Bloomerang + Google Sheets
Create Google Sheets spreadsheets from new Bloomerang interactions
When a new interaction occurs within your Bloomerang tool, this workflow streamlines the process by instantly creating a spreadsheet in your Google Sheets. This automation not only saves time but ensures that each interaction is accurately documented for further analysis or follow-up. Say goodbye to manual data entry and keep your records up-to-date with ease.
When a new interaction occurs within your Bloomerang tool, this workflow streamlines the process by instantly creating a spreadsheet in your Google Sheets. This automation not only saves time but ensures that each interaction is accurately documented for further analysis or follow-up. Say goodbye to manual data entry and keep your records up-to-date with ease.
- When this happens...New Interaction
Triggers when a new interaction is created.
- automatically do this!Create Spreadsheet
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
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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
