Bloomerang + Classy

Create new Bloomerang constituents from new Classy recurring donation plans

Whenever a new recurring donation plan is established in Classy, this automation swiftly adds a new constituent in Bloomerang. It ensures that your fundraising database stays up-to-date without manual intervention. You can seamlessly manage and track donors, enhancing relationship-building efforts for your non-profit.

When this happens...
New Recurring Donation Plan
Triggers when there is a new recurring donation plan.
TriggerPolling
automatically do this!
Create Constituent
Creates a new constituent.
ActionWrite

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Supported triggers and actions

New Campaign
Triggers when there is a new campaign.
Trigger
Polling
Try It
New Supporter
Triggers when there is a new supporter.
Trigger
Polling
Try It
- Related Data to Include
Trigger
Polling
Try It
- Related Data to Include
Trigger
Polling
Try It
- IDRequired
- Address1
- Address2
- City
- Country
- Email Address
- First Name
- Gender
- Last Name
- Nickname
- Phone
- Postal Code
- State
Action
Write
- Search by fieldRequired
- Search valueRequired
Action
Search
New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Trigger
Polling
Try It
- Channel
- Purpose
- Constituent
- User
Trigger
Polling
Try It
- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It
- TypeRequired
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
Action
Write
- ConstituentRequired
- DateRequired
- SubjectRequired
- PurposeRequired
- ChannelRequired
- Initiated by Constituent?
- Note
Action
Write
- ConstituentRequired
- Status
- Title
- Organization Name
- First Name
- Middle
- Last Name
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Email Interest Type
- Email Interest Update Reason
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
Action
Write
- TypeRequired
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
Action
Search or write

- Related Data to Include
Trigger
Polling
Try It
- Related Data to Include
Trigger
Polling
Try It
Updated Campaign
Triggers when there is an update to an existing campaign record.
Trigger
Polling
Try It
Updated Supporter
Triggers when there is an update to an existing supporter record.
Trigger
Polling
Try It
- Search by fieldRequired
- Search valueRequired
Action
Search
- Type
Trigger
Polling
Try It
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It
- Type
- Minimum Amount
- Maximum Amount
Trigger
Polling
Try It
- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It
- ConstituentRequired
- DateRequired
- MethodRequired
- Designation Notes
- Check Number
- Check Date
- Credit Card Type
- Credit Card Last Four Digits
- Credit Card Expiration Month
- Credit Card Expiration Year
- Eft Account Type
- Eft Last Four Digits
- Eft Routing Number
- In Kind Description
- In Kind Type
- In Kind Market Value
Action
Write
- Constituent
- ChannelRequired
- UserRequired
- Due DateRequired
- SubjectRequired
- Purpose
- Note
- Send Notifications?
Action
Write
- TypeRequired
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Action
Search

About Bloomerang

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.

Learn more

Related categories

Fundraising

About Classy

Classy allows users to create automations based on fundraising data

Learn more

Related categories

Fundraising

Related Zap Templates

Update constituents in Bloomerang for every new transaction in Classy

Create new Bloomerang constituents from new supporters in Classy

Create new Bloomerang constituents from new Classy transactions

Bloomerang + Classy

Create new Bloomerang constituents from new Classy recurring donation plans

Supported triggers and actions

New Campaign

New Supporter

Updated Transaction

Updated Recurring Donation Plan

Update Supporter

Find a Supporter

New Transaction Payment

New Task

Updated Constituent

Create Constituent

Create Interaction

Update Constituent

Find or Create Constituent

New Recurring Donation Plan

New Transaction

Updated Campaign

Updated Supporter

Find a Campaign

New Constituent

New Interaction

New Transaction

New or Updated Constituent

Create Donation

Create Task

Find Constituent

About Bloomerang

Related categories

About Classy

Related categories

Related Zap Templates

Related Zap Templates