Connect Sperant to Fundraise Up

Both apps 37Sperant 19Fundraise Up 18

• Trigger
  Client Created / Cliente Creado

  Triggers when a new client (lead) is added in Sperant. / Se activa cuando se crea un cliente en Sperant.

• Trigger
  New Attention

  Triggers when a new after-sale attention is created in Sperant.

• Action
  Create Attention

  Creates an after-sale attention (customer service case) for a unit's titular in Sperant.

• Action
  Create Client / Crear Cliente

  Creates a client (lead) in Sperant. If a lead with the same document, email or mobile already exists, Sperant updates it instead.

• Action
  Create Client Interaction

  Logs an interaction (call, visit, message...) for a Sperant client on a project.

• Action
  Create Event

  Creates a calendar event (visit, meeting...) for a Sperant client on a project.

• Action
  Find Clients

  Finds Sperant clients by document number, email or mobile (with country code). Returns the matching clients.

• Action
  Get Attention

  Returns one Sperant after-sale attention by ID.

• Action
  Get Client

  Returns one Sperant client by ID.

• Action
  Get Event

  Returns one Sperant calendar event by ID.

• Action
  Get Proforma

  Returns one Sperant proforma (quote) by ID.

• Action
  Get Project

  Returns one Sperant real-estate project by ID.

• Action
  Get Unit

  Returns one Sperant unit (apartment, lot, parking...) by ID.

• Action
  List Attentions

  Returns Sperant after-sale attentions, optionally filtered by code, type, proforma, titular or status.

• Action
  List Proformas

  Returns Sperant proformas (quotes), optionally filtered by code/contract number, client or creation date range.

• Action
  List Projects

  Returns Sperant real-estate projects, optionally filtered by name or code.

• Action
  List Units

  Returns the units (apartments, lots, parking...) of a Sperant project.

• Action
  List Users

  Returns the users (sales agents and staff) of the Sperant account.

• Action
  Update Client

  Updates an existing Sperant client; only the fields you fill in are changed.

• Action
  Add designation

  Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it.

• Action
  Add donation

  Creates a one-time donation, or a recurring plan when a frequency is given, charged to a Stripe payment method in your Fundraise Up account.

• Action
  Add fundraiser

  Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser.

• Action
  Delete designation

  Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs.

• Action
  Get campaign

  Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations.

• Action
  Get designation

  Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps.

• Action
  Get donation

  Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields.

• Action
  Get recurring plan

  Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields.

• Action
  Get supporter

  Returns one supporter's details, such as name, email, language, mailing address, phone number and employer.

• Action
  List campaigns

  Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date.

• Action
  List designations

  Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date.

• Action
  List donations

  Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List fundraisers

  Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date.

• Action
  List recurring plans

  Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date.

• Action
  List supporters

  Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date.

• Action
  Update designation

  Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values.

• Action
  Update donation

  Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments.

• Action
  Update fundraiser

  Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values.

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