Bloomerang + Smartsheet
Add new Bloomerang transaction payments as rows in Smartsheet
When a new transaction payment is recorded in your Bloomerang application, this workflow will promptly add a row to your Smartsheet. This integration assists in maintaining seamless record-keeping by updating your Smartsheet document with the details from every transaction in Bloomerang. It ensures that your financial data is always up to date, saving time from manual data entry and possible human error.
When a new transaction payment is recorded in your Bloomerang application, this workflow will promptly add a row to your Smartsheet. This integration assists in maintaining seamless record-keeping by updating your Smartsheet document with the details from every transaction in Bloomerang. It ensures that your financial data is always up to date, saving time from manual data entry and possible human error.
- When this happens...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.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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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
