Connect DonorPerfect and Google Docs

Both apps 98DonorPerfect 42Google Docs 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
  Document Deleted

  Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

• Trigger
  Document Placeholder Filled

  Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

• Trigger
  Document Search Update

  Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

• Trigger
  Document Structure Changed

  Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

• Trigger
  Document Updated

  Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

• Trigger
  Document Word Count Threshold

  Triggers when a Google Doc's word/character count crosses a user-defined threshold. This trigger monitors a specific Google Doc and fires when its word or character count becomes greater than or equal to the configured threshold value.

• Trigger
  Keyword Detected in Document

  Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.

• Trigger
  New Document Added

  Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.

• Trigger
  New Document Created

  Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

• Trigger
  New Folder Created in Root

  Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory.

• Action
  Copy Document

  Tool to create a copy of an existing google document. use this to duplicate a document, for example, when using an existing document as a template. the copied document will have a default title (e.g., 'copy of [original title]') if no new title is provided, and will be placed in the user's root google drive folder.

• Action
  Create And Populate Table

  Creates a new table in a Google Document and populates its cells with provided text data in a single operation. Use this action when you need to insert a structured table with predefined content into a document. The action handles both table creation and cell population automatically, eliminating the need for separate operations.

• Action
  Create Document

  Creates a new google docs document using the provided title as filename and inserts the initial text at the beginning if non-empty, returning the document's id and metadata (excluding body content).

• Action
  Create Document Markdown

  Creates a new google docs document, optionally initializing it with a title and content provided as markdown text.

• Action
  Create Footer

  Tool to create a new footer in a google document. use when you need to add a footer, optionally specifying its type and the section it applies to.

• Action
  Create Footnote

  Tool to create a new footnote in a google document. use this when you need to add a footnote at a specific location or at the end of the document body.

• Action
  Create Header

  Tool to create a new header in a google document. use this tool when you need to add a header to a document, optionally specifying the section it applies to.

• Action
  Create Named Range

  Tool to create a new named range in a google document. use this to assign a name to a specific part of the document for easier reference or programmatic manipulation.

• Action
  Create Paragraph Bullets

  Tool to add bullets to paragraphs within a specified range in a google document. use when you need to format a list or a set of paragraphs as bullet points.

• Action
  Create Tab

  Creates a new tab in a Google Docs document. Tabs allow you to organize document content into separate sections within a single document. Use this action when you need to add a new organizational tab to a document. When a tab is added at a specified index, all subsequent tabs' indexes are automatically incremented.

• Action
  Delete Content Range

  Tool to delete a range of content from a google document. use when you need to remove a specific portion of text or other structural elements within a document.

• Action
  Delete Footer

  Tool to delete a footer from a google document. use when you need to remove a footer from a specific section or the default footer.

• Action
  Delete Header

  Deletes the header from the specified section or the default header if no section is specified. use this tool to remove a header from a google document.

• Action
  Delete Named Range

  Tool to delete a named range from a google document. use when you need to remove a previously defined named range by its id or name.

• Action
  Delete Paragraph Bullets

  Tool to remove bullets from paragraphs within a specified range in a google document. use when you need to clear bullet formatting from a section of a document.

• Action
  Delete Tab

  Deletes a tab from a Google Document. This action is irreversible — the tab cannot be recovered once removed. Use when you need to remove a tab and all its child tabs from a document's tab structure.

• Action
  Delete Table

  Tool to delete an entire table from a google document. use when you have the document id and the specific start and end index of the table element to be removed. the table's range can be found by inspecting the document's content structure.

• Action
  Delete Table Column

  Tool to delete a column from a table in a google document. use this tool when you need to remove a specific column from an existing table within a document.

• Action
  Delete Table Row

  Tool to delete a row from a table in a google document. use when you need to remove a specific row from an existing table.

• Action
  Export Document As Pdf

  Tool to export a Google Docs file as PDF using the Google Drive API. Use when you need to generate a PDF version of a Google Docs document for download or distribution. Note: Google Drive enforces a 10MB limit on export content.

• Action
  Get Docs Drive File Metadata

  Get selected metadata fields for one Google Drive file by ID.

• Action
  Get Docs Spreadsheet Values

  Read cell values from one range in a Google Sheets spreadsheet.

• Action
  Get Document By Id

  Retrieves an existing google document by its id; will error if the document is not found.

• Action
  Get Document End Index

  Retrieves the end index and paragraph structure of a Google Document or specific segment. Use this action when you need to determine valid insertion points for text operations, especially before using insertText requests. The end index represents the maximum boundary of the document body or specified segment (header, footer, footnote, or tab).

• Action
  Get Document Plaintext

  Retrieve a Google Doc by ID and return a best-effort plain-text rendering. Converts document structure into plain text including paragraphs, lists, and tables without requiring clients to traverse complex Docs API JSON.

• Action
  Insert Image In Table Cell

  Inserts an image from a given URI into a specific table cell in a Google Document. Use this action when you need to add an image to a particular cell within a table. The action identifies the target cell by table start index, row index, and column index, then inserts the image at the specified position within that cell's content.

• Action
  Insert Inline Image

  Tool to insert an image from a given uri at a specified location in a google document as an inline image. use when you need to add an image to a document programmatically.

• Action
  Insert Page Break

  Tool to insert a page break into a google document. use when you need to start new content on a fresh page, such as at the end of a chapter or section.

• Action
  Insert Table Action

  Tool to insert a table into a google document. use when you need to add a new table at a specific location or at the end of a segment (like document body, header, or footer) in a document.

• Action
  Insert Table Column

  Tool to insert a new column into a table in a google document. use this tool when you need to add a column to an existing table at a specific location.

• Action
  Insert Table Row

  Inserts a new row into a table in a Google Document at a specified location. Use this action when you need to add a row to an existing table, either above or below a reference cell location.

• Action
  Insert Text Action

  Tool to insert a string of text at a specified location within a google document. use when you need to add new text content to an existing document.

• Action
  Insert Text In Table Cell

  Inserts text into a specific cell of a table in a Google Document by row and column position. Use this action when you need to add or update text content in a table cell at a known row and column index. To use this action, you must first retrieve the document structure using GOOGLEDOCS_GET_DOCUMENT_BY_ID to find the table's start index. Then specify the target cell by its zero-based row and column indices (e.g., row_index=0, column_index=0 for the top-left cell).

• Action
  List Drive Item Permissions

  List permissions for a Google Drive file, folder, or shared drive.

• Action
  List Spreadsheet Charts

  Tool to retrieve a list of all charts from a specified Google Sheets spreadsheet. Use when you need to get chart IDs and their specifications for embedding or referencing elsewhere, such as in Google Docs.

• Action
  Replace All Text

  Tool to replace all occurrences of a specified text string with another text string throughout a google document. use when you need to perform a global find and replace operation within a document.

• Action
  Replace Image

  Tool to replace a specific image in a document with a new image from a uri. use when you need to update an existing image within a google doc.

• Action
  Search Documents

  Search for google documents using various filters including name, content, date ranges, and more.

• Action
  Unmerge Table Cells

  Tool to unmerge previously merged cells in a table. use this when you need to revert merged cells in a google document table back to their individual cell states.

• Action
  Update Document Markdown

  Replaces the entire content of an existing google docs document with new markdown text; requires edit permissions for the document.

• Action
  Update Document Section Markdown

  Tool to insert or replace a section of a Google Docs document with Markdown content. Use when you need to update only a section of a document by specifying start and optional end indices. Supports full Markdown formatting.

• Action
  Update Document Style

  Tool to update the overall document style, such as page size, margins, and default text direction. use when you need to modify the global style settings of a google document.

• Action
  Update Existing Document

  Applies programmatic edits, such as text insertion, deletion, or formatting, to a specified google doc using the `batchupdate` api method.

• Action
  Update Table Row Style

  Tool to update the style of a table row in a google document. use when you need to modify the appearance of specific rows within a table, such as setting minimum row height or marking rows as headers.

• Action
  Update Tab Properties

  Updates properties of a document tab such as title, parent tab, index, and icon emoji. Use this action when you need to rename a tab, change its emoji icon, move it within the tab hierarchy, or reorganize tab structure.

• Action
  Upload Drive File

  Upload a file of 5 MiB or less to Google Drive using multipart upload.

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