Connect LeanKit to DonorPerfect

Both apps 78LeanKit 40DonorPerfect 38

• Trigger
  New board

  Polling trigger: fires when a new board is created.

• Trigger
  New card

  Polling trigger: fires when a new card is added to the specified board.

• Trigger
  New card in lane

  Polling trigger: fires when a new card is added to the specified lane in the specified board.

• Action
  Add Card Connections

  Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)

• Action
  Add Comment

  Create a comment — LeanKit AgilePlace v2 API (comment/create)

• Action
  Archive a board

  Archive a board — LeanKit AgilePlace v2 API (board/archive)

• Action
  Assign or unassign one or more users or teams to cards

  Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)

• Action
  Create a card

  Create a card — LeanKit AgilePlace v2 API (card/create)

• Action
  Create an attachment

  Create an attachment — LeanKit AgilePlace v2 API (attachment/create)

• Action
  Create a new board

  Create a new board — LeanKit AgilePlace v2 API (board/create)

• Action
  Create a new planning increment

  Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)

• Action
  Create a new planning series

  Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)

• Action
  Create a team

  Create a team — LeanKit AgilePlace v2 API (team/create)

• Action
  Create dependencies

  Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)

• Action
  Delete a board

  Delete a board — LeanKit AgilePlace v2 API (board/delete)

• Action
  Delete an attachment

  Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)

• Action
  Delete a planning increment by id

  Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)

• Action
  Delete a team

  Delete a team — LeanKit AgilePlace v2 API (team/delete)

• Action
  Delete Card

  Delete a card by id — LeanKit AgilePlace v2 API (card/delete)

• Action
  Delete multiple cards

  Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)

• Action
  Get a list of attachments for a card

  Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)

• Action
  Get a list of cards

  Get a list of cards — LeanKit AgilePlace v2 API (card/list)

• Action
  Get a list of leaf lanes for a board (lanes that can hold cards)

  Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)

• Action
  Get a list of parent cards

  Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)

• Action
  Get a list of planning series for an account

  Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)

• Action
  Get a list of tags on a board

  Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)

• Action
  Get a list of task cards for a card

  Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)

• Action
  Get an attachment's contents

  Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)

• Action
  Get a specified planning series

  Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)

• Action
  Get Board

  Retrieve a board by ID, including its lanes.

• Action
  Get Card

  Get card details by card id — LeanKit AgilePlace v2 API (card/get)

• Action
  Get User

  Retrieve a user by ID.

• Action
  List Boards

  List boards on the account.

• Action
  List Board Users

  List board users — LeanKit AgilePlace v2 API (board/user-roles)

• Action
  List Comments

  List comments on a card.

• Action
  List Users

  List users on the account.

• Action
  Move Card

  Move a card — LeanKit AgilePlace v2 API (card/move)

• Action
  Search Cards

  Search cards on a board with filters.

• Action
  Unarchive a board

  Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)

• Action
  Update Card

  Update a card — LeanKit AgilePlace v2 API (card/update)

• 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.