Integration
Connect Notion to DonorPerfect
When something happens in Notion, 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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What do you want Notion and DonorPerfect to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Notion and DonorPerfect
Triggers and actions 11 triggers ยท 55 actions
Trigger
New CommentTriggers when a new comment is created in your Notion workspace. You can filter by database or specific page.
Trigger
New Data Source ItemTriggers when a new item is created in a data source.
Trigger
Updated Content in Data Source ItemTriggers when the content in a data source item is updated.
Trigger
Updated Content in PageTriggers when the content in a page is updated.
Trigger
Updated Properties in Data Source ItemTriggers when one or more properties of a data source item are updated.
Action
Add Block to PageAdds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.
Action
Add CommentAdds a new comment to a Page.
Action
Add Content to PageAdds Content to a Page.
Action
Archive Data Source ItemSoft deletes an item in a data source.
Action
Create Data Source ItemCreates an item in a data source.
Action
Create PageCreates a Page inside a parent page
Action
Find Data Source ItemsSearches for items in a data source by its properties.
Action
Find Page (By Title)Searches for a page by title.
Action
Get BlockRetrieves a block by ID.
Action
Get Block ChildrenRetrieves child blocks of a parent block or page with support for pagination.
Action
Get PageRetrieves a specific page or data source item from Notion using its ID.
Action
Get Page and ChildrenRetrieves a page by its ID and all of its block children.
Action
Get Page CommentsRetrieves comments from a Page.
Action
Get Page PropertyRetrieves a specific property value from a Notion page.
Action
Get User DetailsRetrieves user information by ID.
Action
Query Data Source (Advanced)Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
Action
Restore Data Source ItemRestores a data source item which was previously archived.
Action
Retrieve DatabaseThis action retrieves a database in Notion using the ID of the database.
Action
Update DatabaseUpdates a Notion database attributes including title, parent location, inline display, icon, archive status, and lock status.
Action
Update Data Source ItemUpdates a data source item.
Action
Update Data Source SchemaUpdates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.
Action
Upload File to Data Source ItemUploads a file to a files property in a data source item.
Action
Upload File to Page or BlockUploads a file to a page or block in Notion.
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.
Trigger
New giftPolling 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 donorTriggered when a donor is added or updated.
Trigger
New or updated giftTriggered when a gift (donation) is created or modified.
Trigger
Two-way sync new or updated donorsA 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 giftsA trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.
Action
Add codeAdds 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 contactAdds 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 donorCreates 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 giftCreates 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 giftCreates a new donation (gift) for the donor with the specified ID.
Action
Add new donor gift by emailCreates 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 pledgeAdds a new pledge to the specified donor. If successful, the pledge's ID is output.
Action
Add other infoAdds 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 emailAdds "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 donorDeletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
Action
Find filters by nameReturns 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 valuesReturns up to 20 field values for the specified donor. An error occurs if the donor is not found.
Action
Get active code by descriptionReturns the code having the specified description. An error occurs if the code is not found or is inactive.
Action
Get active code descriptionGets the specified code's description. An error occurs if the code is not found or is inactive.
Action
Get code descriptionReturns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.
Action
Get donorReturns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
Action
Get donor by emailReturns 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 nameReturns 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 infoReturns information about the specified donor field.
Action
Get donor default fieldsReturns all default fields for donors.
Action
Get donor giftsReturns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
Action
Get donors by filterReturns 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 infoReturns information about the specified donor user-defined field.
Action
Get donor user-defined fieldsReturns all user-defined donor fields.
Action
Get donor user-defined field valuesReturns all user-defined field values for the specified donor. An error occurs if the donor is not found.
Action
Get field display typeGets the specified field's display type, which can either be "code" or "description"
Action
Get flags by donor IDReturns the specified donor's flags. No error occurs if the donor is not found.
Action
Get giftReturns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
Action
Get gift user-defined field valuesReturns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.
Action
List filtersReturns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
Action
Post pledge paymentPosts a payment to the specified pledge for the specified donor.
Action
Update donorUpdates 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.
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