Bloomerang + Tally

Bloomerang + Tally integrations

Create Bloomerang constituents from new Tally submissions

Effortlessly manage your donor information with this seamless workflow between the Tally app and Bloomerang. When a new submission is received in Tally, a constituent will be created in Bloomerang, ensuring that your donor database stays up-to-date and organized. This automation not only saves time but also eliminates manual data entry errors, allowing you to focus on building strong relationships with your supporters.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create ConstituentCreates a new constituent.
ActionWrite

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More things you can do with Tally and Bloomerang

Discover other triggers and actions you can use with Tally and Bloomerang

- Select a form
  Required
Trigger
Instant
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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
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- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
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- 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

- Constituent
  Required
- Date
  Required
- Subject
  Required
- Purpose
  Required
- Channel
  Required
- Initiated by Constituent?
- Note
Action
Write
- Constituent
  Required
- Status
- Title
- Organization Name
- First Name
- Middle
- Last Name
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Email Interest Type
- Email Interest Update Reason
- 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
Action
Write

- Type
  Required
- Exact match
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
- 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
Search or write

- Type
Trigger
Polling
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- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
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- Type
- Minimum Amount
- Maximum Amount
Trigger
Polling
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- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
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- Constituent
  Required
- Date
  Required
- Method
  Required
- Designation Notes
- Check Number
- Check Date
- Credit Card Type
- Credit Card Last Four Digits
- Credit Card Expiration Month
- Credit Card Expiration Year
- Eft Account Type
- Eft Last Four Digits
- Eft Routing Number
- In Kind Description
- In Kind Type
- In Kind Market Value
Action
Write
- Constituent
- Channel
  Required
- User
  Required
- Due Date
  Required
- Subject
  Required
- Purpose
- Note
- Send Notifications?
Action
Write
- Type
  Required
- Exact match
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Action
Search

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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Related categories

Fundraising

About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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