Bloomerang + monday.com
Update multiple columns in monday.com when new or updated constituents occur in Bloomerang
Stay on top of your donor information in a well-organized manner. Whenever there's a new or updated constituent entry in Bloomerang, this workflow comes into play, altering the respective column values in monday.com. This ensures your team always has the latest doner details at their fingertips, making coordination and planning swift and efficient. It's the quickest way to keep your data up to date and your team in sync.
Stay on top of your donor information in a well-organized manner. Whenever there's a new or updated constituent entry in Bloomerang, this workflow comes into play, altering the respective column values in monday.com. This ensures your team always has the latest doner details at their fingertips, making coordination and planning swift and efficient. It's the quickest way to keep your data up to date and your team in sync.
- When this happens...New or Updated Constituent
Triggers when a constituent is created or updated.
- automatically do this!Change Multiple Columns Value
Change multiple column values of an 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
