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How Zapier works
Zapier makes it easy to integrate Bloomerang with NetSuite - 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 "Attach Existing File to Record" in NetSuite.
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Zapier seamlessly connects Bloomerang and NetSuite, 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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Frequently Asked Questions about Bloomerang + NetSuite integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloomerang and NetSuite
How do I set up an integration between Bloomerang and NetSuite?
To set up the integration between Bloomerang and NetSuite, you'll need to create a Zap that connects the two apps. Start by selecting Bloomerang as your trigger app and choose a trigger event like 'New Donation' or 'Updated Constituent.' Then select NetSuite as your action app and pick an action such as 'Create Customer' or 'Create Invoice.' After setting up the trigger and action, authenticate both apps to enable data flow.
What triggers are available for Bloomerang in this integration?
We offer several triggers for Bloomerang, including 'New Donation,' 'Updated Constituent,' and 'New Interaction.' These triggers initiate actions in NetSuite when events occur in Bloomerang.
Can I automate the creation of invoices in NetSuite from new donations in Bloomerang?
Yes, you can automate invoice creation in NetSuite by setting up a Zap that uses the 'New Donation' trigger from Bloomerang. Select the 'Create Invoice' action in NetSuite to generate an invoice whenever a new donation is recorded.
Is it possible to update customer records in NetSuite based on changes in Bloomerang?
Absolutely. You can update customer records in NetSuite by configuring a Zap that utilizes the 'Updated Constituent' trigger from Bloomerang. Pair it with an 'Update Customer' action in NetSuite to sync updates automatically.
Are there any limitations on data fields when syncing information between Bloomerang and NetSuite?
While most standard fields can be synced between Bloomerang and NetSuite, some custom fields may require additional configuration. It's important to map each field correctly during setup to ensure seamless data transfer.
How often does data sync occur between these two platforms?
The data sync frequency is determined by the trigger event you choose. Our Zaps typically run every few minutes once activated, allowing for near real-time updates between Bloomerang and NetSuite.
What should I do if my Zap fails during execution?
If a Zap fails during execution, check for common issues such as authentication errors or incorrect field mappings. Review our logs for specific error messages; fixing these often resolves the issue quickly.