Integration
Connect Smartsheet via API Token to DonorPerfect
When something happens in Smartsheet via API Token, 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 Smartsheet via API Token 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 Smartsheet via API Token and DonorPerfect
Triggers and actions 15 triggers ยท 126 actions
Trigger
List contactsList contacts
- List dashboards
List dashboards
- List org groups
List org groups
- List reports
List reports
- List sheets
List sheets
- List workspaces
List workspaces
- New favorite
Triggers when a new item is added to your favorites.
- New row
Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
- New search result
Triggers when a new item matches your search query.
- Add columns
Add columns
- Add favorites
Add favorites
- Add image to cell
Add image to cell
- Add rows
Add one or more rows to a sheet. Provide an array of row objects with cells.
- Add summary fields
Add summary fields
- Attach file or URL to comment
Attach file or URL to comment
- Attach file or URL to row
Attach file or URL to row
- Attach file or URL to sheet
Attach file or URL to sheet
- Attach new version
Attach new version
- Copy folder
Copy folder
- Copy rows to another sheet
Copy rows to another sheet
- Copy sheet
Copy sheet
- Copy workspace
Copy workspace
- Create a comment
Create a comment
- Create a discussion on a row
Create a discussion on a row
- Create an update request
Create an update request
- Create cross-sheet references
Create cross-sheet references
- Create discussion
Create discussion
- Create folder
Create a folder in the user's Home.
- Create folder in workspace
Create folder in workspace
- Create proof
Create proof
- Create proof discussion
Create proof discussion
- Create proof request
Create proof request
- Create sheet
Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
- Create sheet in folder
Create sheet in folder
- Create sheet in workspace
Create sheet in workspace
- Create workspace
Create workspace
- Delete a comment
Delete a comment
- Delete a discussion
Delete a discussion
- Delete an update request
Delete an update request
- Delete attachment
Delete attachment
- Delete column
Delete column
- Delete favorites
Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
- Delete folder
Delete folder
- Delete report
Delete report
- Delete rows
Delete rows
- Delete sent update request
Delete sent update request
- Delete sheet
Delete a sheet by id.
- Delete summary fields
Delete summary fields
- Delete workspace
Delete workspace
- Edit a comment
Edit a comment
- Get a comment
Get a comment
- Get an update request
Get an update request
- Get attachment
Get attachment
- Get column
Get column
- Get contact
Get contact
- Get cross-sheet reference
Get cross-sheet reference
- Get discussion
Get discussion
- Get folder metadata
Get folder metadata
- Get proof
Get proof
- Get report
Get report
- Get row
Get a single row from a sheet by row id.
- Get sent update request
Get sent update request
- Get sheet
Get a sheet by id, including its rows and columns.
- Get sheet summary
Get sheet summary
- Get summary fields
Get summary fields
- Get user
Get user
- Get workspace
Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
- Is favorite
Is favorite
- List attachments
List attachments
- List columns
List all columns of a sheet.
- List contents
List contents
- List cross-sheet references
List cross-sheet references
- List discussion attachments
List discussion attachments
- List discussions
List discussions
- List discussions with a row
List discussions with a row
- List folder children
List folder children
- List folders
List the folders in the user's Home.
- List proof attachments
List proof attachments
- List proofs
List proofs
- List row attachments
List row attachments
- List sheet rows
Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).
- List sheets
List all sheets the user has access to.
- Lists sent update requests
Lists sent update requests
- List update requests
List update requests
- List workspace children
List workspace children
- List workspaces
List all workspaces the user has access to.
- Move folder
Move folder
- Move rows to another sheet
Move rows to another sheet
- Move sheet
Move sheet
- Search
Search across all sheets the user can access for the given text.
- Search sheet
Search a specific sheet for the given text.
- Send report via email
Send report via email
- Send rows via email
Send rows via email
- Send sheet via email
Send sheet via email
- Sort rows in sheet
Sort rows in sheet
- Update an update request
Update an update request
- Update column
Update column
- Update folder
Update folder
- Update proof status
Update proof status
- Update rows
Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
- Update sheet
Update sheet
- Update summary fields
Update summary fields
- Update workspace
Update workspace
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.
- New gift
Polling 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.
- New or updated donor
Triggered when a donor is added or updated.
- New or updated gift
Triggered when a gift (donation) is created or modified.
- Two-way sync new or updated donors
A 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.
- Two-way sync new or updated gifts
A trigger for two-way syncing new and updated gifts (donations), with enhanced on-the-fly mapping. Polls the DonorPerfect dpgift table.
- Add code
Adds 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.
- Add contact
Adds a contact (activity/task) record to a donor in DonorPerfect via the dp_savecontact stored procedure. Supply Donor Id, Activity Code, and contact details.
- Add donor
Creates 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.
- Add gift
Creates 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).
- Add new donor gift
Creates a new donation (gift) for the donor with the specified ID.
- Add new donor gift by email
Creates a new donation for the donor with the specified email. The gift will only be added if the donor's email is found.
- Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
- Add other info
Adds 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.
- Add other info by email
Adds "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.
- Delete donor
Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
- Find filters by name
Returns one or more filters that match the specified name. Supports wildcard matching. An empty result is returned if no matching filter is found.
- Get 20 donor field values
Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.
- Get active code by description
Returns the code having the specified description. An error occurs if the code is not found or is inactive.
- Get active code description
Gets the specified code's description. An error occurs if the code is not found or is inactive.
- Get code description
Returns the description for a code value in the specified DPO code field (e.g. GL, CAMPAIGN, SOLICIT) from the dpcodes table.
- Get donor
Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
- Get donor by email
Returns 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.
- Get donor by email, first name, and last name
Returns 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.
- Get donor default field info
Returns information about the specified donor field.
- Get donor default fields
Returns all default fields for donors.
- Get donor gifts
Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
- Get donors by filter
Returns the donor IDs that match the saved DPO filter with the specified Filter ID, via the dp_filterids stored procedure.
- Get donor user-defined field info
Returns information about the specified donor user-defined field.
- Get donor user-defined fields
Returns all user-defined donor fields.
- Get donor user-defined field values
Returns all user-defined field values for the specified donor. An error occurs if the donor is not found.
- Get field display type
Gets the specified field's display type, which can either be "code" or "description"
- Get flags by donor ID
Returns the specified donor's flags. No error occurs if the donor is not found.
- Get gift
Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
- Get gift user-defined field values
Returns all user-defined field values for the specified gift (donation). An error occurs if the gift is not found.
- List filters
Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
- Post pledge payment
Posts a payment to the specified pledge for the specified donor.
- Update donor
Updates 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.