Connect DonorPerfect and FreeAgent

Both apps 98DonorPerfect 42FreeAgent 56

• 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.

• Trigger
  New Bank Transaction

  Triggers when a new transaction appears in a FreeAgent bank account.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New or Updated Contact

  Triggers when a contact is created or changed in FreeAgent.

• Trigger
  New or Updated Timeslip

  Triggers when a timeslip (time entry) is created or edited in FreeAgent.

• Trigger
  New Project

  Triggers when a new project is created.

• Action
  Convert Estimate to Invoice

  Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice.

• Action
  Create Bill

  Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill.

• Action
  Create Contact

  Create a new contact.

• Action
  Create Credit Note

  Creates a draft credit note for a FreeAgent contact, with optional line items.

• Action
  Create Estimate

  Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items.

• Action
  Create Expense

  Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details.

• Action
  Create Invoice

  Create an invoice for a contact.

• Action
  Create Mileage Claim

  Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim.

• Action
  Create Note

  Adds a note to a FreeAgent contact or project.

• Action
  Create Price List Item

  Creates a price list item in FreeAgent that can be added to invoices and estimates.

• Action
  Create Project

  Create a project for a contact.

• Action
  Create Task

  Creates a task under a FreeAgent project.

• Action
  Create Timeslip

  Create a timeslip (time tracking entry).

• Action
  Delete Contact

  Delete a contact by id.

• Action
  Delete Invoice

  Deletes an invoice from FreeAgent.

• Action
  Delete Timeslip

  Deletes a timeslip from FreeAgent.

• Action
  Explain Bank Transaction

  Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation.

• Action
  Find Contact by Email

  Finds FreeAgent contacts whose email or billing email matches the given address.

• Action
  Get Bill

  Returns a single bill, including its line items, by its ID.

• Action
  Get Contact

  Get a single contact by id.

• Action
  Get Credit Note

  Returns a single FreeAgent credit note, including its line items, status and totals.

• Action
  Get Estimate

  Returns a single FreeAgent estimate with its line items.

• Action
  Get Expense

  Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details.

• Action
  Get Invoice

  Get a single invoice by id.

• Action
  Get Note

  Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps.

• Action
  Get Price List Item

  Returns a single price list item from FreeAgent by its ID.

• Action
  Get Project

  Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details.

• Action
  Get Timeslip

  Returns a single FreeAgent timeslip, including its hours, date, user, project and task.

• Action
  List Bank Accounts

  Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts.

• Action
  List Bank Transactions

  Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status.

• Action
  List Bills

  List bills.

• Action
  List Categories

  Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts.

• Action
  List Contacts

  List contacts in FreeAgent.

• Action
  List Corporation Tax Returns

  Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status.

• Action
  List Estimates

  List estimates.

• Action
  List Expenses

  List expenses.

• Action
  List Invoices

  List invoices.

• Action
  List Projects

  List projects.

• Action
  List Self Assessment Returns

  Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status.

• Action
  List Tasks

  Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date.

• Action
  List Timeslips

  List timeslips (time tracking entries).

• Action
  List Users

  Returns the users on the FreeAgent account, optionally filtered to staff or advisors.

• Action
  Mark Invoice as Cancelled

  Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date.

• Action
  Mark Invoice as Sent

  Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice.

• Action
  Update Bill

  Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed.

• Action
  Update Contact

  Update an existing contact.

• Action
  Update Expense

  Updates an existing expense in FreeAgent, changing only the details you supply.

• Action
  Update Invoice

  Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed.

• Action
  Update Timeslip

  Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed.

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