Use actions to add more functionality to your applications. Choose from standard actions, such as processing gift entries, update processed gift entries, manage gift default designations, and manage gift transaction designations.
To know more about invocable actions, see Actions Developer Guide and REST API Developer Guide.
Updates the status of a gift commitment to closed and updates the status for each of its unpaid and failed gift transactions.
Manage Custom Gift Commitment Schedules Action
Creates or updates up to 15 custom gift commitment schedule records and their associated gift transaction records.
Manage Gift Default Designations Action
Creates and manages Gift Default Designation records for a gift entry associated with a campaign, opportunity, or gift commitment.
Manage Gift Transaction Designations Action
Creates and manages Gift Transaction Designation records for a gift transaction.
Manage Recurring Gift Commitment Schedule Action
Creates or updates a recurring type of gift commitment schedule record and creates the first upcoming gift commitment transaction record.
Processes, singly or as part of a batch, a specified gift entry ID, creating related donor, gift transaction, gift transaction designation, and gift soft credit records. You may also test gift entry processing to check for errors before creating related records.
Pause Gift Commitment Schedule Action
Pauses a gift commitment schedule for a specified period of time.
Process Gift Commitment Action
Updates the status and other relevant fields for a gift commitment based on the statuses of the associated gift transactions and the current gift commitment schedule.
Resume Gift Commitment Schedule Action
Resumes a paused gift commitment schedule on a specified date.
Update Processed Gift Entries Action
Updates the status of a specified gift entry record that is already processed. If the processing fails, the failure reason is updated.
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