Integration
Connect OpenAI to DonorPerfect
When something happens in OpenAI, 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 OpenAI 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 OpenAI and DonorPerfect
Triggers and actions 11 triggers ยท 101 actions
Trigger
New batchList your organization's batches.
Trigger
New fileReturns a list of files.
Trigger
New modelLists the currently available models.
Trigger
New vector storeReturns a list of vector stores.
Trigger
New videoList recently generated videos for the current project.
Action
Cancel batchCancels an in-progress batch.
Action
Cancel runCancels a run that is in_progress.
Action
Cancel vector store file batchCancel a vector store file batch.
Action
Content moderationClassifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
Action
Count input tokensReturns input token counts of the request.
Action
Create assistantCreate an assistant with a model and instructions.
Action
Create chat completionSends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
Action
Create completionCreates a completion for the provided prompt and parameters.
Action
Create embeddingGenerates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
Action
Create messageCreate a message.
Action
Create runCreate a run.
Action
Creates and executes a batch from an uploaded file of requestsCreates and executes a batch from an uploaded file of requests
Action
Create threadCreate a thread.
Action
Create thread and runCreate a thread and run it in one request.
Action
Create vector storeCreate a vector store.
Action
Create vector store fileCreate a vector store file by attaching a File to a vector store.
Action
Create vector store file batchCreate a vector store file batch.
Action
Create video edit jobCreate a new video generation job by editing a source or existing generated video.
Action
Create video extensionCreate an extension of a completed video.
Action
Create video generation jobCreate a new video generation job from a prompt and optional reference assets.
Action
Create video remixCreate a remix of a completed video using a refreshed prompt.
Action
Delete assistantDelete an assistant.
Action
Delete eval runDelete an eval run.
Action
Delete fileDelete a file and remove it from all vector stores.
Action
Delete messageDeletes a message.
Action
Delete threadDelete a thread.
Action
Delete vector storeDelete a vector store.
Action
Delete vector store fileDelete a vector store file (removes from store, file itself not deleted).
Action
Delete videoPermanently delete a completed or failed video and its stored assets.
Action
Download video contentDownload the generated video bytes or a derived preview asset.
Action
Edit imageCreates an edited or extended image given one or more source images and a prompt.
Action
Generate imageGenerates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
Action
Generate speechConverts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
Action
Get assistantRetrieves an assistant.
Action
Get batchRetrieves a batch.
Action
Get fileReturns information about a specific file.
Action
Get file contentReturns the contents of the specified file.
Action
Get messageRetrieve a message.
Action
Get modelRetrieves a model instance.
Action
Get runRetrieves a run.
Action
Get run stepRetrieves a run step.
Action
Get threadRetrieves a thread.
Action
Get vector storeRetrieves a vector store.
Action
Get vector store fileRetrieves a vector store file.
Action
Get vector store file batchRetrieves a vector store file batch.
Action
Get vector store file contentRetrieve the parsed contents of a vector store file.
Action
Get videoFetch the latest metadata for a generated video.
Action
List conversation itemsList all items for a conversation with the given ID.
Action
List filesLists files that have been uploaded to your OpenAI account.
Action
List messagesReturns a list of messages for a given thread.
Action
List modelsLists the models currently available to your account.
Action
List runsReturns a list of runs belonging to a thread.
Action
List run stepsReturns a list of run steps belonging to a run.
Action
List vector store file batch filesReturns a list of vector store files in a batch.
Action
List vector store filesReturns a list of vector store files.
Action
OpenAI agent messageRuns one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
Action
Retrieve responseRetrieves a previously created model response by its Response ID.
Action
Search vector storeSearch a vector store for relevant chunks based on a query and filter.
Action
Send model a messageSends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
Action
Submit tool outputs to runSubmit tool outputs when a run requires action.
Action
Transcribe audioTranscribes audio into the input language.
Action
Translate audioTranslates audio into English.
Action
Update assistantModifies an assistant.
Action
Update messageModifies a message.
Action
Update runModifies a run.
Action
Update threadModifies a thread.
Action
Update vector storeModifies a vector store.
Action
Update vector store file attributesUpdate attributes on a vector store file.
Action
Upload fileUpload a file that can be used across various endpoints.
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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