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Connect DonorPerfect and Gmail

Integrate DonorPerfect with Gmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between DonorPerfect and Gmail.

When this happensTriggers

A trigger is an event that starts a workflow.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Email Arrives

New Email Arrives

Runs when new email arrives. Filter by label, sender, or subject and choose to include or ignore replies.

New Email Sent

New Email Sent

Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.

Request a new Trigger for DonorPerfect

Do thisActions

Action is the task that follows automatically within your DonorPerfect integrations.

Create or Update Donor

Create or Update Donor

Creates a new donor/contact record in DonorPerfect, or updates an existing one if a Donor ID is supplied.

Create or Update Gift

Create or Update Gift

Create a new gift or update one by Gift ID; set donor, date, amount, and optional field groups.

Find Donor

Find Donor

Search donors by email, donor ID, name, or address fields; returns up to 500 recent donors if no search provided.

List Donations

List Donations

List donations from DonorPerfect, filtered by donor or record type.

Send Email

Send Email

send a new email message.

Modify Email Labels

Modify Email Labels

Add or remove labels on a message or thread; target by thread ID, message ID, or search filters.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate DonorPerfect and Gmail workflows.

Video 2

Learn how to automate DonorPerfect and Gmail workflows.

Video 3

Learn how to automate DonorPerfect and Gmail workflows.

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Integrations DonorPerfect
DonorPerfect + Gmail
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About DonorPerfect

DonorPerfect is a comprehensive fundraising software designed to help non-profit organizations manage their donor relationships, track donations, and streamline their fundraising efforts. It offers tools for donor management, online fundraising, event planning, and reporting, making it easier for organizations to engage with their supporters and maximize their fundraising potential.

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Frequently Asked Questions

How do I connect DonorPerfect and Gmail?

Sign up for a free viaSocket account, then authorize both your DonorPerfect and Gmail accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between DonorPerfect and Gmail as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from DonorPerfect to Gmail?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Gmail. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where DonorPerfect triggers actions in Gmail, and a separate workflow where Gmail triggers actions in DonorPerfect. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between DonorPerfect and Gmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire DonorPerfect and Gmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.