Bloomerang + PhoneRaise + Filter by Zapier
Bloomerang + PhoneRaise + Filter by Zapier
Bloomerang + PhoneRaise integrations
Create multiple touchpoints in PhoneRaise for new large donations in Bloomerang
Often large donations warrant multiple followups to keep the donor engaged. When receiving large donations over a specified amount in Bloomerang, this Zap automatically creates multiple touchpoints in PhoneRaise to follow up with the donor over the course of several months.
- When this happens...New TransactionTriggers when a new transaction is created (with line item support).
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then do this...Create TouchpointCreate a touchpoint in the campaign.
- then do this...Create TouchpointCreate a touchpoint in the campaign.
- then do this!Create TouchpointCreate a touchpoint in the campaign.
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More things you can do with these apps
Discover other triggers and actions you can use with Bloomerang, Filter by Zapier, and more
- 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
ActionWrite
About Bloomerang
Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Related categories