Connect DonorPerfect and Recurly

Both apps 123DonorPerfect 42Recurly 81

• 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
  Prerenewal of subscription

  Instant trigger: fires before a Recurly subscription renews (webhook).

• Action
  Add add-on to subscription

  Adds an add-on to an existing subscription. An error occurs if the subscription already has the add-on.

• Action
  Add coupon

  Create a new discount coupon.

• Action
  Add coupon redemption

  Apply a coupon to an account or subscription.

• Action
  Add gift card

  Create a new gift card.

• Action
  Add invoice

  Create an invoice for an account's pending line items.

• Action
  Add item

  Create a new catalog item.

• Action
  Add plan

  Create a new subscription plan.

• Action
  Add plan add-on

  Create a new add-on for a subscription plan.

• Action
  Add shipping address

  Create a new shipping address for an account.

• Action
  Add subscription change

  Schedule a pending change to a subscription (e.g. plan or quantity change at renewal).

• Action
  Adjust add-on quantity

  Increases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero!

• Action
  Cancel subscription

  Cancels a subscription so it remains active until the end of the current bill cycle, then expires.

• Action
  Convert trial subscription

  Immediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted.

• Action
  Create account

  Creates a new account. An error occurs if the account code already exists.

• Action
  Create line item

  Creates a one-time charge or credit on the specified account. type is charge or credit.

• Action
  Create purchase - add subscription

  Adds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'.

• Action
  Create purchase - add subscription add-on

  Adds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase.

• Action
  Create purchase - initialize

  Initializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize.

• Action
  Create purchase - submit

  Submits the assembled purchase to Recurly.

• Action
  Create subscription

  Creates a new subscription for an account on a plan. Pass account_code, plan_code, and currency.

• Action
  Deactivate account

  Deactivates (deletes) the specified account.

• Action
  Delete account billing info

  Remove an account's stored billing information.

• Action
  Delete coupon

  Expire a coupon so it can no longer be redeemed.

• Action
  Delete coupon redemption

  Remove an active coupon redemption from an account or subscription.

• Action
  Delete item

  Deactivate an item so it cannot be bought again. Existing line items are unaffected.

• Action
  Delete line item

  Delete an uninvoiced line item.

• Action
  Delete plan

  Remove a subscription plan.

• Action
  Delete plan add-on

  Remove an add-on from a plan.

• Action
  Delete shipping address

  Remove an account's shipping address.

• Action
  Delete subscription change

  Cancel a subscription's pending scheduled change.

• Action
  Delete usage record

  Deletes a usage record from a subscription add-on.

• Action
  Get account

  Returns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code.

• Action
  Get account balance

  Fetch an account's current balance and past-due status.

• Action
  Get account billing info

  Returns the billing information for the specified account.

• Action
  Get add-on

  Fetch a single add-on by ID.

• Action
  Get all subscriptions

  Returns all subscriptions for the account.

• Action
  Get coupon

  Fetch a coupon by its code.

• Action
  Get gift card

  Fetch a gift card by ID.

• Action
  Get invoice

  Returns the specified invoice. ID may be a Recurly UUID or the invoice number.

• Action
  Get item

  Fetch a catalog item by ID.

• Action
  Get line item

  Fetch a single line item by ID.

• Action
  Get plan

  Returns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code.

• Action
  Get shipping address

  Fetch an account's shipping address.

• Action
  Get subscription

  Returns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value.

• Action
  Get subscription add-ons

  Returns all add-ons for the specified subscription.

• Action
  Get subscription change

  Fetch a subscription's pending scheduled change.

• Action
  Get transaction

  Fetch a single payment transaction by ID.

• Action
  List account invoices

  Returns the invoices for the specified account.

• Action
  List account line items

  Returns the line items (charges and credits) for the specified account.

• Action
  List account notes

  List the notes on an account.

• Action
  List accounts

  Returns a list of accounts. Supports limit, order, sort, and state filters.

• Action
  List account subscriptions

  Returns the subscriptions for the specified account.

• Action
  List active coupon redemptions

  Read the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it.

• Action
  List a subscription add-on's usage records

  Lists all usage records for a subscription add-on for the specified subscription.

• Action
  List coupons

  Returns a list of coupons for the site.

• Action
  List credit payments

  List credit payments issued across the site.

• Action
  List gift cards

  List gift cards issued on the site.

• Action
  List invoices

  Returns a list of all invoices on the site. Supports limit and state filters.

• Action
  List items

  List a site's catalog items.

• Action
  List plans

  Returns a list of plans for the site.

• Action
  List shipping addresses

  List an account's shipping addresses.

• Action
  List subscriptions

  Returns a list of all subscriptions. Supports limit and state filters.

• Action
  List transactions

  List payment transactions across the site.

• Action
  Log a usage record on subscription add-on

  Logs a usage record on the specified subscription add-on.

• Action
  Pause subscription

  Pauses a subscription for the given number of remaining billing cycles.

• Action
  Reactivate account

  Reactivate an inactive Recurly account.

• Action
  Reactivate subscription

  Reactivates a canceled subscription so it renews at the end of the current bill cycle.

• Action
  Redeem gift card

  Redeem a gift card's redemption code onto an account.

• Action
  Refund invoice

  Issue a refund against an invoice.

• Action
  Remove add-on from subscription

  Removes an add-on from a subscription.

• Action
  Terminate subscription

  Immediately terminates a subscription. refund may be none, partial, or full.

• Action
  Update account

  Updates the specified account.

• Action
  Update account billing info

  Set or replace an account's credit card / payment billing information.

• Action
  Update coupon

  Update an active coupon's details.

• Action
  Update item

  Update an existing catalog item.

• Action
  Update plan

  Update an existing subscription plan.

• Action
  Update plan add-on

  Update an existing plan add-on.

• Action
  Update shipping address

  Update an account's shipping address.

• Action
  Update subscription renewal date

  For an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires.

• Action
  Void invoice

  Void a credit invoice.

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