Bloomerang + Jotform
Assign prefilled forms in Jotform when constituents update in Bloomerang
Keeping your non-profit data management streamlined and efficient is easy when you update a constituent record in Bloomerang, as it simultaneously creates a prefilled form in Jotform. Every time you alter a record, this workflow results in a ready-to-go form in Jotform, simplifying your review or follow-up tasks. Improve your database accuracy seamlessly through this workflow.
Keeping your non-profit data management streamlined and efficient is easy when you update a constituent record in Bloomerang, as it simultaneously creates a prefilled form in Jotform. Every time you alter a record, this workflow results in a ready-to-go form in Jotform, simplifying your review or follow-up tasks. Improve your database accuracy seamlessly through this workflow.
- When this happens...Updated Constituent
Triggers when a constituent is updated.
- automatically do this!Assign Prefilled Form
Invite assignees to complete your pre-populated form
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
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.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
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
