Connect MOCO to DonorPerfect

Both apps 88MOCO 50DonorPerfect 38

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Exported Invoice (Bookkeeping)

  Triggers when a new invoice is exported (for the bookkeeping).

• Trigger
  New Incoming Payment

  Triggers when a new incoming payment is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Invoice Status

  Triggers when the status of an invoice is changed.

• Trigger
  New Offer

  Triggers when a new offer is created.

• Trigger
  New Outgoing Payment

  Triggers when a new outgoing payment is created.

• Trigger
  New Planning Entry

  Triggers when a new Planning Entry is created.

• Trigger
  New Presence

  Triggers when a new Presence is created.

• Trigger
  New Project Assignment

  Triggers when a person is assigned to a project.

• Trigger
  New Purchase

  Triggers when a new purchase is created.

• Trigger
  New Recurred Expense

  Triggers when an expense is recurred.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Unarchived Project

  Triggers when a project is made active again.

• Trigger
  Updated Company

  Triggers when a company was updated.

• Trigger
  Updated Expense

  Triggers when an expense was updated.

• Trigger
  Updated Invoice

  Triggers when an invoice was updated.

• Trigger
  Updated Lead

  Triggers when a lead was updated.

• Trigger
  Updated Planning Entry

  Triggers when a Planning Entry was updated.

• Trigger
  Updated Presence

  Triggers when a Presence was updated.

• Trigger
  Updated Project

  Triggers when a project was updated.

• Trigger
  Updated Purchase

  Triggers when a purchase was updated.

• Trigger
  Updated Time Entry

  Triggers when a time entry was updated.

• Action
  Create Comment

  Creates a new Comment.

• Action
  Create Company

  Creates a new company (customer only).

• Action
  Create Contact

  Creates a new contact person.

• Action
  Create Expense

  Creates a new Expense.

• Action
  Create Incoming Payment

  Creates a new incoming payment.

• Action
  Create Lead

  Creates a new lead.

• Action
  Create Outgoing Payment

  Creates a new outgoing payment.

• Action
  Create Project

  Creates a new Project.

• Action
  Create Purchase

  Creates a new Purchase.

• Action
  Create Task

  Creates a new project task.

• Action
  Create Time Entry

  Create a new time entry.

• Action
  Find Company

  Finds an existing Company.

• Action
  Find Contact

  Finds an existing Contact.

• Action
  Find Expense

  Finds an existing Expense.

• Action
  Find Invoice

  Finds an existing Invoice.

• Action
  Find Lead

  Finds an existing lead.

• Action
  Find Offer

  Finds an existing Offer.

• Action
  Find Planning Entry

  Finds an existing Planning Entry.

• Action
  Find Project

  Finds an existing project.

• Action
  Find Purchase

  Finds an existing Purchase.

• Action
  Find Task

  Finds an active Task for a Project.

• Action
  Find Time Entry

  Finds an existing Time Entry.

• Action
  Find User

  Finds an existing active user.

• Action
  Record Presence

  Record a new presence.

• 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.