Bloomerang + Jotform

Assign prefilled forms in Jotform when constituents update in Bloomerang

Keeping your non-profit data management streamlined and efficient is easy when you update a constituent record in Bloomerang, as it simultaneously creates a prefilled form in Jotform. Every time you alter a record, this workflow results in a ready-to-go form in Jotform, simplifying your review or follow-up tasks. Improve your database accuracy seamlessly through this workflow.

Keeping your non-profit data management streamlined and efficient is easy when you update a constituent record in Bloomerang, as it simultaneously creates a prefilled form in Jotform. Every time you alter a record, this workflow results in a ready-to-go form in Jotform, simplifying your review or follow-up tasks. Improve your database accuracy seamlessly through this workflow.

  1. When this happens...
    BloomerangBloomerang
    Updated Constituent

    Triggers when a constituent is updated.

    TriggerScheduled
  2. automatically do this!
    JotformJotform
    Assign Prefilled Form

    Invite assignees to complete your pre-populated form

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Bloomerang triggers, actions, and search

    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
    Scheduled
    Try It
    • Channel

    • Purpose

    • Constituent

    • User

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    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
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bloomerang logo

About Bloomerang

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

Related categories

  • Fundraising
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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