Bloomerang + Credit Repair Cloud

Create new Bloomerang constituents when Credit Repair Cloud clients are added

Effortlessly maintain your client data in one place with this Credit Repair Cloud and Bloomerang automation. Whenever a new client is added to Credit Repair Cloud, their information will be updated as a constituent in Bloomerang, ensuring all your records stay up-to-date and consistent. This simple workflow saves you time and keeps your client data accurate so you can focus on providing exceptional service.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Update Constituent
Updates an existing constituent.
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

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
Polling
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- Channel
- Purpose
- Constituent
- User
Trigger
Polling
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- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
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 Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
- Type
Trigger
Polling
Try It
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It
- Type
- Minimum Amount
- Maximum Amount
Trigger
Polling
Try It
- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
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