Plumsail Documents + Bloomerang Integrations

How to connect Plumsail Documents + Bloomerang

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
Try It
- Type
  Use this field to filter for Individuals or Organizations only. Otherwise, leave this field blank for all constituents.
Trigger
Scheduled
Try It
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Trigger
Scheduled
Try It
- Type
- Minimum Amount
- Maximum Amount
Trigger
Scheduled
Try It
- Type
  Use this field to filter for Individuals or Organizations only. Otherwise, leave this field blank for all constituents.
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Trigger
Scheduled
Try It

- ConstituentRequired
  To create donations for Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- DateRequired
  Date will default to today’s date if input is not in date/time format.
- MethodRequired
- Designation Notes
  The Designation section will create split payments if you have line items from a previous step. Learn more about split payments.
- Check Number
- Check Date
  Date will default to today’s date if input is not in date/time format.
- 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
  To create tasks for Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- ChannelRequired
- UserRequired
  To assign tasks dynamically, choose Custom to map the ID of the user from a prior step; otherwise select a single user from the list.
- Due DateRequired
- SubjectRequired
- Purpose
- Note
- Send Notifications?
  If true, Bloomerang will send email notifications to the user for this task.
Action
Write

- TypeRequired
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Action
Search

- Process NameRequired
Action
Write
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
Scheduled
Try It
- Channel
- Purpose
- Constituent
- User
Trigger
Scheduled
Try It
- Type
  Use this field to filter for Individuals or Organizations only. Otherwise, leave this field blank for all constituents.
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
Trigger
Scheduled
Try It
- TypeRequired
- Suffix
- Informal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Formal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Envelope Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Recognition Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
  Leave blank for Constituent to receive All emails. Must include Custom Email Interests below if set to Custom.
- Custom Email Interests
- Primary Address Type
  Type is required when adding an address.
- Primary Address Street
- Primary Address City
- Primary Address State
  Accepts either full State (e.g. Indiana) or State abbreviation (e.g. IN)
- Primary Address Postal Code
- Primary Address Country
  Accepts either full Country (e.g. United States) or Country Code (e.g. US)
- Primary Email Type
  Type is required when adding an email.
- Primary Email
- Primary Phone Type
  Type is required when adding a phone.
- Primary Phone
- Primary Phone Extension
- Household
Action
Write
- ConstituentRequired
  To create interactions for Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- DateRequired
  Date will default to today’s date if input is not in date/time format.
- SubjectRequired
- PurposeRequired
- ChannelRequired
- Initiated by Constituent?
- Note
Action
Write
- ConstituentRequired
  To update Constituents dynamically, choose Custom to map the ID from a Find Constituent step.
- 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
  Required if Email Interest Type is changed.
- Custom Email Interests
  This field is only used IF "Email Interest Type" is set to "Custom".
- Primary Address Type
  Type is required when adding an address.
- Primary Address Street
- Primary Address City
- Primary Address State
  Accepts either full State (e.g. Indiana) or State abbreviation (e.g. IN)
- Primary Address Postal Code
- Primary Address Country
  Accepts either full Country (e.g. United States) or Country Code (e.g. US)
- Primary Email Type
  Type is required when adding an email.
- Primary Email
- Primary Phone Type
  Type is required when adding a phone.
- Primary Phone
- Primary Phone Extension
Action
Write
- TypeRequired
- Include Constituent’s cumulative giving history?
  Select "True" to get the Constituent’s 10-year giving history, average giving, lifetime giving, and first, last, and largest transactions.
- Include Constituent’s Household information?
  Select "True" to get the Constituent’s Household names, status, and engagement score.
- Suffix
- Informal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Formal Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Envelope Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Recognition Name
  Leave blank to populate the default name based on the provided Constituent name fields.
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
  Leave blank for Constituent to receive All emails. Must include Custom Email Interests below if set to Custom.
- Custom Email Interests
- Primary Address Type
  Type is required when adding an address.
- Primary Address Street
- Primary Address City
- Primary Address State
  Accepts either full State (e.g. Indiana) or State abbreviation (e.g. IN)
- Primary Address Postal Code
- Primary Address Country
  Accepts either full Country (e.g. United States) or Country Code (e.g. US)
- Primary Email Type
  Type is required when adding an email.
- Primary Email
- Primary Phone Type
  Type is required when adding a phone.
- Primary Phone
- Primary Phone Extension
- Household
Action
Search or write

How Plumsail Documents + Bloomerang Integrations Work

Step 1: Authenticate Plumsail Documents and Bloomerang.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Bloomerang

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About Bloomerang

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.

Learn more

Related categories

Fundraising

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Plumsail Documents + Bloomerang Integrations

How to connect Plumsail Documents + Bloomerang

Connect your apps and automate workflows

Process Finished

New Constituent

Type

New Interaction

Channel

Purpose

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

New Transaction

Type

Minimum Amount

Maximum Amount

New or Updated Constituent

Type

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

Create Donation

ConstituentRequired

DateRequired

MethodRequired

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

Create Task

Constituent

ChannelRequired

UserRequired

Due DateRequired

SubjectRequired

Purpose

Note

Send Notifications?

Find Constituent

TypeRequired

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

Start Process

Process NameRequired

New Transaction Payment

New Task

Channel

Purpose

Constituent

User

Updated Constituent

Type

Include Constituent’s cumulative giving history?

Include Constituent’s Household information?

Create Constituent

TypeRequired

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