Connect Raiser's Edge and SimplyPrint

Both apps 194Raiser's Edge 96SimplyPrint 98

• 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
  Balance Adjusted

  Triggers when a user's balance is adjusted in SimplyPrint.

• Trigger
  Balance Charged

  Triggers when a user's SimplyPrint balance is charged, for example when a print's cost is deducted from their prepaid credit.

• Trigger
  Balance Refunded

  Triggers when a user's SimplyPrint balance is refunded.

• Trigger
  Balance Topped Up

  Triggers when a user's SimplyPrint balance is topped up.

• Trigger
  Bed Cleared

  Triggers when a printer's bed is marked as cleared after a print in SimplyPrint.

• Trigger
  Filament Assigned

  Triggers when a filament spool is assigned to a printer in SimplyPrint.

• Trigger
  Filament Created

  Triggers when a filament spool is created in SimplyPrint.

• Trigger
  Filament Deleted

  Triggers when a filament spool is deleted in SimplyPrint.

• Trigger
  Filament Unassigned

  Triggers when a filament spool is unassigned from a printer in SimplyPrint.

• Trigger
  Filament Updated

  Triggers when a filament spool is updated in SimplyPrint.

• Trigger
  Maintenance Job Cancelled

  Triggers when a maintenance job is cancelled in SimplyPrint.

• Trigger
  Maintenance Job Completed

  Triggers when a maintenance job is completed in SimplyPrint.

• Trigger
  Maintenance Job Created

  Triggers when a maintenance job is created in SimplyPrint.

• Trigger
  Maintenance Job Deleted

  Triggers when a maintenance job is deleted in SimplyPrint.

• Trigger
  Maintenance Job Overdue

  Triggers when a SimplyPrint maintenance job becomes overdue.

• Trigger
  Maintenance Job Reopened

  Triggers when a maintenance job is reopened in SimplyPrint.

• Trigger
  Maintenance Job Started

  Triggers when a maintenance job is started in SimplyPrint.

• Trigger
  Maintenance Job Updated

  Triggers when a maintenance job is updated in SimplyPrint.

• Trigger
  Maintenance Problem Reported

  Triggers when a maintenance problem is reported on a printer in SimplyPrint.

• Trigger
  Maintenance Problem Resolved

  Triggers when a maintenance problem reported on a printer is marked as resolved in SimplyPrint.

• Trigger
  Maintenance Schedule Created

  Triggers when a maintenance schedule is created in SimplyPrint.

• Trigger
  Maintenance Schedule Deleted

  Triggers when a maintenance schedule is deleted in SimplyPrint.

• Trigger
  Maintenance Schedule Updated

  Triggers when a maintenance schedule is updated in SimplyPrint.

• Trigger
  Maintenance Task Completed

  Triggers when a task on a SimplyPrint maintenance job is marked completed.

• Trigger
  Maintenance Task Skipped

  Triggers when a maintenance task on a SimplyPrint maintenance job is skipped.

• Trigger
  New Print Started

  Triggers when a print job starts on one of your SimplyPrint printers.

• Trigger
  Printer AI Failure Detected

  Triggers when SimplyPrint's AI failure detection spots a likely failed print on a printer.

• Trigger
  Printer AI Failure False Positive

  Triggers when an AI failure detection on a SimplyPrint printer is marked as a false positive.

• Trigger
  Printer AI State Changed

  Triggers when a printer's AI failure detection state changes in SimplyPrint.

• Trigger
  Printer Autoprint Max Cycles Reached

  Triggers when a printer's AutoPrint reaches its maximum number of print cycles and stops.

• Trigger
  Printer AutoPrint State Changed

  Triggers when AutoPrint is turned on or off for a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Assigned

  Triggers when a custom tag is assigned to a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Detached

  Triggers when a custom tag is removed from a printer in SimplyPrint.

• Trigger
  Printer Material Changed

  Triggers when the material loaded on a SimplyPrint printer changes.

• Trigger
  Printer Nozzle Size Changed

  Triggers when the nozzle size set on a SimplyPrint printer is changed.

• Trigger
  Printer Out of Order State Changed

  Triggers when a SimplyPrint printer is marked out of order or brought back into service.

• Trigger
  Print Job Cancelled

  Triggers when a print job is cancelled in SimplyPrint.

• Trigger
  Print Job Completed

  Triggers when a SimplyPrint print job finishes.

• Trigger
  Print Job Failed

  Triggers when a print job fails in SimplyPrint.

• Trigger
  Print Job Objects Skipped

  Triggers when objects are skipped in an active SimplyPrint print job.

• Trigger
  Print Job Paused

  Triggers when a print job is paused on one of your SimplyPrint printers.

• Trigger
  Queue Emptied

  Triggers when the SimplyPrint print queue (or one of its queue groups) is emptied.

• Trigger
  Queue Item Added

  Triggers when an item is added to the SimplyPrint print queue.

• Trigger
  Queue Item Deleted

  Triggers when an item is deleted from the print queue.

• Trigger
  Queue Item Denied

  Triggers when a queue item is denied.

• Trigger
  Queue Item Moved

  Triggers when an item in the SimplyPrint print queue is moved.

• Trigger
  Queue Item Revived

  Triggers when a deleted queue item is restored.

• Trigger
  Quota Adjusted

  Triggers when a user's print quota is adjusted in SimplyPrint.

• Trigger
  Quota Request Created

  Triggers when a user requests a new quota.

• Trigger
  Quota Request Resolved

  Triggers when a quota request is approved or denied.

• Trigger
  Quota Reset

  Triggers when a quota is reset (e.g. at period rollover).

• Trigger
  Spare Part Created

  Triggers when a spare part is added to the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Deleted

  Triggers when a spare part is deleted from the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Low Stock

  Triggers when a spare part stock falls below its threshold.

• Trigger
  Spare Part Stock Adjusted

  Triggers when the stock level of a spare part in SimplyPrint's maintenance inventory is adjusted.

• Trigger
  Spare Part Updated

  Triggers when a spare part is updated.

• Action
  Add Queue Item

  Adds a file to the SimplyPrint print queue, either a file from your SimplyPrint files or one uploaded through the API, and returns the new queue item's id. Requires the Print Farm plan.

• Action
  Add Spare Part

  Adds a spare part to your SimplyPrint maintenance inventory, with its stock quantity, low-stock threshold, cost and compatible printer models. Requires the Print Farm plan.

• Action
  Assign Tag

  Assigns one or more custom tags to a printer, printer group, file or queue item in SimplyPrint, optionally detaching other custom tags in the same call.

• Action
  Create Filament

  Creates one or more filament spools in your SimplyPrint filament inventory, with their color, material, brand, size and slicing temperatures.

• Action
  Create Folder

  Creates a new folder in your SimplyPrint files, either private or shared with your organisation.

• Action
  Create Printer Group

  Creates a new printer group in your SimplyPrint account with the name you choose.

• Action
  Create Queue Group

  Creates a new print queue group in SimplyPrint, optionally limited to certain file types, printers, printer models or printer groups.

• Action
  Create Tag

  Creates a new custom tag in your SimplyPrint account, with a name and badge color, that you can then assign to printers, groups, files or queue items.

• Action
  Delete Filament

  Deletes a filament spool from your SimplyPrint account.

• Action
  Delete Files

  Deletes one or more files from the SimplyPrint file library.

• Action
  Delete Folders

  Deletes one or more folders from your SimplyPrint file library.

• Action
  Delete Printer Group

  Deletes a printer group. Printers in the deleted group are moved to the next group, or to "No group" if it was the last one.

• Action
  Delete Queue Group

  Deletes a print queue group in SimplyPrint, optionally moving its queue items to another group.

• Action
  Delete Queue Item

  Deletes one or more items from the SimplyPrint print queue. Requires the Print Farm plan.

• Action
  Delete Tag

  Deletes a custom tag and detaches it from every printer, file and queue item it was attached to.

• Action
  Detach Tag

  Removes a custom tag from a printer, printer group, file or queue item.

• Action
  Download Temp File

  Download a file you uploaded to SimplyPrint's temporary storage with Upload Temp File.

• Action
  Empty Queue

  Removes every item from a SimplyPrint print queue (or a single queue group), or clears the queue's completed-items history.

• Action
  Find Filament

  Finds filament spools in your SimplyPrint account whose spool code, id, brand, colour name or material type matches the text you enter.

• Action
  Find Filament Type

  Returns the filament types (material profiles) in your SimplyPrint account whose name or material type matches the text you give, such as PLA or PETG.

• Action
  Find File

  Finds files in your SimplyPrint file library whose names match a search, across all folders or within one folder.

• Action
  Find Folder

  Finds folders in your SimplyPrint files whose name matches the search text, returning every match and the first one.

• Action
  Find Printer Group

  Finds printer groups on the SimplyPrint account whose name matches the name you give, and returns the matching groups.

• Action
  Find Queue Group

  Finds print queue groups whose name contains the text you give and returns the matches, with the first match on its own.

• Action
  Find Tag

  Finds custom tags on your SimplyPrint account by name or id. Returns every matching tag and the first match.

• Action
  Get Queue Item

  Returns one item from the SimplyPrint print queue, including its file, print count, analysis, cost estimate and custom field values.

• Action
  List API Files

  Lists the files you uploaded through the SimplyPrint API that have not expired yet.

• Action
  List Spare Parts

  Returns the spare parts in your SimplyPrint maintenance inventory, optionally filtered by category, stock status, printer brand or model, or a search term.

• Action
  Move Files

  Moves one or more files into a folder in your SimplyPrint file library.

• Action
  Move Folder

  Moves a folder in SimplyPrint into another folder, or to the top level of your files.

• Action
  Move Queue Items

  Moves one or more print queue items into a different queue group.

• Action
  Send Test Webhook

  Makes SimplyPrint send a test event to one of your webhooks, so you can check it is reachable.

• Action
  Set Queue Order

  Moves a print queue item to a new position in the SimplyPrint queue.

• Action
  Submit Custom Field Value

  Saves custom field values on one or more SimplyPrint records, such as print jobs, queue items, user files, printers, users or filament spools.

• Action
  Update Filament

  Updates an existing filament spool in your SimplyPrint account, such as its color, material, brand, slicing temperatures and remaining amount.

• Action
  Update Printer Group

  Renames an existing printer group in your SimplyPrint account.

• Action
  Update Queue Group

  Updates an existing print queue group in SimplyPrint: its name, accepted file types, and which printers, printer models or printer groups it serves.

• Action
  Update Spare Part

  Updates an existing spare part in your SimplyPrint maintenance inventory, changing only the details you fill in.

• Action
  Update Tag

  Renames a custom tag or changes its badge color in your SimplyPrint account.

• Action
  Upload API File

  Uploads a file to SimplyPrint as a temporary API file, so it can then be added to your files or started as a print.

• Action
  Upload File

  Adds a file previously uploaded through SimplyPrint API Files to your SimplyPrint files, optionally inside a chosen folder, and returns the new file's id.

• Action
  Upload Temp File

  Uploads a file to SimplyPrint's temporary file storage so it can be used by a later step, such as adding it to your files or the print queue.

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