Connect DNSFilter and DonorPerfect

Both apps 75DNSFilter 33DonorPerfect 42

• Trigger
  Blocked Page Form Submitted

  Triggers when a user submits the form on the blocked page.

• Trigger
  Blocked Page Visited

  Triggered when someone in your DNSFilter account hits a blocked page.

• Trigger
  Invoice Available

  Triggered when a new DNSFilter invoice becomes available.

• Trigger
  Policy Changed

  Triggered when a DNSFilter policy is created or changed.

• Action
  Add IP address

  Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy.

• Action
  Add organization user

  Adds a new or existing user, by email, to a DNSFilter organization with the chosen role.

• Action
  Add policy

  Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings.

• Action
  Add scheduled report

  Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule.

• Action
  Add to Allow List

  Adds a single domain to a DNSFilter policy's allow list, with a note explaining why.

• Action
  Add to Block List

  Adds a single domain to a DNSFilter policy's block list, with a note explaining why.

• Action
  Allow Category in a Policy

  Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list.

• Action
  Assign Policy to a Roaming Client

  Assigns a DNSFilter policy to a roaming client, so that device filters against that policy.

• Action
  Assign Policy to a Site

  Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy.

• Action
  Block Category in a Policy

  Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list.

• Action
  Create Organization

  Creates a new organization under an MSP in DNSFilter.

• Action
  Create Site

  Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page.

• Action
  Delete IP address

  Removes an IP address from your DNSFilter account.

• Action
  Delete organization user

  Removes a user from a DNSFilter organization. The user's account itself is not deleted.

• Action
  Delete policy

  Deletes a policy from your DNSFilter account.

• Action
  Delete site

  Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted.

• Action
  Find domain by FQDN

  Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications.

• Action
  Get organization

  Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found.

• Action
  Get policy

  Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found.

• Action
  Get site

  Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies.

• Action
  List categories

  Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat.

• Action
  List IP addresses

  Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term.

• Action
  List organizations

  Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP.

• Action
  List organization users

  Returns the users of a DNSFilter organization, with their contact details, role and organization access.

• Action
  List policies

  Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings.

• Action
  List sites

  Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned.

• Action
  Update organization

  Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization.

• Action
  Update policy

  Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications.

• Action
  Update site

  Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site.

• 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.