Bloomerang + monday.com
Create new monday.com items from new Bloomerang transactions
This workflow will spring into action with each new transaction recorded in your Bloomerang account. Immediately, it prompts monday.com to create a new item, allowing you to easily keep track of all activity. This automation ensures your team stays informed and can act swiftly on new data from Bloomerang, enhancing your project management efficiency.
This workflow will spring into action with each new transaction recorded in your Bloomerang account. Immediately, it prompts monday.com to create a new item, allowing you to easily keep track of all activity. This automation ensures your team stays informed and can act swiftly on new data from Bloomerang, enhancing your project management efficiency.
- When this happens...New Transaction
Triggers when a new transaction is created (with line item support).
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
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
