Connect Raiser's Edge and Sage Sales Management

Both apps 141Raiser's Edge 96Sage Sales Management 45

• Trigger
  New Action

  Triggers when a new action is added to any constituent in Raiser's Edge NXT.

• Trigger
  New Constituent

  Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.

• Trigger
  New Event

  Triggers when a new event is created in Raiser's Edge NXT.

• Trigger
  New Event Participant

  Triggers when a new participant is added to the selected Raiser's Edge NXT event.

• Trigger
  New Fund

  Triggers when a new fund is created in Raiser's Edge NXT.

• Trigger
  New Gift

  Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.

• Trigger
  New Gift Batch

  Triggers when a new gift batch is created in Raiser's Edge NXT.

• Trigger
  New Membership

  Triggers when a new membership is added to a constituent in Raiser's Edge NXT.

• Trigger
  New Note

  Triggers when a new note is added to a constituent record in Raiser's Edge NXT.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Raiser's Edge NXT.

• Trigger
  New or Updated Gift

  Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.

• Trigger
  New or Updated Opportunity

  Triggers when an opportunity is created or updated in Raiser's Edge NXT.

• Trigger
  Updated Constituent

  Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.

• Action
  Add Constituent Code

  Assigns a constituent code (classification) to a constituent.

• Action
  Create Constituent

  Creates a new constituent (individual or organization) in The Raiser's Edge.

• Action
  Create Constituent Action

  Creates an action (interaction/task) on a constituent record.

• Action
  Create Constituent Address

  Adds an address to a constituent record.

• Action
  Create Constituent Custom Field

  Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories.

• Action
  Create Constituent Email Address

  Adds a new email address to a constituent record in Raiser's Edge NXT.

• Action
  Create Constituent Note

  Adds a note to a constituent record.

• Action
  Create Constituent Phone

  Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID.

• Action
  Create Event

  Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID.

• Action
  Create Event Participant

  Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant.

• Action
  Create Gift

  Creates a new gift (donation) for a constituent.

• Action
  Create Gift Batch

  Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID.

• Action
  Create Gift Custom Field

  Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories.

• Action
  Create Membership

  Adds a membership to a constituent in Raiser's Edge NXT.

• Action
  Create Opportunity

  Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent.

• Action
  Create Opportunity Note

  Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID.

• Action
  Create Participant Fee

  Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation.

• Action
  Delete Action

  Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT.

• Action
  Delete Constituent Address

  Deletes an address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Email Address

  Deletes an email address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Phone

  Deletes a phone number from a constituent's record in Raiser's Edge NXT.

• Action
  Delete Event

  Deletes an event from Raiser's Edge NXT.

• Action
  Delete Event Participant

  Deletes a participant from a Raiser's Edge NXT event.

• Action
  Delete Note

  Deletes a constituent note in Raiser's Edge NXT.

• Action
  Delete Opportunity

  Deletes an opportunity from Raiser's Edge NXT.

• Action
  Downgrade Membership

  Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded.

• Action
  Drop Membership

  Drops an active or lapsed membership in Raiser's Edge NXT.

• Action
  Find Duplicate Constituents

  Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.

• Action
  Get Action

  Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.

• Action
  Get Appeal

  Returns an appeal by its ID, including its category, dates, goal and custom field values.

• Action
  Get Campaign

  Returns a campaign by its ID, including its category, dates, goal and custom field values.

• Action
  Get Constituent

  Retrieves a constituent by system record id.

• Action
  Get Constituent Latest Gift

  Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.

• Action
  Get Constituent Lifetime Giving

  Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.

• Action
  Get Event

  Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.

• Action
  Get Event Participant

  Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.

• Action
  Get Gift

  Retrieves a gift by system record id.

• Action
  Get Membership

  Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.

• Action
  Get Note

  Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.

• Action
  Get Opportunity

  Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.

• Action
  Get Package

  Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.

• Action
  List Actions

  Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.

• Action
  List Appeals

  Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.

• Action
  List Campaigns

  Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.

• Action
  List Constituent Actions

  Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.

• Action
  List Constituent Addresses

  Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.

• Action
  List Constituent Codes

  Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.

• Action
  List Constituent Custom Fields

  Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date.

• Action
  List Constituent Email Addresses

  Returns all email addresses on file for a constituent, optionally including inactive ones.

• Action
  List Constituent Memberships

  Returns every membership held by a constituent, including program, category, dues, dates, standing and members.

• Action
  List Constituent Notes

  Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.

• Action
  List Constituent Phones

  Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags.

• Action
  List Constituents

  Lists constituents with paging (limit/offset).

• Action
  List Constituents in List

  Returns constituents that belong to a saved list (by list id).

• Action
  List Event Fees

  Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.

• Action
  List Event Participants

  Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.

• Action
  List Events

  Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.

• Action
  List Funds

  Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.

• Action
  List Gift Batches

  Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions.

• Action
  List Gift Custom Fields

  Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.

• Action
  List Gifts

  Lists gifts, optionally filtered by constituent, with paging.

• Action
  List Memberships

  Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.

• Action
  List Opportunities

  Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.

• Action
  List Opportunity Notes

  Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author.

• Action
  List Packages

  Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.

• Action
  List Participant Fees

  Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.

• Action
  Rejoin Membership

  Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership.

• Action
  Renew Membership

  Renews an existing Raiser's Edge NXT membership for a new term.

• Action
  Search Constituents

  Searches constituents by name, lookup id, email, or other text.

• Action
  Update Action

  Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed.

• Action
  Update Constituent

  Updates an existing constituent's core fields.

• Action
  Update Constituent Address

  Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed.

• Action
  Update Constituent Custom Field

  Updates the value, comment or date of an existing custom field on a constituent record.

• Action
  Update Constituent Email Address

  Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email.

• Action
  Update Constituent Phone

  Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting.

• Action
  Update Event

  Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed.

• Action
  Update Event Participant

  Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed.

• Action
  Update Gift

  Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed.

• Action
  Update Gift Acknowledgement

  Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT.

• Action
  Update Gift Receipt

  Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status.

• Action
  Update Note

  Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers.

• Action
  Upgrade Membership

  Upgrades a membership to a higher category during its current membership cycle.

• Trigger
  Account Updated

  Fires when an existing account (company) is updated in Sage Sales Management.

• Trigger
  Activity Updated

  Triggers when an activity is updated.

• Trigger
  Calendar Item Updated

  Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management.

• Trigger
  Contact Updated

  Triggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps.

• Trigger
  New Account

  Triggers when a new account is created.

• Trigger
  New Activity

  Triggers when a new activity is created.

• Trigger
  New Calendar Item

  Triggers when a new calendar item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Sales Order

  Triggers when a new sales order is created.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated.

• Trigger
  Sales Order Updated

  Triggers when a sales order is updated.

• Action
  Create Account

  Creates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID.

• Action
  Create Activity

  Logs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID.

• Action
  Create Calendar Item

  Creates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID.

• Action
  Create Contact

  Creates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID.

• Action
  Create Entity

  Creates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID.

• Action
  Create Opportunity

  Creates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID.

• Action
  Create or Update Account

  Finds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened.

• Action
  Create or Update Contact

  Finds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened.

• Action
  Create Sales Order

  Creates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately.

• Action
  Find Account

  Returns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Account by Any Field

  Returns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field.

• Action
  Find Account by External ID

  Returns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.

• Action
  Find Contact

  Returns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Contact by Any Field

  Returns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field.

• Action
  Find Contact by External ID

  Returns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.

• Action
  Find Entity

  Searches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give.

• Action
  Find Opportunity

  Returns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Opportunity by Any Field

  Returns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field.

• Action
  Find Opportunity by External ID

  Returns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.

• Action
  Get User

  Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.

• Action
  List Accounts

  List accounts stored in Sage Sales Management, most recently updated first.

• Action
  List Branches

  Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.

• Action
  List Countries

  Returns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect.

• Action
  List Currencies

  Returns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect.

• Action
  List Timezones

  Returns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect.

• Action
  List Users

  Returns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need.

• Action
  Update Account

  Updates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Activity

  Updates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Calendar Item

  Updates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Contact

  Updates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Entity

  Updates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record.

• Action
  Update Sales Order

  Updates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.