get votes
get votes on an issue
- Get worklog
get a worklog
- Get worklogs by IDs
get worklogs by IDs
- Get worklogs by issue ID and worklog ID
get worklogs by issue ID and worklog ID (internal)
- List Project Issue Types
Returns the issue types available, optionally for a given project.
- List Projects
Returns a paginated list of projects visible to the user.
- List users
Lists the users visible to the connected Jira account. Takes no search criterion.
- Merge versions
merge one version into another
- Move version
Move version
- Remove filter as favorite
Remove filter as favorite
- Remove gadget from dashboard
Remove gadget from dashboard
- Remove group
Remove group
- Remove user from group
remove a user from a group
- Restore custom field from trash
Restore custom field from trash
- Restore deleted or archived project
restore a deleted or archived project
- Search for dashboards
Search for dashboards
- Search for filters
Search for filters
- Search for issues using JQL enhanced search (GET)
Search for issues using JQL enhanced search (GET)
- Search for issues using JQL enhanced search (POST)
search for issues using enhanced JQL (POST)
- Search Issues (JQL)
Searches for issues using a JQL query.
- Transition Issue
Moves an issue to a new status by performing a workflow transition.
- Unarchive issues by keys or ID
unarchive issues by key/ID
- Update comment
update a comment
- Update component
Update component
- Update custom field
Update custom field
- Update dashboard
Update dashboard
- Update filter
Update filter
- Update gadget on dashboard
Update gadget on dashboard
- Update Issue
edit an issue
- Update issue link type
update an issue link type
- Update issue type
update an issue type
- Update project
update a project
- Update project category
update a project category
- Update related work
Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value.
- Update version
Update version
- Update worklog
update a worklog
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.