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Asana + Bloomerang

Create new Asana tasks for each new Bloomerang transaction payment

Strengthen your project management by creating tasks in Asana each time a new payment transaction occurs in your Bloomerang account. This prebuilt workflow ensures all financial activity is transformed into actionable items in real time, thus, enhancing your organizational efficiency and maintaining the constant flow of operations. Seamlessly bridge the gap between Bloomerang's fundraising platform and Asana's task management capabilities for optimized productivity.

Strengthen your project management by creating tasks in Asana each time a new payment transaction occurs in your Bloomerang account. This prebuilt workflow ensures all financial activity is transformed into actionable items in real time, thus, enhancing your organizational efficiency and maintaining the constant flow of operations. Seamlessly bridge the gap between Bloomerang's fundraising platform and Asana's task management capabilities for optimized productivity.

  1. When this happens...
    BloomerangBloomerang
    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.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Type

    Trigger
    Scheduled
    Try It
    • Channel

    • Purpose

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
    • Type

    • Minimum Amount

    • Maximum Amount

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    Try It
  • Bloomerang triggers, actions, and 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
    Scheduled
    Try It
    • Channel

    • Purpose

    • Constituent

    • User

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    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
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asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn moreHelp

Related categories

  • Project Management

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bloomerang logo
bloomerang logo

About Bloomerang

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

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