Bloomerang + Classy

Update constituents in Bloomerang for every new transaction in Classy

Whenever a new transaction occurs in Classy, this workflow instantly updates constituent info in Bloomerang. By removing the manual element of data transferring, the process becomes more efficient, allowing you to focus on other important tasks. This automatic consolidation of data ensures up-to-date constituent information is always available in your Bloomerang app.

When this happens...
New Transaction
Triggers when there is a new transaction.
TriggerScheduled
automatically do this!
Update Constituent
Updates an existing constituent.
ActionWrite

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Supported triggers and actions

What does this mean?

New Campaign
Triggers when there is a new campaign.
Trigger
Scheduled
Try It
- Related Data to Include
Trigger
Scheduled
Try It
Updated Campaign
Triggers when there is an update to an existing campaign record.
Trigger
Scheduled
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
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
- 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

New Supporter
Triggers when there is a new supporter.
Trigger
Scheduled
Try It
- Related Data to Include
Trigger
Scheduled
Try It
Updated Supporter
Triggers when there is an update to an existing supporter record.
Trigger
Scheduled
Try It
- Search by fieldRequired
- Search valueRequired
Action
Search
- 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
- 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

Related categories

Fundraising

PRODUCTS

CAPABILITIES

By team

Bloomerang + Classy

Update constituents in Bloomerang for every new transaction in Classy

New Campaign

New Transaction

Related Data to Include

Updated Campaign

Update Supporter

Address1

Address2

City

Country

Email Address

First Name

Gender

Last Name

Nickname

Phone

Postal Code

State

Find a Supporter

Search by fieldRequired

Search valueRequired

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

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

Create Interaction

ConstituentRequired

DateRequired

SubjectRequired

PurposeRequired

ChannelRequired

Initiated by Constituent?

Note

Update Constituent

ConstituentRequired

Status

Title

Organization Name

First Name