Bloomerang
Create tasks in Bloomerang for new transaction payments
Keep your financial tracking for your nonprofit organization in order with this Bloomerang automation. When a new transaction payment takes place in Bloomerang, this tool efficiently generates a corresponding task, ensuring nothing falls through the cracks. This seamless linkage between transaction and task management not only streamlines your operations but also bolsters your fundraising efforts by being proactive and organized.
Keep your financial tracking for your nonprofit organization in order with this Bloomerang automation. When a new transaction payment takes place in Bloomerang, this tool efficiently generates a corresponding task, ensuring nothing falls through the cracks. This seamless linkage between transaction and task management not only streamlines your operations but also bolsters your fundraising efforts by being proactive and organized.
- When this happens...
New Transaction PaymentTriggers 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.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Task
Creates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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Channel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType
Minimum Amount
Maximum Amount
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConstituentRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Constituent
ChannelRequired
UserRequired
Due DateRequired
SubjectRequired
Purpose
Note
Send Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChannel
Purpose
Constituent
User
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTypeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConstituentRequired
DateRequired
SubjectRequired
PurposeRequired
ChannelRequired
Initiated by Constituent?
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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