Fundraise Up + Bloomerang

Bloomerang + Fundraise Up integrations

Create tasks in Bloomerang for new recurrings in Fundraise Up

Stay on top of your Fundraise Up donations effortlessly with this workflow. When there's a new recurring donation, this triggers the creation of a task in Bloomerang. This systematic approach helps you manage tasks effectively, ensuring that no follow-up is missed amid your fundraising activities. Harness the power of consistent tracking and stay ahead with your fundraising efforts.

When this happens...
New Recurring DonationTriggers when a new recurring donation is added to your account.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Fundraise Up and Bloomerang

Discover other triggers and actions you can use with Fundraise Up and Bloomerang

New Donation
Triggers when a new donation is added to your account.
Trigger
Instant
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New Supporter
Triggers when a new supporter is added to your account.
Trigger
Instant
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Updated Recurring Donation
Triggers when a recurring donation is updated in your account.
Trigger
Instant
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- 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
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- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
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- Constituent
  Required
- Date
  Required
- Method
  Required
- 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
- Channel
  Required
- User
  Required
- Due Date
  Required
- Subject
  Required
- Purpose
- Note
- Send Notifications?
Action
Write
- Type
  Required
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Action
Search

New Recurring Donation
Triggers when a new recurring donation is added to your account.
Trigger
Instant
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Updated Donation
Triggers when a donation is updated in your account.
Trigger
Instant
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Updated Supporter
Triggers when a supporter is updated in your account.
Trigger
Instant
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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
Polling
Try It
- Channel
- Purpose
- Constituent
- User
Trigger
Polling
Try It
- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It
- Type
  Required
- 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
- Constituent
  Required
- Date
  Required
- Subject
  Required
- Purpose
  Required
- Channel
  Required
- Initiated by Constituent?
- Note
Action
Write
- Constituent
  Required
- 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
- Type
  Required
- 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

About Bloomerang

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.

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Related categories

Fundraising

About Fundraise Up

Fundraise Up is a donor-centric, AI-assisted online giving solution that helps nonprofits significantly increase the amount of money raised online.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing