Bloomerang + monday.com
Create a new column in monday.com whenever new or updated constituents are added in Bloomerang
Automate your workflow with this efficient integration. When you have new or updated constituent details in Bloomerang, it instantly creates a corresponding column in your monday.com board. This streamlines the transfer of data, saving you time and keeping your records up-to-date. Don't worry about the hassle of manual data entry anymore—let this workflow do it for you.
Automate your workflow with this efficient integration. When you have new or updated constituent details in Bloomerang, it instantly creates a corresponding column in your monday.com board. This streamlines the transfer of data, saving you time and keeping your records up-to-date. Don't worry about the hassle of manual data entry anymore—let this workflow do it for you.
- When this happens...New or Updated Constituent
Triggers when a constituent is created or updated.
- automatically do this!Create Column
Create a new column in board.
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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
