1.Monitors new charge events
Integrate Stripe and payment processing to detect new charge events for donation receipt creation.
Create donor records and donations from charges in donor database
Automatically monitor new charge events across Stripe and your donor records in Bloomerang. Create and link donation transactions when charge succeeds, subscription payment posts, or invoice billing shows upβso you can reconcile gifts, route to the right constituent, and update donor data without manual reconciliation.
How this automation reconciles donation payments
When Stripe new charge events hit, manual follow-up can delay gift tracking and reconciliation. This automation filters charges, parses donor data, checks constituents, and creates donation records in Bloomerangβso your team can reconcile receipts faster.
Stripeor swap with your favorite app
2.Filters qualifying payments
Integrate Filter by Zapier and billing rules to continue only qualifying subscription or standalone charges.
Filter by Zapieror swap with your favorite app
3.Parses payer name fields
Integrate Code by Zapier and data formatting to parse payer full name into first and last name.
Code by Zapieror swap with your favorite app
4.Searches constituents by email
Integrate Webhooks by Zapier and donor lookups to call your search endpoint and check for an existing constituent.
Webhooks by Zapieror swap with your favorite app
5.Branches constituent lookup results
Integrate Paths by Zapier and conditional routing to create the right Bloomerang records based on search response.
Paths by Zapieror swap with your favorite app
6.Creates donation for matched constituent
Integrate Bloomerang to create donation mapping the located constituent ID and mapped payment details.
Bloomerangor swap with your favorite app
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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