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DonorPerfect

DonorPerfect Integrations

Integrate DonorPerfect with other apps and automate your workflow

Nonprofits use DonorPerfect Fundraising Software for their Donor Management, Grant & Gift Tracking, Moves Management, Mass Mailing needs and more.
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Triggers (6)
Calculate total gifts for previous day
Calculates the total gifts for the previous day.
New donation
Triggered when new donation is created.
New donor
Triggered when any new donor is added.
New or updated donor
Triggered when a donor is added or updated. NOTE: only supports up to 500 new or updated donors per day.
Two-way sync new and updated donations
A trigger for two-way syncing new or updated donations. Can only be used with two-way sync actions. NOTE: only supports up to 500 new or updated donations per day.
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. NOTE: only supports up to 500 new or updated donors per day.
Actions (22)
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 new contact to the specified donor.
Add donor
Adds a new donor.
Add new address
Adds a new address to the specified donor.
Add new donor gift by email
Creates a new donation with custom field for the donor with the specified email.
Add new donor gift by ID
Creates a new donation with custom field for the donor with the specified ID.
Add new pledge
Adds a new pledge to the specified donor. If successful, the pledge's ID is output.
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.
Add other info by ID
Adds "other info" for the donor with the specified ID. The other info is not added if the donor is not found.
Delete donor
Deletes a specified donor. No error occurs if the donor is not found.
Get campaign by code
Get campaign details by campaign code. An error occurs if the code is not found.
Get campaign by name
Get campaign details by campaign name. An error occurs if not found.
Get donor by donor id
Get donor details by donor id
Get donor by email
Returns all available donor fields for the specified email address. An error occurs if multiple donors are found with the specified email. No error occurs if the email is not found, the emitted 'donor_id' will be empty instead.
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 by id
Returns all available donor fields for the specified donor id. No error occurs if the donor is not found, the emitted 'donor_id' will be empty instead.
Get gift by ID
Returns all available gift fields for the specified gift id. No error occurs if the gift is not found, the emitted 'gift_id' will be empty instead.
Post pledge payment
Posts a payment to the specified pledge for the specified donor.
Remove donor email
Removes a donor's email. No error occurs if a donor is not found with the specified email.
Two-way sync add or update a donor
An action for two-way syncing new and updated donors, with enhanced on-the-fly mapping using donor email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update donor
Updates a donor by Donor ID if provided, otherwise by Email. The donor's email can be set to empty by passing "None" as a value. An error occurs if the donor is not found.
Update donor multivalue field using db data
Adds a multivalue field into Donor Perfect, using data stored in the keyvalues table. After the value is successfully added, it is then removed from the keyvalues table.
DonorPerfect Templates
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