Connect Raiser's Edge to Zoho Inventory

Both apps 160Raiser's Edge 96Zoho Inventory 64

• 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.

• Action
  Add Credit Note Comment

  Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes.

• Action
  Add Invoice Attachment

  Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.

• Action
  Add Invoice Comment

  Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice.

• Action
  Apply Credits To Invoices

  Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances.

• Action
  Bulk Delete Sales Orders

  Tool to bulk delete sales orders. Use this to remove multiple sales orders at once.

• Action
  Bulk Email Invoices

  Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact.

• Action
  Bulk Export Invoices

  Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing.

• Action
  Bulk Print Invoices

  Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers.

• Action
  Bulk Print Packages

  Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving.

• Action
  Create Bill

  Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed.

• Action
  Create Contact

  Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization.

• Action
  Create Contact Person

  Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory.

• Action
  Create Credit Note

  Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments.

• Action
  Create Customer Payment

  Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices.

• Action
  Create Invoice

  Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold.

• Action
  Create Item

  Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog.

• Action
  Create Item Group

  Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations.

• Action
  Create Package

  Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping.

• Action
  Create Purchase Order

  Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor.

• Action
  Create Sales Order

  Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing.

• Action
  Deactivate Contact

  Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it.

• Action
  Deactivate Item

  Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it.

• Action
  Deactivate Item Group

  Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them.

• Action
  Delete Contact

  Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed.

• Action
  Delete Contact Person

  Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed.

• Action
  Delete Invoice

  Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied.

• Action
  Delete Invoice Attachment

  Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice.

• Action
  Delete Invoice Comment

  Delete a specific comment from an invoice in Zoho Inventory.

• Action
  Delete Item

  Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions.

• Action
  Delete Item Group

  Tool to delete an item group. Use to remove an existing item group that is no longer needed.

• Action
  Delete Item Image

  Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required.

• Action
  Delete Package

  Tool to delete a package. Use when you need to remove an existing package created for a sales order.

• Action
  Delete Sales Order

  Tool to delete a sales order. Use when you need to remove an existing sales order.

• Action
  Disable Payment Reminder

  Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued.

• Action
  Email Contact

  Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body.

• Action
  Email Contact Statement

  Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors.

• Action
  Email Credit Note

  Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients.

• Action
  Email Invoice

  Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments.

• Action
  Enable Invoice Payment Reminder

  Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued.

• Action
  Get Contact

  Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact.

• Action
  Get Contact Address

  Tool to get contact address. Use when you need to retrieve address information for a specific contact.

• Action
  Get Credit Note

  Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note.

• Action
  Get Credit Note Email Content

  Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it.

• Action
  Get Current User

  Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user.

• Action
  Get Invoice

  Retrieve the complete details of one existing invoice by invoice ID.

• Action
  Get Item

  Retrieve the complete details of one existing inventory item by item ID.

• Action
  Get Package

  Retrieve complete details for one existing package by ID.

• Action
  Get Purchase Order

  Retrieve complete details for one existing purchase order by ID.

• Action
  Get Sales Order

  Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status.

• Action
  Get Variant Opening Stock

  Retrieve opening-stock configuration for one item variant.

• Action
  List Bills

  Tool to list bills. Use when needing to fetch bills for an organization.

• Action
  List Contacts

  Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization.

• Action
  List Credit Notes

  Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria.

• Action
  List Currencies

  Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization.

• Action
  List Customer Payments

  List customer payments for a Zoho Inventory organization.

• Action
  List Invoice Payments

  Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice.

• Action
  List Invoices

  Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization.

• Action
  List Items

  Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization.

• Action
  List Organizations

  Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter.

• Action
  List Purchase Orders

  Tool to list purchase orders. Use when needing to fetch purchase orders for an organization.

• Action
  List Sales Orders

  Tool to list sales orders. Use when needing to fetch sales orders for an organization.

• Action
  Update Contact

  Update editable details for one customer or vendor contact.

• Action
  Update Item

  Update editable catalog details for one existing Zoho Inventory item.

• Action
  Update Variant Opening Stock

  Update organization-level or location-level opening stock for one variant.

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