1.Catches new roundup donations
Integrate Harness and donation receipt inputs to catch roundup payments and pass core payload fields into the workflow.
Create donation records from roundup gifts for stewardship
Automatically capture each roundup payment across Harness and Bloomerang. Create and update donation records when new roundup donations arrive or when campaign fields need formatting or fund mapping, so you can get same-day receipts, enrich stewardship details, and reduce manual receipt work without reporting delays.
How this automation creates complete donation records
When roundup payments arrive, delayed or incomplete receipts can stall stewardship follow-up. This automation catches incoming donations, formats campaign details, enriches fund and tribute codes, and creates donation records in your donor databaseβso your team can recognize gifts faster.
Harnessor swap with your favorite app
2.Applies default campaign text
Integrate Formatter by Zapier and data formatting tools to set a default campaign or fund label when the incoming campaign name is blank.
Formatter by Zapieror swap with your favorite app
3.Maps fund and tribute codes
Integrate Code by Zapier and data normalization tools to convert formatted campaigns into fund IDs, normalize geography, and map tribute types.
Code by Zapieror swap with your favorite app
4.Looks up campaign mappings
Integrate Google Sheets and spreadsheet lookup tools to find campaign to campaign ID matches and return a fund ID or fallback.
Google Sheetsor swap with your favorite app
5.Creates donation record
Integrate Bloomerang and donor database tools to create donation records and populate constituent, payment, and custom tribute fields.
Bloomerangor swap with your favorite app
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Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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