Bloomerang + Microsoft Outlook
Create events in Microsoft Outlook for new tasks in Bloomerang
Streamline your task management and planning process with this useful workflow. When a new task is added in Bloomerang, an event is instantly generated in your Microsoft Outlook. This integration saves time, eliminates manual data entry, and ensures that your calendar stays updated with your Bloomerang tasks. Stay organized and productive without missing any important milestones or tasks.
Streamline your task management and planning process with this useful workflow. When a new task is added in Bloomerang, an event is instantly generated in your Microsoft Outlook. This integration saves time, eliminates manual data entry, and ensures that your calendar stays updated with your Bloomerang tasks. Stay organized and productive without missing any important milestones or tasks.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
