Xledger + DonorDock Integrations, Built by an AI Agent

Triggers when an AP transaction is modified.

Triggers when an AR transaction is modified.

Triggers when a customer is modified.

Triggers when a donor is modified.

Triggers when a journal entry is modified.

Triggers when a project is modified.

Creates a donation deposit along with one row of details.

Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.

Creates an employee in Xledger. This include user, contact and supplier creation. The new employee and user will have the employee role by default.

Creates an expense detail line.

Creates a GL import item.

Creates an invoice line in the invoice base.

Triggers when a new badge is added to a contact record.

Triggered when a gift batch is closed in DonorDock.

Triggers when a gift is updated in DonorDock

Triggers when a contact is added to a marketing list.

Triggers when a new activity is created in DonorDock.

Triggers when a new appeal is created.

Adds a badge to a contact.

Creates a new activity.

Creates a new Appeal.

Creates a new campaign in DonorDock.

Creates a new Contact in DonorDock.

Creates a new fund in DonorDock.