Bloomerang + monday.com
Create new subitems in monday.com for every new transaction in Bloomerang
Boost your task management by transforming new transactions from Bloomerang into subitems in your monday.com board instantly. This workflow ensures you miss no detail, allowing you to streamline your reporting and provide a clear financial overview of your nonprofit's fundraising efforts. Keep your team updated and agile with every transaction recorded in monday.com.
Boost your task management by transforming new transactions from Bloomerang into subitems in your monday.com board instantly. This workflow ensures you miss no detail, allowing you to streamline your reporting and provide a clear financial overview of your nonprofit's fundraising efforts. Keep your team updated and agile with every transaction recorded in monday.com.
- When this happens...New Transaction
Triggers when a new transaction is created (with line item support).
- automatically do this!Create Subitem
Create a new subitem in a item
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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
