Connect Bloomerang and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Bloomerang to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bloomerang with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Constituent" from Bloomerang.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Bloomerang and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling
- 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 ItTriggerPolling - Channel
- Purpose
- Constituent
- User
Try ItTriggerPolling- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerPolling- 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
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Practical ways you can use Bloomerang and monday.com
Analyze donor payment patterns in monday.com.
After a new transaction occurs in Bloomerang, Zapier logs the details into a monday.com board. Data scientists can easily analyze payment trends and donor behaviors by visualizing transactions within monday.com, without needing manual data input.
Data ScienceSync new constituents to monday.com boards.
When a new constituent is created in Bloomerang, Zapier adds them as an item in your monday.com board. This ensures your marketing campaigns have an up-to-date pipeline of donors and stakeholders, making outreach and engagement tracking seamless.
Marketing & Marketing OpsTrack Bloomerang interactions in monday.com.
Keep your project boards updated when a new interaction occurs in Bloomerang. Zapier automatically creates a new item in your monday.com board whenever an interaction is created in Bloomerang. This helps project managers tie donor communications into project timelines and processes, improving project alignment and context.
Project ManagementLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Bloomerang + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloomerang and monday.com
What is Bloomerang?
Bloomerang is a donor management software that helps organizations manage their fundraising efforts more effectively. It provides tools for tracking donor interactions, managing campaigns, and analyzing donation data.
What is monday.com?
monday.com is a work operating system that enables teams to run projects and workflows with confidence. It provides tools for collaboration, tracking progress, and automating tasks.
How do I integrate Bloomerang with monday.com?
You can integrate Bloomerang with monday.com using our integration platform. This allows you to set up automatic workflows between the two applications by creating triggers in one platform that cause actions in the other.
What triggers can I use in Bloomerang to initiate actions in monday.com?
Common triggers include new donations, updated donation records, or changes in donor engagement levels. These triggers can automatically create tasks or update information within monday.com boards.
Can updates made on monday.com reflect back into Bloomerang?
Yes, using our integration setup, changes made within monday.com—such as task completions or status updates—can be configured to reflect back into Bloomerang by updating donor profiles or campaign statuses.
Are there any limits on the number of integrations I can set up between Bloomerang and monday.com?
There are no limits on the number of integrations you can establish. You have the flexibility to create multiple triggers and actions based on your team's workflows and operational needs.
Do I need technical skills to set up the integration between Bloomerang and monday.com?
No technical skills are necessary. Our platform provides an intuitive interface that guides you through connecting triggers from Bloomerang to actions in monday.com without requiring coding knowledge.
