> ## Documentation Index
> Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update a donor through Zapier

> Updates the supplied safe profile fields through donors.update. Requires donors_manage, donor-form access and the primitive scope. The returned body is the donor record; duplicate email or stewardship household-impact conflicts may prevent the write.



## OpenAPI

````yaml patch /zapier/actions/donors/{id}
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity commitment relationships, lifecycle transitions, and
      commitment-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /zapier/actions/donors/{id}:
    patch:
      tags:
        - Zapier
      summary: Update a donor through Zapier
      description: >-
        Updates the supplied safe profile fields through donors.update. Requires
        donors_manage, donor-form access and the primitive scope. The returned
        body is the donor record; duplicate email or stewardship
        household-impact conflicts may prevent the write.
      operationId: 0ac7b4147853af054ded8155685b34c1
      parameters:
        - name: id
          in: path
          description: Identifier of the existing record in the authenticated organization.
          required: true
          schema:
            type: integer
          example: 12345
      requestBody:
        description: Validated input accepted by this Zapier transport.
        required: false
        content:
          application/json:
            schema:
              properties:
                email:
                  description: 'Profile email address. Validation: nullable|email.'
                  type: string
                  format: email
                  example: jane@example.org
                  nullable: true
                username:
                  description: 'Donor portal username. Validation: nullable|string|max:255.'
                  type: string
                  maxLength: 255
                  example: jane.doe
                  nullable: true
                first_name:
                  description: >-
                    Individual donor given name. Validation:
                    nullable|string|max:255.
                  type: string
                  maxLength: 255
                  example: Jane
                  nullable: true
                last_name:
                  description: >-
                    Individual donor family name. Validation:
                    nullable|string|max:255.
                  type: string
                  maxLength: 255
                  example: Doe
                  nullable: true
                organization_name:
                  description: >-
                    Organization donor display name. Validation:
                    nullable|string|max:255.
                  type: string
                  maxLength: 255
                  example: Example Foundation
                  nullable: true
                phone:
                  description: >-
                    Profile telephone number. Validation:
                    nullable|string|max:50.
                  type: string
                  maxLength: 50
                  example: '+12565550123'
                  nullable: true
                household_id:
                  description: >-
                    Household membership for the donor. Validation:
                    nullable|integer.
                  type: integer
                  example: 88
                  nullable: true
                do_not_email:
                  description: >-
                    Whether the donor has opted out of email. Validation:
                    nullable|boolean.
                  type: boolean
                  example: false
                  nullable: true
                json_fields:
                  description: >-
                    Custom-field values keyed by the configured form field
                    names. Validation: nullable|array.
                  type: object
                  nullable: true
                  additionalProperties: {}
              type: object
      responses:
        '200':
          description: >-
            Created, updated or replayed record; this transport unwraps the
            primitive success envelope.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Donor'
        '400':
          description: The selected primitive rejected the operation.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/V3PrimitiveResult'
        '401':
          description: The API credential is missing or invalid.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '403':
          description: >-
            Workspace access, primitive scope, feature availability or Gratona
            permissions do not permit this request.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/V3AccessDenied'
        '404':
          description: The referenced record does not exist or is inaccessible.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/V3PrimitiveResult'
        '409':
          description: >-
            A duplicate, replay, concurrent lifecycle or identity conflict
            prevented the write.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/V3PrimitiveResult'
        '422':
          description: The transport or selected primitive rejected input validation.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ZapierValidationFailure'
      security:
        - bearerAuth: []
        - apiKeyAuth: []
      servers:
        - url: https://api.gratona.com/v3
          description: Gratona V3 automation API
components:
  schemas:
    Donor:
      title: Donor
      description: >-
        A donor record. Donors give one-time donations and recurring
        commitments, and may be linked to entities (recipients) via
        sponsorships. Standardized profile columns (first_name, phone, address,
        etc.) coexist with arbitrary custom fields stored in `json_fields` and
        defined per `hysform_id`. The `username`/`email`/`password` columns also
        let donors sign in to the donor portal.
      required:
        - id
        - client_id
      properties:
        id:
          description: Internal donor ID.
          type: integer
          format: int64
          example: 12345
        client_id:
          description: >-
            Owning Gratona client (multi-tenant scope). All donor queries MUST
            filter by this.
          type: integer
          format: int64
          example: 207
        hysform_id:
          description: >-
            HysForm that defines this donor's profile fields (custom +
            standardized) — controls which keys appear in `json_fields`.
          type: integer
          format: int64
          example: 42
          nullable: true
        donorprogram_id:
          description: >-
            Program the donor signed up under, if applicable. Mostly
            informational.
          type: integer
          format: int64
          example: 11
          nullable: true
        household_id:
          description: >-
            Household this donor is linked to, when joint giving / partner
            records are tracked together.
          type: integer
          format: int64
          example: 88
          nullable: true
        type:
          description: >-
            Canonical donor identity type is INDIVIDUAL or ORGANIZATION.
            Compatibility serializers/callers may retain the lower-case aliases.
          type: string
          enum:
            - INDIVIDUAL
            - ORGANIZATION
            - individual
            - organization
            - null
          example: INDIVIDUAL
          nullable: true
        username:
          description: >-
            Login username for the donor portal. Must be unique across donors
            when set.
          type: string
          example: janedoe
          nullable: true
        email:
          description: Donor email — used for receipts, statements, and donor-portal login.
          type: string
          format: email
          example: jane@example.com
          nullable: true
        organization_name:
          description: >-
            For `type=organization` donors. Standardized field; mirrored in
            `json_fields.organization` for legacy clients.
          type: string
          example: Acme Foundation
          nullable: true
        first_name:
          description: Donor first / given name. Standardized field.
          type: string
          example: Jane
          nullable: true
        last_name:
          description: Donor last / family name. Standardized field.
          type: string
          example: Doe
          nullable: true
        preferred_contact_method:
          description: How the donor prefers to be contacted.
          type: string
          enum:
            - email
            - phone
            - sms
            - mail
            - null
          example: email
          nullable: true
        phone:
          description: Phone number as entered by the user (display format).
          type: string
          example: (555) 123-4567
          nullable: true
        phone_e164:
          description: >-
            Phone normalized to E.164 for SMS/dialing. Populated by the phone
            normalization pipeline.
          type: string
          example: '+15551234567'
          nullable: true
        can_receive_sms:
          description: Whether SMS opt-in is granted for this donor.
          type: boolean
          example: true
        street:
          description: Street address line 1 (standardized).
          type: string
          example: 123 Main St
          nullable: true
        address_line2:
          description: Street address line 2 (apartment, unit, suite).
          type: string
          example: Apt 4B
          nullable: true
        city:
          description: City.
          type: string
          example: Springfield
          nullable: true
        state:
          description: State / region (free-form display value).
          type: string
          example: IL
          nullable: true
        zip:
          description: Postal / ZIP code.
          type: string
          example: '62704'
          nullable: true
        country:
          description: Country display name.
          type: string
          example: United States
          nullable: true
        country_code:
          description: ISO 3166-1 alpha-2 country code.
          type: string
          example: US
          nullable: true
        subdivision_code:
          description: ISO 3166-2 country subdivision code.
          type: string
          example: US-IL
          nullable: true
        json_fields:
          description: >-
            Custom profile/record fields. Raw model responses retain the encoded
            JSON string; projection endpoints may return a decoded map or list.
            Use the record form definition to interpret field keys.
          anyOf:
            - type: string
              nullable: true
            - type: object
              additionalProperties: true
            - type: array
              items: {}
        year_to_date:
          description: >-
            Cached YTD giving totals (per year and per program), refreshed by
            background jobs.
          type: object
          nullable: true
          additionalProperties: true
        has_artifacts:
          description: Whether the donor has any uploads/photos attached.
          type: boolean
          example: false
        batch_id:
          description: >-
            Set when the donor was created via a CSV import batch; ties together
            donors imported in the same run.
          type: integer
          format: int64
          example: null
          nullable: true
        created_at:
          type: string
          format: date-time
          example: '2025-03-15T19:42:00Z'
        updated_at:
          type: string
          format: date-time
          example: '2026-01-02T08:11:00Z'
        deleted_at:
          description: >-
            Soft-delete timestamp; donors with a non-null value are excluded
            from default queries.
          type: string
          format: date-time
          example: null
          nullable: true
      type: object
    V3PrimitiveResult:
      description: >-
        The PrimitiveResult envelope serialized by primitive invocation and
        validation.
      required:
        - success
        - data
        - errors
        - warnings
        - meta
      properties:
        success:
          description: Whether the selected primitive succeeded.
          type: boolean
          example: true
        data:
          description: >-
            Operation-specific JSON result, or null on failure. Its schema is
            returned by primitive discovery.
          nullable: true
        errors:
          description: Domain errors or validation field errors.
          type: array
          items:
            properties:
              code:
                description: Machine-readable error code.
                type: string
                example: VALIDATION_ERROR
              message:
                description: Domain error explanation when present.
                type: string
                example: Record was not found.
              details:
                description: Additional domain-specific error details.
              field:
                description: Invalid input field for validation errors.
                type: string
                example: donor_id
              messages:
                description: Validation messages for that field.
                type: array
                items:
                  type: string
            type: object
        warnings:
          description: Non-fatal operation warnings.
          type: array
          items:
            type: string
        meta:
          description: >-
            Operation metadata; may contain status, dry_run, replay information
            or pagination. Empty metadata serializes as an empty array.
      type: object
    UnauthorizedResponse:
      title: UnauthorizedResponse
      description: >-
        Returned with HTTP 401 when the request lacks a valid Passport bearer
        token, a valid `X-HYS-API-Key`, or a valid session. The body is the
        simple `{message, status}` envelope emitted by `AuthenticateApiOrKey`.
      required:
        - message
        - status
      properties:
        message:
          description: >-
            Always the literal string `Unauthorized` from the `auth.api_or_key`
            middleware. Login endpoints return `Invalid Credentials` instead.
          type: string
          example: Unauthorized
        status:
          type: string
          example: error
      type: object
    V3AccessDenied:
      description: >-
        Scope/primitive denials or the authentication middleware
        workspace-access denial.
      oneOf:
        - $ref: '#/components/schemas/V3DiscoveryError'
        - $ref: '#/components/schemas/ErrorResponse'
    ZapierValidationFailure:
      description: >-
        Laravel transport validation map or primitive validation/domain error
        envelope.
      oneOf:
        - $ref: '#/components/schemas/ValidationErrorResponse'
        - $ref: '#/components/schemas/V3PrimitiveResult'
    V3DiscoveryError:
      description: >-
        V3 discovery errors; primitive failures may additionally include data,
        warnings and meta.
      required:
        - success
        - errors
      properties:
        success:
          description: False when discovery or authorization fails.
          type: boolean
          example: false
        errors:
          description: Structured operation errors.
          type: array
          items:
            properties:
              code:
                description: Machine-readable failure code.
                type: string
                example: INSUFFICIENT_SCOPE
              message:
                description: Human-readable explanation.
                type: string
                example: Required scope is missing.
              required_scope:
                description: Required scope when reported by the guard.
                type: string
                example: schema:read
              available_scopes:
                description: Credential scopes when reported by the schema guard.
                type: array
                items:
                  type: string
              required_permission_groups:
                description: Permission alternatives grouped by required access boundary.
                type: array
                items:
                  type: array
                  items:
                    type: string
            type: object
      type: object
    ErrorResponse:
      title: ErrorResponse
      description: >-
        Generic error envelope used by most controllers. Most error responses
        pair a human-readable `message` with `status: error`. Some endpoints
        additionally include `errors` (validator errors), `error` (legacy
        single-error string), `code`, or domain-specific context fields.
      required:
        - message
      properties:
        message:
          description: Human-readable error message.
          type: string
          example: Something went wrong. Please try again.
        status:
          description: >-
            Always the literal string `error` for failures. Some endpoints omit
            this field.
          type: string
          example: error
        error:
          description: Legacy single error code/string used by older endpoints.
          type: string
          example: invalid_request
          nullable: true
        code:
          description: >-
            Optional application-level error code (not all endpoints populate
            this).
          type: string
          example: DONOR_NOT_FOUND
          nullable: true
      type: object
    ValidationErrorResponse:
      title: ValidationErrorResponse
      description: >-
        Returned with HTTP 422 when `Validator::make($data, $rules)` fails. The
        `errors` map is keyed by the failing field name; each value is an array
        of human-readable error messages for that field. Most controllers also
        include a top-level `status: error`.
      required:
        - errors
      properties:
        errors:
          description: >-
            Map of field name to array of validator error messages. Example:
            `{email: [The email field is required.], amount: [The amount must be
            a number.]}`.
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        status:
          description: Always the literal string `error`.
          type: string
          example: error
        message:
          description: >-
            Optional summary message — present on some endpoints, absent on
            others.
          type: string
          example: The given data was invalid.
          nullable: true
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      description: Passport bearer token authentication for legacy admin sessions.
      scheme: bearer
      bearerFormat: JWT
    apiKeyAuth:
      type: apiKey
      description: Gratona API key sent with the compatibility header X-HYS-API-Key.
      name: X-HYS-API-Key
      in: header

````

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