1.Monitors new sale and captures purchaser data
Integrate Teachable and course selling data sources to detect a new sale and pass purchaser details to downstream steps.
Create donor and donation record from course sale
Automatically monitor new sale created from Teachable across Teachable and Bloomerang. Create and update when sale created, purchaser email captured, or gift amount recordedβso you can prevent duplicates, create constituent profiles, and log donation records without manual reconciliation.
How this automation creates donation records from course sales
When a new Teachable sale happens, gifts can stay unrecorded and donors can be duplicated during manual cleanup. This automation processes purchaser data, finds or creates the right constituent, and records the donationβso your team can reconcile faster.
Teachableor swap with your favorite app
2.Splits full name into first and last
Integrate Formatter by Zapier and data transformation tools to split full name into first and last name fields.
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3.Finds constituent by purchaser email
Integrate Bloomerang and donor database tools to find an existing constituent by email and prevent duplicates.
Bloomerangor swap with your favorite app
4.Creates constituent when no match exists
Integrate Bloomerang and contact creation tools to create a new constituent using split name fields and email.
5.Creates donation linked to constituent
Integrate Bloomerang and donation record systems to create a donation with gift amount, gift date, and constituent link.
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