Connectors

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DonorPerfect

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Log a DonorPerfect donor contact
Write

Log every DonorPerfect donor touchpoint once

For fundraisers who want calls and visits logged accurately in DonorPerfect, just by telling their AI assistant what happened.

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Log a DonorPerfect donor contact
Log a call with Jordan Lee in DonorPerfect today: thanked him for his gift and discussed the gala.
Found Jordan Lee, and there is no contact with this code today. - Activity: CALL, a valid code - Date: 2026-10-07 - Summary: Thanked him for his gift and discussed the gala. - Recent: the last contact was a visit on 2026-09-15 Shall I save this contact?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-donor
donorperfect-get-contact
donorperfect-get-code
donorperfect-save-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

Connect DonorPerfect, pick your AI tool and paste the prompt.

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The problem

Donor touchpoints logged late, or twice

After a call or visit, logging the activity in DonorPerfect is easy to put off, and when two people log the same touchpoint the history gets cluttered. Getting the donor, code and date right each time takes more care than it should.

Without PopdockAI

  • Put off logging until the end of the week
  • Search for the right donor
  • Look up a valid activity code
  • Log a touchpoint a colleague already logged

With PopdockAI

  • The donor is identified with their last three contacts
  • A same-day entry with the same code is flagged
  • The activity code is checked against valid codes
  • Your summary is saved as written after you confirm

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Log a contact against `{donor-name-or-email}` describing `{contact-summary}`, using activity code `{activity-code}` if one is given. Check the donor's recent contact history first.

**Step 1: Identify the donor**

Call `donorperfect-get-donor`, filtering on `email` for an email address and on `last-name.contains` otherwise. Stop if there is no match or more than one. Record the `donor-id`.

**Step 2: Read the recent history**

Call `donorperfect-get-contact` filtered by `donor-id`. Report the last three contacts with their `contact-date`, `by-whom` and `activity-code`.

If a contact with the same activity code already exists on the same date, show it and ask whether this is a separate interaction before writing.

**Step 3: Validate the activity code**

If `{activity-code}` was supplied, confirm it exists with `donorperfect-get-code` using the activity field as `field-name`. If it does not exist, list the valid activity codes and ask which to use. Do not invent one.

**Step 4: Confirm, then write**

Show the contact you are about to log: donor name and id, contact date, activity code, by whom, and the comment text. Ask the user to confirm.

Only after confirmation, call `donorperfect-save-contact` once, with no `contact-id`.

**Step 5: Verify**

Call `donorperfect-get-contact` filtered by `donor-id` and report the stored contact with its id.

**Rules & Guidelines:**

* `donorperfect-save-contact` is the only write tool this prompt may call.
* Put `{contact-summary}` in the comment field as written. Do not embellish it or add detail the user did not give.
* Do not set a due date unless the user asks for a follow up.

**Validation:**

* If `{contact-summary}` is empty, ask what happened and stop.
* If the donor lookup is ambiguous, list the candidates and stop.

Who it's for

One answer, three teams that use it

Major gift officers

Log visits straight after them

Record a visit in one message, with the right code and date.

Log a visit with Priya Shah in DonorPerfect today: toured the new wing, interested in naming.

Development officers

Avoid double entries

A same-day entry with the same code is flagged before saving.

Log a thank you call to Sam Patel in DonorPerfect for his year end gift.

Donor relations

Keep notes exactly as written

Your summary is saved without embellishment.

Add a contact for dana@northwindtraders.com: emailed event invite, code EMAIL.

How it works

What PopdockAI does when you ask

You describe what happened and your AI assistant finds the donor and checks for a duplicate. The contact is saved only after you confirm, exactly as you wrote it.

01

Ask

You give the donor, what happened and optionally an activity code.

Your AI tool

02

Check

It shows the last three contacts and flags a same-day entry with that code.

donorperfect-get-donor
donorperfect-get-contact
donorperfect-get-code

03

Confirm

You see the contact with its validated code and say yes.

No items found.

04

Save

It saves the contact and reads it back with its id.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.

get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-contact

Returns the contacts and activities logged against donors in DonorPerfect: calls, visits, letters and other touchpoints, with their dates, activity codes and notes.
get-data

donorperfect-get-code

Returns the configuration code values behind DonorPerfect's drop-down fields, such as campaign, solicitation, gift type and GL codes. Use it to validate a code before writing a gift, pledge or donor record.
run-action

donorperfect-save-contact

Logs a contact or activity against a donor in DonorPerfect, or updates an existing one when a contact id is supplied. Use it to record calls, visits and other touchpoints.
Read only.Nothing in DonorPerfect Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

A clean contact history for the whole team

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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See Documentation