Integration
Connect Slack to DonorPerfect
When something happens in Slack, your agent does the next thing in DonorPerfect. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Slack and DonorPerfect to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Slack and DonorPerfect
Triggers and actions 23 triggers ยท 92 actions
Trigger
New ChannelTriggers when a new channel is created in the workspace.
Trigger
New Channel (instant)Triggers when a new channel is created. Events API event: channel_created.
Trigger
New Channel MemberTriggers when a member joins a chosen channel. Events API event: member_joined_channel.
Trigger
New FileDuplicate of "New File (instant)" (webhook_demux, same file_created event). Hidden from catalog 2026-07-23.
Trigger
New File (instant)Triggers when a new file is uploaded to the workspace. Events API event: file_created.
Trigger
New MentionDuplicate of "New Mention (instant)" (webhook_demux, same app_mention event). Hidden from catalog 2026-07-23.
Trigger
New Mention (instant)Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
Trigger
New Message Posted to ChannelTriggers when a message is posted to a chosen channel. Events API event: message.channels.
Trigger
New Message Posted to Private ChannelTriggers when a message is posted to a chosen private channel or group DM. Events API events: message.groups, message.mpim.
Trigger
New Pinned ItemTriggers when an item is pinned in a channel.
Trigger
New Public Message Posted AnywhereTriggers when a message is posted to any public channel. Events API event: message.channels.
Trigger
New Reaction AddedTriggers when an emoji reaction is added to a message. Events API event: reaction_added.
Trigger
New Saved MessageTriggers when a message or file is saved (starred). Events API event: star_added.
Trigger
New Team Custom EmojiTriggers when a custom emoji is added to the workspace. Events API event: emoji_changed.
Trigger
New Thread ReplyTriggers when a new reply is added to a message thread.
Trigger
New UserTriggers when a new user joins the workspace. Polling; deduped by user id.
Trigger
New User (instant)Triggers when a new user joins the workspace. Events API event: team_join.
Action
Add BookmarkAdd a bookmark to a channel.
Action
Add ReactionAdd an emoji reaction to a message.
Action
Add StarSave a message or file by starring it.
Action
Archive ChannelArchive a channel.
Action
Complete ReminderMark a reminder as complete.
Action
Create CanvasCreate a standalone canvas document.
Action
Create ChannelCreate a new public or private channel.
Action
Create Channel CanvasCreate a canvas attached to a channel.
Action
Create ReminderCreate a reminder for a user at a specified time.
Action
Delete CanvasDelete a canvas.
Action
Delete FileDelete a file from the workspace.
Action
Delete MessageDelete a message from a channel by timestamp.
Action
Delete ReminderDelete a reminder.
Action
Delete Scheduled MessageCancel a scheduled message before it is sent.
Action
Edit BookmarkEdit an existing channel bookmark.
Action
Edit CanvasEdit the content of a canvas.
Action
Find Channel by NameList channels filtered to locate a channel by name (client filters the returned list).
Action
Find User by EmailLook up a Slack user by their email address.
Action
Get Channel MessagesFetch the message history of a channel.
Action
Get File InfoGet information about a file.
Action
Get Message PermalinkGet a permanent link to a specific message.
Action
Get Message ReactionsGet the emoji reactions on a message.
Action
Get Team InfoGet information about the workspace.
Action
Get Thread RepliesGet the replies in a message thread.
Action
Get User InfoGet profile information for a Slack user by ID.
Action
Get User PresenceGet a user's current presence status.
Action
Get User ProfileGet a user's profile fields.
Action
Invite User to ChannelInvite one or more users to a channel (comma-separated user IDs).
Action
Join ChannelJoin a public channel.
Action
Leave ChannelLeave a channel.
Action
List BookmarksList the bookmarks in a channel.
Action
List Channel MembersList the members of a channel.
Action
List ChannelsList channels in the workspace (public and private).
Action
List Custom EmojisList the workspace's custom emojis.
Action
List FilesList files in the workspace, optionally filtered by channel or user.
Action
List Pinned ItemsList the items pinned in a channel.
Action
List Scheduled MessagesList messages scheduled to be sent later.
Action
List User GroupsList the workspace's user groups.
Action
List UsersList all users in the workspace.
Action
List User's ChannelsList the channels a user is a member of.
Action
Mark Channel ReadSet the read cursor position in a channel.
Action
Pin MessagePin a message to a channel.
Action
Remove BookmarkRemove a bookmark from a channel.
Action
Remove ReactionRemove an emoji reaction from a message.
Action
Remove StarRemove a star from a message or file.
Action
Remove User from ChannelRemove a member from a channel.
Action
Rename ChannelRename a channel.
Action
Schedule MessageSchedule a message to be sent to a channel at a future Unix time.
Action
Search FilesSearch files across the workspace.
Action
Search MessagesSearch messages across the workspace.
Action
Send Direct MessageOpen a DM with a user and post a message to it.
Action
Send Ephemeral MessageSend a message in a channel that is visible only to one user.
Action
Send MessagePost a message to a channel, private group, or DM.
Action
Set Channel PurposeSet the purpose (description) for a channel.
Action
Set Channel TopicSet the topic for a channel.
Action
Set User PresenceSet the authenticated user's presence status.
Action
Unarchive ChannelRestore an archived channel.
Action
Unpin MessageRemove a pinned message from a channel.
Action
Update MessageUpdate an existing message in a channel by timestamp.
Action
Upload FileUpload a file and share it to one or more channels.
Trigger
New donorPolling trigger. Fires when a new donor is added in DonorPerfect. Polls the dp table ordered by donor_id descending; dedups on each record's donor_id.
Trigger
New giftPolling trigger. Fires when a new gift (donation) is created in DonorPerfect. Polls the dpgift table ordered by gift_id descending; dedups on each record's gift_id.
Trigger
New or updated donorTriggered when a donor is added or updated.
Trigger
New or updated giftTriggered when a gift (donation) is created or modified.
Trigger
Two-way sync new or updated donorsA trigger for two-way syncing new and updated donors, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Two-way sync new or updated giftsA trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.
Action
Add codeAdds a new code and description to the DPCODES table. Allows you to add things like new GL Code, Solicitation, Campaign code and other code values administered in the Code Maintenance screen of DPO.
Action
Add contactAdds a contact (activity/task) record to a donor in DonorPerfect via the dp_savecontact stored procedure. Supply Donor Id, Activity Code, and contact details.
Action
Add donorCreates a new donor in DonorPerfect via the dp_savedonor stored procedure. Leave Donor Id empty (0) to create; the new donor_id is returned. Common fields: first/last name, address, city, state, zip, email, phones.
Action
Add giftCreates a new gift (donation) for a donor in DonorPerfect via the dp_savegift stored procedure. Supply Donor Id, Amount, Gift Date and code fields (GL, Solicit, Sub-solicit, Gift Type, Campaign).
Action
Add new donor giftCreates a new donation (gift) for the donor with the specified ID.
Action
Add new donor gift by emailCreates a new donation for the donor with the specified email. The gift will only be added if the donor's email is found.
Action
Add new pledgeAdds a new pledge to the specified donor. If successful, the pledge's ID is output.
Action
Add other infoAdds an Other Info (user-defined) record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, the field name and value.
Action
Add other info by emailAdds "other info" for the first donor found with the given email address. The other info is not added if the email address is not found.
Action
Delete donorDeletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
Action
Find filters by nameReturns one or more filters that match the specified name. Supports wildcard matching. An empty result is returned if no matching filter is found.
Action
Get 20 donor field valuesReturns up to 20 field values for the specified donor. An error occurs if the donor is not found.
Action
Get active code by descriptionReturns the code having the specified description. An error occurs if the code is not found or is inactive.
Action
Get active code descriptionGets the specified code's description. An error occurs if the code is not found or is inactive.
Action
Get code descriptionReturns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.
Action
Get donorReturns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
Action
Get donor by emailReturns the DonorPerfect donor whose email address matches the one supplied, including the donor's user-defined field values. An error occurs if no donor has that email address.
Action
Get donor by email, first name, and last nameReturns all available donor fields if one or more donor matches the email, first name, and last name. No error occurs if a donor is not found, the emitted 'donor_id' will be empty instead.
Action
Get donor default field infoReturns information about the specified donor field.
Action
Get donor default fieldsReturns all default fields for donors.
Action
Get donor giftsReturns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
Action
Get donors by filterReturns the donor IDs that match the saved DPO filter with the specified Filter ID, via the dp_filterids stored procedure.
Action
Get donor user-defined field infoReturns information about the specified donor user-defined field.
Action
Get donor user-defined fieldsReturns all user-defined donor fields.
Action
Get donor user-defined field valuesReturns all user-defined field values for the specified donor. An error occurs if the donor is not found.
Action
Get field display typeGets the specified field's display type, which can either be "code" or "description"
Action
Get flags by donor IDReturns the specified donor's flags. No error occurs if the donor is not found.
Action
Get giftReturns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
Action
Get gift user-defined field valuesReturns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.
Action
List filtersReturns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
Action
Post pledge paymentPosts a payment to the specified pledge for the specified donor.
Action
Update donorUpdates an existing donor in DonorPerfect via the dp_savedonor stored procedure. Supply the Donor Id of the record to update along with the field values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.