1.New form submission
Integrate Squarespace Forms and form processing tools to detect new visit submissions and route data into normalization.
Squarespace Formsor swap with your favorite appCreate donor record and visit note from form
Automatically extract email and clean phone number across Squarespace Forms and Zapier steps. Create and update donor records in Bloomerang when new form submissions include opt in responses or valid phone dataβso you can capture visits, confirm preferences, and log notes without manual reporting.
How this automation creates donor records from visits
When new form submissions arrive, manual review delays action and can miss accurate contact and preference details. This automation extracts contact fields and cleans phone data, then finds or creates constituents and logs visit interaction notesβso your team can follow up faster.
2.Extracts primary email
Integrate Formatter by Zapier and data normalization tools to extract the primary email and output a normalized email value.
Formatter by Zapieror swap with your favorite app
3.Cleans phone number
Integrate Code by Zapier and phone validation tools to strip non digits and output a 10 digit phone candidate.
Code by Zapieror swap with your favorite app
4.Continues qualifying submissions
Integrate Filter by Zapier and rule based validation tools to continue only when opt in is affirmative or a cleaned phone exists.
Filter by Zapieror swap with your favorite app
5.Finds or creates constituent
Integrate Bloomerang and constituent search tools to match by email and create a new constituent when no match is found.
Bloomerangor swap with your favorite app
6.Creates visit note and updates
Integrate Bloomerang and CRM interaction tracking to create a visit interaction note and update the constituent opt in status.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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