Create or update Feathr persons with new Bloomerang transaction payments
Simplify the management of transactions with this effective workflow. When Bloomerang processes a new transaction payment, the corresponding profile in Feathr is updated or created. This seamless process ensures accurate records across both applications, minimizing manual data entry and freeing up your precious time. Easily keep your records updated and precise with this system.
Simplify the management of transactions with this effective workflow. When Bloomerang processes a new transaction payment, the corresponding profile in Feathr is updated or created. This seamless process ensures accurate records across both applications, minimizing manual data entry and freeing up your precious time. Easily keep your records updated and precise with this system.
- When this happens...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.
- automatically do this!Create/ Update Person
Triggers when a new person is created or an existing one is updated.
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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