Connect Raiser's Edge and Solidarity Tech

Both apps 213Raiser's Edge 96Solidarity Tech 117

• 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
  New Donation Charge

  Triggers when a new donation charge is created in Solidarity Tech.

• Trigger
  New Event

  Triggers when a new event is created in Solidarity Tech.

• Trigger
  New Event RSVP

  Triggers when a new event RSVP is created in Solidarity Tech.

• Trigger
  New User

  Triggers when a new person is created in Solidarity Tech.

• Trigger
  New User Action

  Triggers when someone submits a form or takes an action in Solidarity Tech.

• Action
  Activate Automation

  Turns the automation on. From that moment its triggers enroll real people and its steps send real messages. Refused with 422 and the full list of problems when the automation is not valid (for example no trigger, no steps, or a step missing required data).

• Action
  Add Event Session Host

  Adds a user as a host of the event session. Atomic and idempotent: adding a user who is already a host returns 200 without duplicating. The user must belong to your organization. Hosts are readable on the session as host_user_ids and usable in message templates via the {{ event-session.hosts }}, {{

• Action
  Add Task Targets

  Adds people to a phone bank, text bank, or work list (any task whose contact_strategy is one_to_one) from a filter, a saved user list, or explicit user ids. Send exactly one source. Only eligible people are added (active, phone number, contact permission for the task action) and people already on th

• Action
  Archive Custom Property Record

  Archives the record. Records are never deleted, because people who selected the record keep its value. An archived record is hidden from the list and from pickers. Returns 422 when the property is not an object property.

• Action
  Create Agent Assignment

  Creates an active agent assignment with the specified details. Any other active assignment of the person ends, so the person has one active agent.

• Action
  Create Automation

  Creates an automation from the canonical definition.

• Action
  Create Custom Property Option

  Creates an option for a custom user property

• Action
  Create Custom User Property

  Creates a new custom user property

• Action
  Create Event

  Creates an event with its first event session. The event session inherits the title from the event unless session_title is provided. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platform

• Action
  Create Event Attendance

  Creates an event attendance with the specified details.

• Action
  Create Event Page

  Creates the public event page for an event that has no page yet. This is the same page that the dashboard "Create page" button makes: it uses the event title, the sidebar template, and the default form of the website. `content` is the HTML for the page body. Scripts, event handlers, and other unsafe

• Action
  Create Event Rsvp

  Creates an event rsvp with the specified details.

• Action
  Create Event Session

  Creates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Create Field Survey URL

  Generates a field survey URL

• Action
  Create Page

  Creates a generic form page from an ordered list of fields. Each field becomes the component the form builder makes for its type, so the page edits normally in the dashboard afterwards.

• Action
  Create Scheduled Task

  Creates a scheduled task with the specified details.

• Action
  Create Task Agent

  Creates a task agent with the specified details.

• Action
  Create Task Assignment

  Creates a task assignment, assigning a user to participate in a phonebank or textbank campaign.

• Action
  Create Team Member

  Creates a new team member

• Action
  Create Text Template

  Creates a text template with the specified details.

• Action
  Create/Update Person

  Creates or updates a user

• Action
  Create User Action

  Creates a user action for a user.

• Action
  Create User List

  Creates a User List with the specified details. The parameters field must conform to the QueryBuilder format. Every rule id must be one the filter engine recognises; unknown ids return 422 instead of being silently ignored. A "list" rule may only reference saved

• Action
  Create User Note

  Creates a user note

• Action
  Create User Relationship

  Creates a user relationship

• Action
  Deactivate Automation

  Turns the automation off. No new people are enrolled, and people already enrolled stop at their current step, the same as the dashboard toggle. No step runs while the automation is off. When a user turns it back on in the dashboard, they choose if the stopped people continue or leave the automation.

• Action
  Delete Agent Assignment

  Ends the agent assignment with the specified ID. It sets is_active to false and keeps the record.

• Action
  Delete Custom Property Option

  Removes an option from a custom user property

• Action
  Delete Event

  Deletes an event and every one of its sessions, past and upcoming, the same as Delete event in the dashboard. This cannot be undone.

• Action
  Delete Event Attendance

  Deletes an event attendance with the specified ID.

• Action
  Delete Event Rsvp

  Deletes an event rsvp with the specified ID.

• Action
  Delete Event Session

  Deletes an event session with the specified ID.

• Action
  Delete Scheduled Task

  Deletes a scheduled task with the specified ID.

• Action
  Delete Task Agent

  Deletes a task agent with the specified ID.

• Action
  Delete Task Assignment

  Deletes a task assignment with the specified ID.

• Action
  Delete Text Template

  Deletes a text template with the specified ID.

• Action
  Delete User

  Deletes a user

• Action
  Delete User List

  Deletes a user list with the specified ID.

• Action
  Delete User Note

  Deletes a user note with the specified ID.

• Action
  Delete User Relationship

  Deletes a user relationship

• Action
  Enroll User in Automation

  Enrolls a person in an active automation. The person starts at the first step of the automation. The automation must be reachable from the chapter of the person.

• Action
  Get Agent Assignment

  Shows a single agent assignment

• Action
  Get Automation

  Returns the full definition plus state: is_active, active_enrollment_count, is_valid, and activation_errors (empty when the automation can be activated).

• Action
  Get Email Blast

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  Get Event

  Returns a single event. The response includes `primary_event_id` (always resolves to the original event ID, even for co-hosted mirrors) and `is_co_hosted_mirror` (true if this event is a mirror copy from a co-host relationship). Event sessions include `primary_session_id` for the same purpose. If th

• Action
  Get Event Rsvp

  Shows a single event rsvp

• Action
  Get Event Session

  Returns one event session. tags holds the tags set on the session itself; all_tags adds the tags of its parent event.

• Action
  Get Organization

  Shows a single organization

• Action
  Get Page

  Shows a single page

• Action
  Get Phonebank

  Shows a single phonebank

• Action
  Get Scheduled Call

  Shows a single scheduled call

• Action
  Get Scheduled Task

  Shows a single scheduled task

• Action
  Get Task Agent

  Shows a single task agent

• Action
  Get Task Assignment

  Shows a single task assignment

• Action
  Get Textbank

  Shows a single textbank

• Action
  Get Text Blast

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  Get Text Template

  Shows a single text template

• Action
  Get User

  Shows a single user

• Action
  Get Work List

  Shows a single work list

• Action
  List Activities

  Returns activities, newest first. RSVP status history rows have actionable_type `MobilizeEventRsvp`, actionable_id set to the RSVP id, and a name that starts with `rsvp_status:`. A status change is named `rsvp_status:<from>:<to>:<channel>`. A session deletion is named `rsvp_status:<status>:session_d

• Action
  List Agent Assignments

  Lists agent assignments

• Action
  List Calls

  Retrieves all calls

• Action
  List Chapter Phone Numbers

  Lists chapter phone numbers

• Action
  List Chapters

  Retrieves all chapters

• Action
  List Custom User Properties

  Retrieves all custom user properties

• Action
  List Donation Charges

  Lists donation charges

• Action
  List Email Blasts

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  List Email Senders

  Returns a list of email senders available for the API key's scope.

• Action
  List Event Attendances

  Lists event attendances

• Action
  List Event Rsvps

  Lists event rsvps

• Action
  List Events

  Lists events accessible within the given scope. Each event in the response includes `primary_event_id` and `is_co_hosted_mirror`. For co-hosted events that appear across multiple organizations, `primary_event_id` always resolves to the original event ID, allowing you to identify that two events from

• Action
  List Event Sessions

  Lists event sessions accessible within the given scope. All filters below are optional and additive. With no filters, the list holds every session, ended sessions included, newest first. Each session row includes tags, the tags set on the session itself, and all_tags, those tags plus the tags of its

• Action
  List Organizations

  Lists organizations

• Action
  List Pages

  Lists pages

• Action
  List Phonebanks

  Lists phonebanks

• Action
  List Relationship Types

  Lists available relationship types

• Action
  List Scheduled Calls

  Lists scheduled calls

• Action
  List Scheduled Tasks

  Lists scheduled tasks

• Action
  List Task Agents

  Lists task agents

• Action
  List Task Assignments

  Lists task assignments

• Action
  List Team Members

  Lists team members

• Action
  List Textbanks

  Lists textbanks

• Action
  List Text Blasts

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  List Texts

  Retrieves a list of texts

• Action
  List Text Templates

  Lists text templates

• Action
  List User Actions

  Lists user actions (form submissions). Can be filtered by user_id, page_id, or both.

• Action
  List User Lists

  Lists user lists

• Action
  List Users

  Retrieves a list of users

• Action
  List Work List Outcomes

  Lists recorded work list outcomes, oldest first. Outcomes are written only through the mobile app. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  List Work Lists

  Lists work lists accessible within the API key scope. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  Merge Users

  Merge duplicate users

• Action
  Remove Event Session Host

  Removes a user from the event session hosts. Atomic and idempotent: removing a user who is not a host returns 200.

• Action
  Replace Automation Steps

  Replaces the whole step tree with the given steps. Refused with 409 while anyone is actively enrolled, because removing steps strands people mid flow. Deactivating the automation does not end enrollments; enrolled people stay on their current step. Edit single st

• Action
  Restore Custom Property Record

  Makes an archived record active again. Returns 422 when an active record already uses the title, or when the property is not an object property.

• Action
  Search Users

  Returns the users matching an ad hoc filter, in the same shape as.

• Action
  Send Email

  Sends a single transactional email to a user. Supports Liquid templating for personalization (e.g., {{ user.first-name }}).

• Action
  Send Text

  Sends a text message

• Action
  Update Agent Assignment

  Updates an agent assignment with the specified details.

• Action
  Update Automation

  Changes name, supported_languages, communication_settings, goals, or trigger_conditions.

• Action
  Update Automation Step

  Updates one step of an automation in place.

• Action
  Update Custom Property Record

  Changes only the fields you send. Data keys you do not send keep their values. The record value does not change. Returns 422 when the property is not an object property.

• Action
  Update Event

  Changes the settings of an event. Send only the fields to change; a field that is left out keeps its value.

• Action
  Update Event Rsvp

  Updates an event rsvp with the specified details.

• Action
  Update Event Session

  Updates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Update Page

  Generic form pages and event pages. Changes only the keys you send; a key you leave out keeps its value.

• Action
  Update Scheduled Task

  Updates a scheduled task with the specified details.

• Action
  Update Task Assignment

  Updates a task assignment with the specified details.

• Action
  Update Team Member

  Changes the role and scope of the primary assignment. It also sets logged_in_as_id and logged_in_as_type to the new scope.

• Action
  Update Text Template

  Updates a text template with the specified details.

• Action
  Update User

  Updates a user

• Action
  Update Work List

  Updates a work list. Only the submitted keys change. The work_list_action cannot change after creation.

• Action
  Validate Automation

  Runs every check.

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