Connect OneDrive to DonorPerfect

Both apps 72OneDrive 34DonorPerfect 38

• Trigger
  File Updated

  Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

• Trigger
  Item Moved or Renamed

  Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

• Trigger
  New Version Created

  Trigger that fires when a new version of a specified OneDrive file is created.

• Trigger
  Onedrivebasetrigger

  Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

• Trigger
  OneDrive File Created Trigger

  Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Folder Created Trigger

  Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Deleted Trigger

  Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Updated Trigger

  Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.

• Trigger
  Sharing Permission Added or Removed

  Sharing Permission Added or Removed

• Action
  Copy Item

  Tool to copy a driveitem (file or folder) to a new location asynchronously. use when you need to duplicate an item, optionally renaming it or specifying a different parent folder. the operation is asynchronous; the response provides a url to monitor the copy progress.

• Action
  Create Link

  Tool to create a sharing link for a driveitem (file or folder) by its unique id. use when you need to generate a shareable link for an item in onedrive or sharepoint.

• Action
  Delete Item

  Tool to delete a driveitem (file or folder) by its unique id from the authenticated user's onedrive. use when you need to remove an item from onedrive. this action moves the item to the recycle bin, not permanently deleting it.

• Action
  Download File

  Downloads a file from a user's onedrive using its item id, which must refer to a file and not a folder.

• Action
  Get Drive

  Retrieves the properties and relationships of a drive resource by its unique id. use this action when you need to get details about a specific onedrive, user's onedrive, group's document library, or a site's document library.

• Action
  Get Item

  Retrieves the metadata of a driveitem by its unique id. use this tool to get information about a specific file or folder in onedrive when you have its id. if a `drive id` is not provided, it defaults to the user's main drive.

• Action
  Get Item Permissions

  Retrieves the permissions of a driveitem by its unique id or path within a specific drive. use when you need to check who has access to a file or folder and what level of access they have.

• Action
  Get Item Thumbnails

  Tool to retrieve the thumbnails associated with a driveitem. use when you need to display visual previews of files.

• Action
  Get Item Versions

  Tool to retrieve the version history of a driveitem by its unique id. use when you need to access or list previous versions of a file.

• Action
  Get Quota

  Tool to retrieve the quota information for the authenticated user's onedrive. use this action to check the storage space details like total, used, and remaining space on the user's onedrive.

• Action
  Get Recent Items

  Retrieves a list of items that have been recently used by the authenticated user. this tool is useful when you need to access or display files and folders that the user has interacted with recently across their onedrive and accessible shared drives.

• Action
  Get Shared Items

  Tool to retrieve a list of items that have been shared with the authenticated user. use this action to get details of files and folders shared with the current user.

• Action
  List Drive Item Activities

  Tool to list recent activities for a specific item in a onedrive drive. use when you need to track changes or actions performed on a file or folder.

• Action
  List Drives

  Tool to retrieve a list of drive resources available to the authenticated user, or for a specific user, group, or site. use when you need to find out what drives are accessible.

• Action
  List Root Drive Changes

  Tool to list changes in the root of the user's primary drive using a delta token. use when you need to track file and folder modifications, additions, or deletions in the main onedrive directory.

• Action
  List Subscriptions

  Tool to list the current subscriptions for the authenticated user or app. use this to retrieve details of existing webhook subscriptions.

• Action
  Move Item

  Tool to move a file or folder to a new parent folder in onedrive. use when you need to reorganize your files or folders by changing their location. you can optionally rename the item during the move.

• Action
  Onedrive Create Folder

  Creates a new folder in the user's onedrive, automatically renaming on conflict, optionally within a specified parent folder (by id or full path from root) which, if not the root, must exist and be accessible.

• Action
  Onedrive Create Text File

  Creates a new text file with specified content in a onedrive folder, using either the folder's unique id or its absolute path (paths are automatically resolved to ids); note that onedrive may rename or create a new version if the filename already exists.

• Action
  Onedrive Find File

  Non-recursively finds an item (file or folder) in a specified onedrive folder; if `folder` is provided as a path, it must actually exist.

• Action
  Onedrive Find Folder

  Finds folders by name within an accessible parent folder in onedrive, or lists all its direct child folders if no name is specified.

• Action
  Onedrive List Items

  Retrieves all files and folders as `driveitem` resources from the root of a specified user's onedrive, automatically handling pagination.

• Action
  Preview Drive Item

  Generates or retrieves a short-lived embeddable url for a preview of a specific item. use when you need to display a temporary preview of a file.

• Action
  Search Items

  Searches for driveitems in onedrive that match the specified query. use this to find files or folders based on keywords.

• Action
  Update Drive Item Metadata

  Tool to update the metadata of a specific item (file or folder) in onedrive. use this to rename items, change descriptions, or move items to a new parent folder.

• 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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