Connect Beehiiv and DonorPerfect

Both apps 93Beehiiv 51DonorPerfect 42

• Trigger
  List automations

  poll for automations; new automations surface over time (trigger).

• Trigger
  List newsletter lists

  poll newsletter lists; new lists surface over time (trigger).

• Trigger
  List polls

  poll for polls; new polls surface over time (trigger).

• Trigger
  List segment subscriber IDs

  poll subscriber IDs in a segment; new IDs surface over time (trigger).

• Trigger
  List segment subscribers

  poll subscribers in a segment; new members surface over time (trigger).

• Trigger
  List tiers

  poll subscription tiers; new tiers surface over time (trigger).

• Trigger
  New subscriber to publication

  Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.

• Trigger
  New unsubscriber to publication

  Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.

• Action
  Add subscription tag

  add a tag to a subscription.

• Action
  Bulk create subscription

  create multiple subscriptions in a single bulk request.

• Action
  Create custom field

  create a new custom field.

• Action
  Create newsletter list

  create a new newsletter list.

• Action
  Create segment

  create a new segment.

• Action
  Create subscription

  Creates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.

• Action
  Delete custom field

  delete a custom field.

• Action
  Delete newsletter list

  delete a newsletter list.

• Action
  Delete segment

  delete a segment.

• Action
  Delete subscription

  Remove a subscriber from a publication.

• Action
  Get aggregate stats

  get aggregate statistics across posts.

• Action
  Get author

  get details for a specific author.

• Action
  Get custom field

  get details for a specific custom field.

• Action
  Get newsletter list

  get details for a specific newsletter list.

• Action
  Get newsletter list subscription

  get details for a newsletter list subscription.

• Action
  Get post

  Retrieve a single post by ID. Returns content, stats, and publish status.

• Action
  Get post templates

  get available post templates for a publication.

• Action
  Get publication

  get details for a specific publication.

• Action
  Get publication engagements

  get aggregate engagement stats for a publication.

• Action
  Get publications by subscription email

  get publications associated with a subscriber email.

• Action
  Get referral program

  get referral program details for a publication.

• Action
  Get segment

  get details for a specific segment.

• Action
  Get subscription by email

  Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.

• Action
  Get subscription by ID

  get details for a subscription by its ID.

• Action
  Get subscription update

  get a specific bulk subscription update record.

• Action
  Identify user

  get current OAuth user info.

• Action
  Identify workspace

  get current workspace info.

• Action
  List authors

  list all authors for a publication.

• Action
  List complimentary access

  list free access grants for a publication.

• Action
  List condition sets

  list all condition sets for a publication.

• Action
  List custom fields

  List a publication's subscriber custom fields. Returns field names and types for mapping.

• Action
  List posts

  List posts for a publication. Returns posts with status, audience, and publish metadata.

• Action
  List publications

  List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.

• Action
  List segments

  List segments for a publication. Returns segment ids, names, and types for audience targeting.

• Action
  List subscriptions

  List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.

• Action
  List subscription updates

  list bulk subscription update records.

• Action
  Recalculate segment

  recalculate segment membership.

• Action
  Update a tier

  update an existing tier.

• Action
  Update custom field

  update an existing custom field.

• Action
  Update subscription by email

  Update an existing subscriber identified by email. Changes tier, status, or custom fields.

• Action
  Update subscription by ID

  update a subscription by its ID.

• Action
  Update subscriptions

  update multiple subscriptions at once.

• Action
  Update subscriptions' status

  bulk update subscription status.

• 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 record to a donor in DonorPerfect via the dp_saveotherinfo stored procedure. Supply Donor Id, and optionally the date and comments.

• 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 donor by first and last name

  Returns the first donor whose first and last name exactly match, plus how many donors matched

• 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 contact

  Returns a single DonorPerfect contact (activity) record by its contact ID, with its standard contact columns.

• 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, with the donor's standard fields. Use Get donor user-defined field values for custom fields. 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
  Get other info

  Returns one DonorPerfect Other Info record by its id, with its standard columns.

• 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
  Set gift custom field

  Sets one of your organization's custom fields (such as Class) on an existing gift

• 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.

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