Bloomerang + Rally Corp
Create Bloomerang constituents when tags are added to contacts in Rally Corp
Manually adding contacts can be a headache. So ditch the headache and use this integration. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates constituents in your Bloomerang account.
Manually adding contacts can be a headache. So ditch the headache and use this integration. Whenever your chosen tag is added to a contact in your Rally Platform account, this integration creates or updates constituents in your Bloomerang account.
- When this happens...Triggers When a Tag Is Added
Fetches contact details whenever a tag is added
- automatically do this...Find Constituent
Find a Constituent by name and a least one of address, phone, or email.
- then do this!Create Constituent
Creates a new constituent.
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- 14 day trial for premium features & apps
Tag NameRequired
Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)
Try ItPhone NumberRequired
First Name
Last Name
Email
Tags
Notes
Additional Custom Fields
Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
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Campaign NameRequired
Phone NumberRequired
First Name
Last Name
Additional Custom Fields
Workflow KeywordRequired
From NumberRequired
To NumberRequired
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
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