Integration

Connect SureCart to DonorPerfect

When something happens in SureCart, 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.

SureCart44 triggersSureCart26 actionsDonorPerfect6 triggersDonorPerfect32 actions

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Everything your agent can do with SureCart and DonorPerfect

Triggers and actions 50 triggers · 58 actions

Trigger
Affiliation Request Approved
Triggers when a affiliation request is approved.
Trigger
Affiliation Request Created
Triggers when a affiliation request is created.
Trigger
Affiliation Request Denied
Triggers when a new affiliation request is denied.
Trigger
Cancellation Act Created
Triggers when a cancellation act is created.
Trigger
Cancellation Act Updated
Triggers when a cancellation act is updated.
Trigger
Customer Created
Triggers when a customer is created.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Fulfillment Created
Triggers when a fulfillment is created.
Trigger
Fulfillment Deleted
Triggers when a fulfillment is deleted.
Trigger
Fulfillment Updated
Triggers when a fulfillment is updated.
Trigger
Order Created
Triggers when a order is created.
Trigger
Order Delivered
Triggers when a order is delivered.
Trigger
Order Fulfilled
Triggers when a order is fulfilled.
Trigger
Order Paid
Triggers when a order is paid.
Trigger
Order Partially Fulfilled
Triggers when a order is partially fulfilled.
Trigger
Order Partially Shipped
Triggers when a order is partially shipped.
Trigger
Order Payment Failed
Triggers when a order payment fails.
Trigger
Order Processing
Triggers when a order becomes processing.
Trigger
Order Shipped
Triggers when a order is shipped.
Trigger
Order Unfulfilled
Triggers when a order is unfulfilled.
Trigger
Order Voided
Triggers when a order is voided.
Trigger
Payout Completed
Triggers when a payout is completed.
Trigger
Purchase Created
Triggers when a purchase is created.
Trigger
Purchase Invoked
Triggers when a purchase is invoked.
Trigger
Purchase Revoked
Triggers when a purchase is revoked.
Trigger
Purchase Updated
Triggers when a purchase is updated.
Trigger
Referral Approved
Triggers when a referral is approved.
Trigger
Referral Created
Triggers when a referral is created.
Trigger
Refund Created
Triggers when a refund is created.
Trigger
Refund Succeeded
Triggers when a refund succeeds.
Trigger
Return Request Completed
Triggers when a return request is completed.
Trigger
Return Request Created
Triggers when a return request is created.
Trigger
Return Request Deleted
Triggers when a return request is deleted.
Trigger
Return Request Opened
Triggers when a return request is opened.
Trigger
Return Request Updated
Triggers when a return request is updated.
Trigger
Subscription Active
Triggers when a subscription becomes active.
Trigger
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Subscription Completed
Triggers when a subscription is completed.
Trigger
Subscription Created
Triggers when a subscription is created.
Trigger
Subscription Past Due
Triggers when a subscription becomes past due.
Trigger
Subscription Renewed
Triggers when a subscription is renewed.
Trigger
Subscription Set to Cancel
Triggers when a subscription is set to cancel.
Trigger
Subscription Trialing
Triggers when a subscription becomes trialing.
Trigger
Subscription Updated
Triggers when a subscription is updated.
Action
Find Affiliation
Find an existing affiliation by ID.
Action
Find Affiliation Request
Find an existing affiliation request by ID.
Action
Find Cancellation Act
Find an existing cancellation act by ID.
Action
Find Checkout
Find an existing checkout by ID.
Action
Find Click
Find an existing click by ID.
Action
Find Coupon
Find an existing coupon by ID.
Action
Find Customer
Find an existing customer by ID.
Action
Find Fulfillment
Find an existing fulfillment by ID.
Action
Find Fulfillment Item
Find an existing fulfillment item by ID.
Action
Find Line Item
Find an existing line item by ID.
Action
Find Order
Find an existing order by ID.
Action
Find Payment Intent
Find an existing payment intent by ID.
Action
Find Payment Method
Find an existing payment method by ID.
Action
Find Payout
Find an existing payout by ID.
Action
Find Payout Group
Find an existing payout group by ID.
Action
Find Price
Find an existing price by ID.
Action
Find Product
Find an existing product by ID.
Action
Find Promotion
Find an existing promotion by ID.
Action
Find Purchase
Find an existing purchase by ID.
Action
Find Referral
Find an existing referral by ID.
Action
Find Referral Item
Find an existing referral item by ID.
Action
Find Refund
Find an existing refund by ID.
Action
Find Return Item
Find an existing return item by ID.
Action
Find Return Request
Find an existing return request by ID.
Action
Find Subscription
Find an existing subscription by ID.
Action
Find Tracking
Find an existing tracking by ID.
Trigger
New donor
Polling 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 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.
Trigger
New or updated donor
Triggered when a donor is added or updated.
Trigger
New or updated gift
Triggered when a gift (donation) is created or modified.
Trigger
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.
Trigger
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.
Action
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.
Action
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.
Action
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.
Action
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).
Action
Add new donor gift
Creates a new donation (gift) for the donor with the specified ID.
Action
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.
Action
Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
Action
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.
Action
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.
Action
Delete donor
Deletes the donor with the specified Donor Id from DonorPerfect via the dp_deletedonor stored procedure.
Action
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.
Action
Get 20 donor field values
Returns up to 20 field values for the specified donor. An error occurs if the donor is not found.
Action
Get active code by description
Returns the code having the specified description. An error occurs if the code is not found or is inactive.
Action
Get active code description
Gets the specified code's description. An error occurs if the code is not found or is inactive.
Action
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.
Action
Get donor
Returns all available fields for the donor with the specified Donor ID from the DPO donor (dp) table.
Action
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.
Action
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.
Action
Get donor default field info
Returns information about the specified donor field.
Action
Get donor default fields
Returns all default fields for donors.
Action
Get donor gifts
Returns all gifts (donations) for the donor with the specified Donor ID from the DPO dpgift table.
Action
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.
Action
Get donor user-defined field info
Returns information about the specified donor user-defined field.
Action
Get donor user-defined fields
Returns all user-defined donor fields.
Action
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.
Action
Get field display type
Gets the specified field's display type, which can either be "code" or "description"
Action
Get flags by donor ID
Returns the specified donor's flags. No error occurs if the donor is not found.
Action
Get gift
Returns all fields for the gift (donation) with the specified Gift ID from the DPO dpgift table.
Action
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.
Action
List filters
Returns the ID and name of all saved DPO filters that have non-empty names from the dpfilter table.
Action
Post pledge payment
Posts a payment to the specified pledge for the specified donor.
Action
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.

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The other way round: DonorPerfect to SureCart