Integration

Connect Timing to DonorPerfect

When something happens in Timing, 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.

Timing4 triggersTiming19 actionsDonorPerfect6 triggersDonorPerfect32 actions

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What do you want Timing and DonorPerfect to do together?

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Everything your agent can do with Timing and DonorPerfect

Triggers and actions 10 triggers · 51 actions

Trigger
New Project
Triggered when a new project is created in Timing.
Trigger
New Team
Triggered when you are added to a new team in Timing.
Trigger
New Time Entry
Triggered when a new time entry is logged in Timing.
Trigger
New Timer Started and Running
Triggered when a new timer is started and is still running in Timing.
Action
Batch Update Time Entries
Updates several Timing time entries at once — moves them to a project, retitles them, sets notes, billing status or custom fields. Anything left blank is left untouched on the entries.
Action
Create Project
Creates a new project in Timing, optionally under a parent project, and returns the created project.
Action
Create Time Entry
Logs a finished block of work in Timing between a start and end time, optionally against a project, and returns the created time entry.
Action
Delete Project
Deletes a project in Timing, along with all of its child projects.
Action
Delete Time Entry
Deletes a time entry in Timing.
Action
Find Project
Searches your Timing projects by title and returns the first match, plus the full list of matches.
Action
Find Team
Finds a team you belong to in Timing by its name and returns the first match, plus every team whose name matched.
Action
Get Activity Hierarchy
Returns a readable breakdown of what you worked on in Timing over a date range, as tab-indented text grouped by project and app with durations.
Action
List Projects
Returns the projects you can see in Timing, optionally filtered by title, team, or hiding archived ones.
Action
List Teams
Returns all the Timing teams you are a member of.
Action
List Time Entries
Returns your Timing time entries, optionally narrowed by date range, project, team member, search text or billing status.
Action
Show Latest Time Entry
Returns your most recent time entry in Timing.
Action
Show Project
Returns a single Timing project with its colour, notes, billing default, parent and child projects.
Action
Show Running Timer
Returns the timer that is currently running in Timing. Errors with a not-found if no timer is running.
Action
Show Time Entry
Returns a single Timing time entry with its times, duration, project, notes and billing status.
Action
Start Timer
Starts a running timer in Timing, stopping any timer that is already running, and returns the new entry.
Action
Stop Timer
Stops the timer that is currently running in Timing and returns the finished time entry.
Action
Update Project
Updates a Timing project's name, colour, notes, archive state or billing default. Anything left blank keeps its current value.
Action
Update Time Entry
Updates a Timing time entry — its times, project, title, notes or billing status. Anything left blank keeps its current value.
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.

Each app on its own

The other way round: DonorPerfect to Timing