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Bloomerang
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Bloomerang
1. Choose trigger event
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Square
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Square
2. Choose action
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1. Select the event
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Bloomerang
Choose a trigger event

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 "Add Customer to Group" in Square.

You’re connected!

Zapier seamlessly connects Bloomerang and Square, 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.

    • Type
    Trigger
    Polling
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    • Channel
    • Purpose
    • Include Constituent’s cumulative giving history?
    • Include Constituent’s Household information?
    Trigger
    Polling
    Try It
    • Type
    • Minimum Amount
    • Maximum Amount
    Trigger
    Polling
    Try It
    • Type
    • Include Constituent’s cumulative giving history?
    • Include Constituent’s Household information?
    Trigger
    Polling
    Try It
  • Bloomerang triggers, actions, and search
    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.

    Trigger
    Polling
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    • Channel
    • Purpose
    • Constituent
    • User
    Trigger
    Polling
    Try It
    • Type
    • Include Constituent’s cumulative giving history?
    • Include Constituent’s Household information?
    Trigger
    Polling
    Try It
    • Type
      Required
    • 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
    Action
    Write

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Practical ways you can use Bloomerang and Square

Add Square customers to Bloomerang constituents

Automatically align customer records across your donor and business systems. When a new customer is created in Square, Zapier adds them as a constituent in Bloomerang, helping you maintain streamlined records without manual effort.

Business Owner
Try it
Track Square inventory in Bloomerang with updated constituents

Keep your donation and sales data in sync. When a customer purchases an inventory item in Square and their constituent info in Bloomerang is updated, Zapier ensures all relevant data is accurate and synchronized for easy reference.

IT
Log Square transactions as interactions in Bloomerang

Ensure a record of financial interactions for your project stakeholders. When a new payment is completed in Square, Zapier creates a corresponding interaction in Bloomerang, helping you keep a history of contributions in one place.

Project Management

Learn how to automate Square on the Zapier blog

Make work flow with AI

Level up your Bloomerang to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Bloomerang + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloomerang and Square

How can I connect Bloomerang with Square?

To connect Bloomerang with Square, you can use our platform to create a Zap that specifies the triggers and actions you want between the two applications. For example, you could set up a trigger in Square such that whenever a transaction is completed, it creates or updates a donor record in Bloomerang.

What triggers are available when integrating Bloomerang with Square?

When integrating Bloomerang with Square, you can use triggers such as a new transaction in Square. This allows you to automate actions like creating or updating records in Bloomerang whenever the trigger event occurs.

What actions can be performed in Bloomerang from a Square trigger?

Upon receiving a trigger from Square, such as a completed payment, actions that can be performed in Bloomerang include creating new donor records or updating existing ones. This ensures that your donor information is always up-to-date based on your transactions.

Do I need technical skills to set up the integration between Bloomerang and Square?

No technical skills are required to set up the integration between Bloomerang and Square. Our user-friendly interface guides you through the process of setting up Zaps with specific triggers and actions without needing any coding knowledge.

Can I customize which data fields are updated in Bloomerang from Square transactions?

Yes, you can customize which data fields in Bloomerang are updated based on transactions in Square. Our platform allows for detailed mapping of fields so that information from your transactions is accurately reflected in your donor database.

Are there any limitations on how often data is synced between Bloomerang and Square?

The frequency of data syncing between Bloomerang and Square depends on the plan you're on with us. Typically, while premium plans offer near real-time syncing capabilities, basic plans may have certain constraints on how frequently data syncs occur.

What should I do if my integration between Bloomerang and Square stops working?

If your integration stops working, check if there have been any changes to the connected accounts or permissions first. If everything seems fine but issues persist, our support team is available to help troubleshoot further. Often reviewing triggers and actions setup resolves common problems.

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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 Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
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