Connectors

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DonorPerfect

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Record a DonorPerfect gift
Write

Record DonorPerfect gifts once, with valid codes

For gift processors who want a gift entered in DonorPerfect without typos or double entries, just by asking their AI assistant.

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Record a DonorPerfect gift
Record a 500 gift from Jordan Lee on October 5 to the Fall Appeal in DonorPerfect.
Found Jordan Lee, and no gift of 500 on 2026-10-05 is on file. - Amount: 500.00 - Date: 2026-10-05 - Campaign: FALL26, Fall Appeal - GL code: 4100, from the code list Shall I save this gift?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-donor
donorperfect-get-code
donorperfect-get-gift
donorperfect-save-gift

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

A typo in a code or a double entry throws off receipts

Entering a gift by hand in DonorPerfect means finding the right donor, checking the codes exist and making sure a colleague did not already enter it. A typo in a code or a double entry throws off receipts and reconciliation.

Without PopdockAI

  • Search for the donor
  • Look up valid campaign and GL codes
  • Check whether the gift is already there
  • Fix the receipt after the mistake

With PopdockAI

  • The donor is identified, never created
  • Campaign, GL and solicitation codes are validated, never invented
  • A same amount, same date gift stops the process
  • The gift is saved once after you confirm, then read back

The prompt

Use this prompt

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

Prompt
**Objective:** Record a gift of `{amount}` from `{donor-name-or-email}`, dated `{gift-date}`, against campaign `{campaign}` if one is given. Resolve the donor and validate every code before writing anything.

**Step 1: Identify the donor**

Call `donorperfect-get-donor`, filtering on `email` if `{donor-name-or-email}` is an email address and on `last-name.contains` otherwise. If no donor matches, or more than one does, report the candidates and stop. Do not create a donor. Record the `donor-id`.

**Step 2: Validate the codes**

If `{campaign}` was supplied, call `donorperfect-get-code` with `field-name` set to the campaign field and confirm the value exists. If it does not, list the closest valid codes and stop.

Do the same for any GL or solicitation code the user asks for. Never invent a code value.

**Step 3: Check for a duplicate**

Call `donorperfect-get-gift` filtered by `donor-id` and by `gift-date.from` and `gift-date.to` covering `{gift-date}`. If a gift of the same amount already exists on that date, show it, say it looks like a duplicate, and stop.

**Step 4: Confirm, then write**

Show the exact gift you are about to record: donor name and id, amount, date, campaign, record type. Ask the user to confirm in plain words.

Only after the user confirms, call `donorperfect-save-gift` exactly once, with no `gift-id` so that a new gift is created.

**Step 5: Verify**

Call `donorperfect-get-gift` filtered by `donor-id` and the gift date, and report the stored gift back with its `gift-id`.

**Rules & Guidelines:**

* `donorperfect-save-gift` is the only write tool this prompt may call, and it may be called once.
* Never supply a `gift-id`. Updating an existing gift is out of scope here.
* If the donor does not exist, stop. Do not call `donorperfect-save-donor`.

**Validation:**

* If `{amount}` is not a plain number, or `{gift-date}` is not a clear date, ask for it again and stop.
* If the user does not confirm, write nothing and say so.

Who it's for

One answer, three teams that use it

Gift processors

Enter gifts quickly and correctly

Codes and duplicates are checked for you on every entry.

Record a 250 gift from Sam Patel on November 1 to the Annual Fund in DonorPerfect.

Development officers

Record a gift from a visit

Log a gift you received without opening the gift entry screen.

Record a 1,000 check from priya@contoso.com today for the Spring Gala.

Nonprofit accountants

Start reconciliation from clean data

No double entries and no invented codes.

Add a 75 gift from Dana Whitfield dated October 28 with GL code 4010.

How it works

What PopdockAI does when you ask

You give the amount, donor and date, and your AI assistant checks the donor, codes and duplicates. The gift is saved only after you confirm.

01

Ask

You give the amount, donor, date and optionally a campaign.

Your AI tool

02

Check

It finds the donor, validates the codes and stops on a likely duplicate.

donorperfect-get-donor
donorperfect-get-code
donorperfect-get-gift

03

Confirm

You see the exact gift before it is saved.

No items found.

04

Save

It writes the gift once and reads it back with its new gift 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-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.
get-data

donorperfect-get-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
run-action

donorperfect-save-gift

Records a gift against a donor in DonorPerfect, or updates an existing gift when a gift id is supplied. Takes the amount, date, campaign, solicitation and GL codes.
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

Gifts recorded once, with valid codes

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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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