Deltek Vantagepoint and Raiser's Edge NXT integrations and automations

Seamlessly connect Deltek Vantagepoint and Raiser's Edge NXT. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Triggers

When this happens…

Deltek Vantagepoint
  • Account Created Real-time
    Account Created in Deltek vantagepoint
  • Account Deleted Real-time
    Account Deleted in Deltek vantagepoint
  • Account Updated Real-time
    Account Updated in Deltek vantagepoint
  • AP Voucher Posted (Polling)
    New posted ap voucher in Vantagepoint
  • Contact Created Real-time
    Contact Created in Deltek vantagepoint
  • Contact Deleted Real-time
    Contact Deleted in Deltek vantagepoint
  • Contact Updated Real-time
    Contact Updated in Deltek vantagepoint
  • Employee Created Real-time
    Employee Created in Deltek vantagepoint
  • Employee Deleted Real-time
    Employee Deleted in Deltek vantagepoint
  • Employee Updated Real-time
    Employee Updated in Deltek vantagepoint
  • Employee Expense Posted (Polling)
    New posted employee expenses in Vantagepoint
  • Firm Created Real-time
    Firm Created in Deltek vantagepoint
  • Firm Deleted Real-time
    Firm Deleted in Deltek vantagepoint
  • Firm Updated Real-time
    Firm Updated in Deltek vantagepoint
  • Transaction Posted Real-time
    Transaction Posted in Deltek vantagepoint
  • Journal Entry Posted (Polling)
    New posted journal entry in Vantagepoint
  • Marketing Campaign Created Real-time
    Marketing Campaign Created in Deltek vantagepoint
  • Marketing Campaign Deleted Real-time
    Marketing Campaign Deleted in Deltek vantagepoint
  • Marketing Campaign Updated Real-time
    Marketing Campaign Updated in Deltek vantagepoint
  • PSA Ledger Updated (Polling)
    PSA Ledger Updated (Polling) in Deltek vantagepoint
  • Activity Created/Updated (Polling)
    Activity created/updated in Vantagepoint
  • Marketing Campaign Created/Updated (Polling)
    Marketing Campaign created/updated in Vantagepoint
  • Contact Created/Updated (Polling)
    Contact created/updated in Vantagepoint
  • Employee Created/Updated (Polling)
    Employee created/updated in Vantagepoint
  • Firm Created/Updated (Polling)
    Firm created/updated in Vantagepoint
  • Project Created/Updated (Polling)
    Project created/updated in Vantagepoint
  • User Created/Updated (Polling)
    User created/updated in Vantagepoint
  • Project Created Real-time
    Project Created in Deltek vantagepoint
  • Project Deleted Real-time
    Project Deleted in Deltek vantagepoint
  • Project Updated Real-time
    Project Updated in Deltek vantagepoint
  • Sales Invoice Posted (Polling)
    New posted sales invoices in Vantagepoint
  • Timesheet Posted (Polling)
    New posted timesheet in Vantagepoint

    • Any other trigger you can think up

Raiser's Edge NXT
  • New address
    New address in Raiser's Edge NXT
  • New appeal
    New appeal in Raiser's Edge NXT
  • New campaign
    New campaign in Raiser's Edge NXT
  • New constituent
    New constituent in Raiser's Edge NXT
  • New email
    New email in Raiser's Edge NXT
  • New fund
    New fund in Raiser's Edge NXT
  • New gift
    New gift in Raiser's Edge NXT
  • New online presence
    New online presence in Raiser's Edge NXT
  • New or updated address
    New or updated address in Raiser's Edge NXT
  • New or updated appeal
    New or updated appeal in Raiser's Edge NXT
  • New or updated campaign
    New or updated campaign in Raiser's Edge NXT
  • New or updated constituent
    New or Updated constituent in Raiser's Edge NXT
  • New or updated fund
    New or updated fund in Raiser's Edge NXT
  • New or updated gift
    New or updated gift in Raiser's Edge NXT
  • New phone
    New phone in Raiser's Edge NXT

    • Any other trigger you can think up

Actions

Do this…

Deltek Vantagepoint
  • Custom action
    Custom action in Deltek Vantagepoint (Custom)
  • Absence Request
    Get Absense request data from Vantagepoint
  • Settings › Active Accounting Period
    Retrieve information about the active (or current) accounting period
  • Activities
    Verbs, Get, Add, List, Update Activities from Vantagepoint
  • Transactions › AP Vouchers
    Get, Add, Search, Delete, Update AP Vouchers from Vantagepoint
  • Settings › Banks
    List, Update, Add or Delete Bank in Vantagepoint
  • Transactions › Cash Receipts
    Retrieve or Create a cash receipt in/to Vantagepoint
  • Settings › Chart of accounts
    Retrieve, Update, List, Add or Delete Account in Vantagepoint
  • Settings › Lists
    Retrieve or Add options configured in a list within Vantagepoint
  • Contacts
    Get, Add, Search, Delete, Update Contacts from Vantagepoint
  • Contacts › Batch Create/Update Batch
    Batch Create/Update Contacts in Vantagepoint
  • Settings › Currency Codes
    List, Update, Add or Delete Currency code in Vantagepoint
  • Employees
    Get, Add, Search, List, Delete, Update Employees from Vantagepoint
  • Employees › Batch Create/Update Batch
    Batch Create/Update Employees in Vantagepoint
  • Employees › Credentials
    Get, Add, Search, Delete, Update Credentials from Vantagepoint
  • Employees › Education
    Get, Add, Search, Delete, Update Education from Vantagepoint
  • Employees › Project Experience
    Retrieve all projects linked to an employee
  • Employees › Skills
    Get, Add, Search, Delete, Update Skills from Vantagepoint
  • Settings › Exchange Rates
    List, Update, Add or Delete Exchange rate in Vantagepoint
  • Transactions › Employee Expenses
    Get, Add, Search, Delete, Update Employee Expenses from Vantagepoint (transaction centre only)
  • Transactions › Expense Payments
    Search, Add an expense payment to Vantagepoint
  • Firms
    Get, Add, Search, Delete, Update Firms from Vantagepoint
  • Firms › Addresses
    Get, Add, Search, Delete, Update Firm addresses from Vantagepoint
  • Firm › Addresses Batch Create/Update Batch
    Add, Update firms address records from Vantagepoint
  • Firms › Batch Create/Update Batch
    Batch Create/Update Firms in Vantagepoint
  • Settings › General Options
    Use this endpoint to retrieve general settings information about your current company.
  • List Companies an Employee is not associated with
    Retrieve all companies that can be associated with an employee currently in the Employees hub (not currently associated with employee./nListed companies cannot be assigned to employee record via API until associated with record in Vantagepoint Hub record via UI
  • Hub Associated Data Grids
    Manipulate data contained in associated data grids for hub records.
  • Hub Files
    Manipulate files for hub records.
  • Transactions › Journal Entries
    Get, Add, Search, Delete, Update Journals from Vantagepoint
  • Transactions › Labor Detail
    Search Labor detail entries from Vantagepoint
  • Transactions › PSA Ledger Tax Detail
    Search PSA Ledger tax entries from Vantagepoint
  • Marketing Campaigns
    Verbs, Get, Add, List, Update Marketing Campaigns from Vantagepoint
  • Settings › Organisation level formats
    Retrieve all configured organisation level formats from Vantagepoint
  • Organizations
    Retrieve all configured organizations from Vantagepoint
  • Transactions › Posting Batch
    Complete posting for transactions using batch number
  • Projects
    Get, Add, Search, Delete, Update Projects from Vantagepoint
  • Projects › Batch Create/Update Batch
    Batch Create/Update Projects in Vantagepoint
  • Transactions › PSA Ledger
    Search PSA Ledger entries from Vantagepoint
  • Transactions › Sales Invoices
    Get, Add, Search, Delete, Update Sales Invoices from Vantagepoint
  • Settings › Roles
    Retrieve all configured user roles from Vantagepoint
  • Settings › System formats
    Retrieve all configured formats from Vantagepoint
  • Settings › Tax Codes
    List, Update, Add or Delete Tax code in Vantagepoint
  • Timesheet Request
    Get Timekeeper data from Vantagepoint
  • Transactions › Timesheets
    Get, Add, Search, Delete, Update Timesheets from Vantagepoint (transaction centre only)
  • User defined hubs › Batch Create/Update Batch
    Batch Create/Update User defined hub in Vantagepoint
  • Users
    Verbs, Get, Add, List, Update Users from Vantagepoint
  • User defined hubs
    Get, Add, Search, Delete, Update User defined hubs from Vantagepoint
  • Transactions › Vendor Payments
    Search, Add a vendor payment to Vantagepoint

    • Any other action you can think up

Raiser's Edge NXT
  • Custom action
    Custom action in Raiser's Edge NXT (Custom)
  • Add custom field to constituent
    Add new custom field to constituent in Raiser's Edge NXT
  • Create address
    Create address in Raiser's Edge NXT
  • Create communication preferences
    Create communication preferences in Raiser's Edge NXT
  • Create constituent
    Create constituent in Raiser's Edge NXT
  • Create constituent code
    Create constituent code in Raiser's Edge NXT
  • Create email
    Create email in Raiser's Edge NXT
  • Create online presence
    Create online presence in Raiser's Edge NXT
  • Create phone
    Create phone in Raiser's Edge NXT
  • Delete address
    Delete address in Raiser's Edge NXT
  • Delete email
    Delete email in Raiser's Edge NXT
  • Delete online presence
    Delete online presence in Raiser's Edge NXT
  • Delete phone
    Delete phone in Raiser's Edge NXT
  • Get addresses Batch
    Get address(es) by constituent ID in Raiser's Edge NXT
  • Get appeal details
    Get appeal details in Raiser's Edge NXT
  • Get campaign details
    Get campaign details in Raiser's Edge NXT
  • Get constituent details
    Get constituent details in Raiser's Edge NXT
  • Get custom fields by appeal ID Batch
    Get custom fields by appeal ID in Raiser's Edge NXT
  • Get custom fields by campaign ID Batch
    Get custom fields by campaign ID in Raiser's Edge NXT
  • Get custom fields by constituent ID Batch
    Get custom field by constituent ID in Raiser's Edge NXT
  • Get custom fields by fund ID Batch
    Get custom fields by fund ID in Raiser's Edge NXT
  • Get custom fields by gift ID Batch
    Get custom fields by gift ID in Raiser's Edge NXT
  • Get email addresses Batch
    Get email address(es) by constituent ID in Raiser's Edge NXT
  • Get fund details
    Get fund details in Raiser's Edge NXT
  • Get gift details
    Get gift details in Raiser's Edge NXT
  • Get phones Batch
    Get phone(s) by constituent ID in Raiser's Edge NXT
  • Search constituent Batch
    Search constituent in Raiser's Edge NXT
  • Search constituent code Batch
    Search constituent code in Raiser's Edge NXT
  • Search online presence Batch
    Search online presence in Raiser's Edge NXT
  • Update address
    Update address in Raiser's Edge NXT
  • Update communication preferences
    Update communication preferences in Raiser's Edge NXT
  • Update constituent
    Update constituent in Raiser's Edge NXT
  • Update constituent code
    Update constituent code in Raiser's Edge NXT
  • Update custom field in constituent
    Update custom field in Raiser's Edge NXT
  • Update email
    Update email in Raiser's Edge NXT
  • Update online presence
    Update online presence in Raiser's Edge NXT
  • Update phone
    Update phone in Raiser's Edge NXT

    • Any other action you can think up

One platform

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  • Speed
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