Integration

Connect One Tap to DonorPerfect

When something happens in One Tap, 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.

One Tap2 triggersOne Tap21 actionsDonorPerfect6 triggersDonorPerfect32 actions

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Everything your agent can do with One Tap and DonorPerfect

Triggers and actions 8 triggers · 53 actions

Trigger
New Participant Check-in
Triggered when a participant is checked in on a One Tap list.
Trigger
New Profile
Triggered when a new person profile is created in One Tap.
Action
Add Punch Pass
Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participant
Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participant
Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create List
Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create Participant
Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create Profile
Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete List
Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete Pass
Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete Profile
Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get List
Returns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get Lists
Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on List
Returns the participants on a One Tap list, with their check-in and check-out details.
Action
Get Passes
Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get Profile
Returns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile Passes
Returns the passes belonging to one person's profile in One Tap.
Action
Get Profiles
Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch Pass
Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove Participant
Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update List
Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update Participant
Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update Profile
Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
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.

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The other way round: DonorPerfect to One Tap