1.Detect new donation and charge received
Integrate Revv and charge event data to start the flow for captured donation details.
Create donation record and update donor profile automatically
Automatically monitor new donation and charge received events across Revv and Bloomerang. Create and update donation records when donation timestamp arrives, payment method is captured, or constituent match is detected β so you can format donation dates, post gifts to your donor database, and refresh donor profiles without manual data entry.
How this automation keeps your donation records accurate
When new donation and charge received events come in, delays can leave donor records incomplete and receipts harder to fulfill. This automation formats donation dates and creates donation records, then filters matches and updates constituent profilesβso your team can keep donor data accurate.
Revvor swap with your favorite app
2.Format donation date for reporting
Integrate Formatter by Zapier and reporting tools to format the donation timestamp into a donation date.
Formatter by Zapieror swap with your favorite app
3.Find constituent by source info
Integrate Bloomerang and contact matching tools to search for an existing constituent and return the constituent ID.
Bloomerangor swap with your favorite app
4.Create donation with gift notes
Integrate Bloomerang and donation fields to create a donation record using the formatted donation date and amount.
5.Continue only after constituent match
Integrate Filter by Zapier and workflow routing tools to continue only when a constituent was found.
Filter by Zapieror swap with your favorite app
6.Update constituent profile fields
Integrate Bloomerang and donor profile updates tools to update employer, job title, address, email, and phone.
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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