Bloomerang + ClickUp
Create tasks in ClickUp for new constituents in Bloomerang
Easily organize your constituent-related tasks with this handy workflow. When a new constituent is added in Bloomerang, it immediately creates a corresponding task in ClickUp. This seamless integration helps you prioritize and manage your work more efficiently, eliminating the extra manual steps in tracking constituents. Stay ahead of the curve and focus more on building relationships rather than administrative tasks.
Easily organize your constituent-related tasks with this handy workflow. When a new constituent is added in Bloomerang, it immediately creates a corresponding task in ClickUp. This seamless integration helps you prioritize and manage your work more efficiently, eliminating the extra manual steps in tracking constituents. Stay ahead of the curve and focus more on building relationships rather than administrative tasks.
- When this happens...New Constituent
Triggers when a new constituent is created.
- automatically do this!Create Task
Creates a new task.
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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
