Bloomerang + Zoho Books
Create Zoho Books customers from new or updated Bloomerang constituents
Keep your Bloomerang constituents in sync with Zoho Books by setting up this streamlined automation. Whenever there's a new or updated constituent in Bloomerang, this workflow will create a customer in Zoho Books, ensuring your financial records stay up to date and making it easier to manage your donor and customer information. Focus on building strong relationships with your constituents while this workflow takes care of the data management.
Keep your Bloomerang constituents in sync with Zoho Books by setting up this streamlined automation. Whenever there's a new or updated constituent in Bloomerang, this workflow will create a customer in Zoho Books, ensuring your financial records stay up to date and making it easier to manage your donor and customer information. Focus on building strong relationships with your constituents while this workflow takes care of the data management.
- When this happens...New or Updated Constituent
Triggers when a constituent is created or updated.
- automatically do this!Create Customer
Creates a new customer.
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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