Connect Meevo and Raiser's Edge

Both apps 171Meevo 75Raiser's Edge 96

• Trigger
  Client Created

  Triggers when a new client is added in Meevo.

• Trigger
  Client Updated

  Triggers when a client is added or their details change in Meevo.

• Action
  Add Client Gallery Image

  Insert a single Image into client gallery in Meevo.

• Action
  Book Appointment Service

  Create an appointment book service in Meevo.

• Action
  Cancel Booked Service

  Cancel an appointment book service in Meevo.

• Action
  Check In Booked Service

  Check-in an appointment book service in Meevo.

• Action
  Confirm Appointment

  Confirm an appointment in Meevo.

• Action
  Count Active Clients

  Get a count of the active clients in Meevo.

• Action
  Count Active Employees

  Get a count of the active employees in Meevo.

• Action
  Create Client

  Insert a single client profile in Meevo.

• Action
  Create Client Visit Note

  Insert a single client visit note on the client profile in Meevo.

• Action
  Find Client Memberships

  Get details about client memberships according to criteria in Meevo.

• Action
  Find Clients

  Get details about clients based on filter in Meevo.

• Action
  Find Employees

  Get employee details by Employee ID or email in Meevo.

• Action
  Find Gift Cards by Number

  Get a list of gift cards by gift card numbers in Meevo.

• Action
  Find Services by ID

  Get detailed information about services by Ids in Meevo.

• Action
  Get Appointment

  Get details about an appointment in Meevo.

• Action
  Get Appointment Cancellation Reason

  Get details about an appointment cancellation reason in Meevo.

• Action
  Get Appointment Category

  Get details about an appointment category in Meevo.

• Action
  Get Booked Service

  Get details about a booked service in Meevo.

• Action
  Get Business Information

  Get basic information about the business in Meevo.

• Action
  Get Client

  Get details about a single client in Meevo.

• Action
  Get Client Membership Status

  Get the status of a single client membership in Meevo.

• Action
  Get Client Points

  Get number of points and point value for a given client id in Meevo.

• Action
  Get Client User-Defined Fields

  Get the active UDFs by clients in Meevo.

• Action
  Get Employee

  Get details about a single employee in Meevo.

• Action
  Get Employee Security

  Get employee's security in Meevo.

• Action
  Get Employee Service Pricing

  Get the specified employee's pricing for the specified service in Meevo.

• Action
  Get Enum Values

  Get available values for a specific enum by searching for potential value or enum name in Meevo.

• Action
  Get Gift Card Type

  Get details about a single gift card type definition in Meevo.

• Action
  Get Latest Entity Change

  Request a single changed entity entry for a given entity type and ID in Meevo.

• Action
  Get Location

  Get details about a single location in Meevo.

• Action
  Get Membership

  Get details about a single membership definition in Meevo.

• Action
  Get Package

  Get details about a single package definition in Meevo.

• Action
  Get Product

  Get details about a single product definition in Meevo.

• Action
  Get Product Category

  Get details about a product category, including all subcategories in Meevo.

• Action
  Get Service

  Get details about a single service definition in Meevo.

• Action
  List Appointment Cancellation Reasons

  Get a list of appointment cancellation reasons in Meevo.

• Action
  List Appointment Categories

  Get a list of appointment categories in Meevo.

• Action
  List Appointment Services

  Get a list of services for a booked appointment in Meevo.

• Action
  List Client Booked Services

  Get a list of services for a client in Meevo.

• Action
  List Client Gift Cards

  Get a pageable list of gift cards owned by the defined client in Meevo.

• Action
  List Client Packages

  Get packages owned by the defined client in Meevo.

• Action
  List Clients

  Get a pageable list of clients in Meevo.

• Action
  List Client Sale History

  Get a pageable list of client sale history in Meevo.

• Action
  List Client Types

  Get a pageable list of client types in Meevo.

• Action
  List Client Visit Notes

  Get a pageable list of a client's visit notes in Meevo.

• Action
  List eGifts

  Get a list of eGifts by IDs in Meevo.

• Action
  List Employees

  Get a pageable list of employees in Meevo.

• Action
  List Employee Services

  Get a pageable list of services the employee is configured to perform in Meevo.

• Action
  List Entity Changes

  Request a page of changes for a given entity type in Meevo.

• Action
  List Gift Cards

  Get a pageable list of gift cards by criteria in Meevo.

• Action
  List Gift Card Types

  Get a list of gift card types in Meevo.

• Action
  List Image Gallery Categories

  Get a list of all active image categories for a location in Meevo.

• Action
  List Locations

  Get a pageable list of locations in Meevo.

• Action
  List Memberships

  Get a pageable list of membership definitions in Meevo.

• Action
  List Packages

  Get details on all package definitions in Meevo.

• Action
  List Payment Types

  Get a list of all payment types for a location in Meevo.

• Action
  List Product Categories

  Get a pageable list of product categories in Meevo.

• Action
  List Products

  Get a pageable list of products in Meevo.

• Action
  List Referral Types

  Get a pageable list of referral types in Meevo.

• Action
  List Service Add-ons

  Get a list of available addons for a service with required and optional separation in Meevo.

• Action
  List Service Categories

  Get a pageable list of service categories in Meevo.

• Action
  List Service Employee Pricing

  Get a list of what each employee charges for this service in Meevo.

• Action
  List Services

  Get a pageable list of services in Meevo.

• Action
  List Visit Note Types

  Get a pageable list of visit note types in Meevo.

• Action
  Opt Appointment Out of Confirmation

  Set the confirmation status to confirmation opt-out for this appointment only in Meevo.

• Action
  Record Appointment Contact Attempt

  Set the confirmation status to a contact attempt with message left in Meevo.

• Action
  Unconfirm Appointment

  Unconfirm an appointment in Meevo.

• Action
  Update Appointment

  Update an appointment in Meevo.

• Action
  Update Booked Service

  Update an appointment book service in Meevo.

• Action
  Update Booked Service (Bypass Conflicts)

  Update an appointment book service bypassing conflict checks in Meevo.

• Action
  Update Client

  Update information about a single client in Meevo.

• Action
  Update Client Contact Fields

  Update specific fields of a client profile in Meevo.

• Action
  Update Client Visit Note

  Update a single client visit note on the client profile in Meevo.

• 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.