Bloomerang + Bonjoro Integrations

How to connect Bloomerang + Bonjoro

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Create tasks in Bonjoro for new Bloomerang constituents
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Bloomerang + Bonjoro

Create tasks in Bonjoro for new Bloomerang constituents

Details

Try it

Bloomerang + Bonjoro

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Supported triggers and actions

What does this mean?

- Type
  Use this field to filter for Individuals or Organizations only. Otherwise, leave this field blank for all constituents.
Trigger
Scheduled
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- Channel
- Purpose
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Trigger
Scheduled
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- Type
- Minimum Amount
- Maximum Amount
Trigger
Scheduled
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- Type
  Use this field to filter for Individuals or Organizations only. Otherwise, leave this field blank for all constituents.
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Trigger
Scheduled
Try It
- ConstituentRequired
  To create donations for Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- DateRequired
  Date will default to today’s date if input is not in date/time format.
- MethodRequired
- Designation Notes
  The Designation section will create split payments if you have line items from a previous step. Learn more about split payments.
- Check Number
- Check Date
  Date will default to today’s date if input is not in date/time format.
- 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
  To create tasks for Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- ChannelRequired
- UserRequired
  To assign tasks dynamically, choose Custom to map the ID of the user from a prior step; otherwise select a single user from the list.
- Due DateRequired
- SubjectRequired
- Purpose
- Note
- Send Notifications?
  If true, Bloomerang will send email notifications to the user for this task.
Action
Write
- TypeRequired
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Action
Search

Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
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Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
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Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
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Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
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Message Templates
List of available Message Templates
Trigger
Scheduled
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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
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- Channel
- Purpose
- Constituent
- User
Trigger
Scheduled
Try It
- Type
  Use this field to filter for Individuals or Organizations only. Otherwise, leave this field blank for all constituents.
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Trigger
Scheduled
Try It
- TypeRequired
- Suffix
- Informal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Formal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Envelope Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Recognition Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
  Leave blank for Constituent to receive All emails. Must include Custom Email Interests below if set to Custom.
- Custom Email Interests
- Primary Address Type
  Type is required when adding an address.
- Primary Address Street
- Primary Address City
- Primary Address State
  Accepts either full State (e.g. Indiana) or State abbreviation (e.g. IN)
- Primary Address Postal Code
- Primary Address Country
  Accepts either full Country (e.g. United States) or Country Code (e.g. US)
- Primary Email Type
  Type is required when adding an email.
- Primary Email
- Primary Phone Type
  Type is required when adding a phone.
- Primary Phone
- Primary Phone Extension
- Household
Action
Write
- ConstituentRequired
  To create interactions for Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- DateRequired
  Date will default to today’s date if input is not in date/time format.
- SubjectRequired
- PurposeRequired
- ChannelRequired
- Initiated by Constituent?
- Note
Action
Write
- ConstituentRequired
  To update Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- 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
  Required if Email Interest Type is changed.
- Custom Email Interests
  This field is only used IF "Email Interest Type" is set to "Custom".
- Primary Address Type
  Type is required when adding an address.
- Primary Address Street
- Primary Address City
- Primary Address State
  Accepts either full State (e.g. Indiana) or State abbreviation (e.g. IN)
- Primary Address Postal Code
- Primary Address Country
  Accepts either full Country (e.g. United States) or Country Code (e.g. US)
- Primary Email Type
  Type is required when adding an email.
- Primary Email
- Primary Phone Type
  Type is required when adding a phone.
- Primary Phone
- Primary Phone Extension
Action
Write
- TypeRequired
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
- Suffix
- Informal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Formal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Envelope Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Recognition Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
  Leave blank for Constituent to receive All emails. Must include Custom Email Interests below if set to Custom.
- Custom Email Interests
- Primary Address Type
  Type is required when adding an address.
- Primary Address Street
- Primary Address City
- Primary Address State
  Accepts either full State (e.g. Indiana) or State abbreviation (e.g. IN)
- Primary Address Postal Code
- Primary Address Country
  Accepts either full Country (e.g. United States) or Country Code (e.g. US)
- Primary Email Type
  Type is required when adding an email.
- Primary Email
- Primary Phone Type
  Type is required when adding a phone.
- Primary Phone
- Primary Phone Extension
- Household
Action
Search or write
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
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Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
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Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
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Workspaces
List of available Workspaces
Trigger
Scheduled
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- Email AddressRequired
  The email address of the user or customer you'll send a Bonjoro to (e.g. a new user in your CRM)
- First Name
  The first name of the user or customer (i.e. not your name)
- Last Name
  The last name of the user or customer (i.e. not your name)
- WorkspaceRequired
  The workspace in which the task will be created
- Message Template
  The message template to use for the created task
- Reason
  The reason why you're sending a Bonjoro (e.g. "New user in Intercom")
Action
Write

How Bloomerang + Bonjoro Integrations Work

Step 1: Authenticate Bloomerang and Bonjoro.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Bloomerang + Bonjoro

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 Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn more

Related categories

Customer Appreciation

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Bloomerang + Bonjoro Integrations

How to connect Bloomerang + Bonjoro

Create tasks in Bonjoro for new Bloomerang constituents

Create tasks in Bonjoro for new Bloomerang constituents

Connect your apps and automate workflows

New Constituent

Type

New Interaction

Channel

Purpose

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

New Transaction

Type

Minimum Amount

Maximum Amount

New or Updated Constituent

Type

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

Create Donation

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

Create Task

Constituent

ChannelRequired

UserRequired

Due DateRequired

SubjectRequired

Purpose

Note

Send Notifications?

Find Constituent

TypeRequired

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

Bonjoro Reassigned

Bonjoro Call to Action Clicked

Bonjoro Created

Bonjoro Email Opened

Bonjoro Reply

Bonjoro Watched

Message Templates

New Transaction Payment

New Task

Channel

Purpose

Constituent

User

Updated Constituent

Type

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

Create Constituent

TypeRequired

Suffix

Informal Name

Formal Name

Envelope Name

Recognition Name

Gender

Birthdate

Employer

Job Title

Facebook Page

Twitter Handle