Bloomerang + Planning Center

Create new constituents in Bloomerang from new profiles in Planning Center

Whenever a new profile is added in Planning Center, this workflow instantly creates a corresponding constituent in Bloomerang. This seamless connection provides an efficient solution for keeping your data consistent across both platforms. No more manual data entry or time wasted cross-checking between the two, as your information is updated in real time. Streamline your data management process and focus more on planning and engagement.

When this happens...
New Profile
Triggers when a new Profile is created.
TriggerPolling
automatically do this!
Create Constituent
Creates a new constituent.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Polling
Try It
- FormRequired
Trigger
Polling
Try It
New Profile
Triggers when a new Profile is created.
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
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- Type
- Minimum Amount
- Maximum Amount
Trigger
Polling
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- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It

- ConstituentRequired
- DateRequired
- MethodRequired
- Designation Notes
- Check Number
- Check Date
- Credit Card Type
- Credit Card Last Four Digits
- Credit Card Expiration Month
- Credit Card Expiration Year
- Eft Account Type
- Eft Last Four Digits
- Eft Routing Number
- In Kind Description
- In Kind Type
- In Kind Market Value
Action
Write
- Constituent
- ChannelRequired
- UserRequired
- Due DateRequired
- SubjectRequired
- Purpose
- Note
- Send Notifications?
Action
Write
- TypeRequired
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Action
Search

New Donation
Triggers when a donation is received.
Trigger
Polling
Try It
- Service TypeRequired
Trigger
Polling
Try It
- WorkflowRequired
Trigger
Polling
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New Transaction Payment
Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.
Trigger
Polling
Try It
- Channel
- Purpose
- Constituent
- User
Trigger
Polling
Try It
- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It
- TypeRequired
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
Action
Write
- ConstituentRequired
- DateRequired
- SubjectRequired
- PurposeRequired
- ChannelRequired
- Initiated by Constituent?
- Note
Action
Write
- ConstituentRequired
- Status
- Title
- Organization Name
- First Name
- Middle
- Last Name
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Email Interest Type
- Email Interest Update Reason
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
Action
Write
- TypeRequired
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
- Suffix
- Informal Name
- Formal Name
- Envelope Name
- Recognition Name
- Gender
- Birthdate
- Employer
- Job Title
- Facebook Page
- Twitter Handle
- LinkedIn Page
- Website
- Preferred Communication Channel
- Communication Restrictions
- Email Interest Type
- Custom Email Interests
- Primary Address Type
- Primary Address Street
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Primary Email Type
- Primary Email
- Primary Phone Type
- Primary Phone
- Primary Phone Extension
- Household
Action
Search or write

About Bloomerang

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.

Learn more

Related categories

Fundraising

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

Related categories

Fundraising

Bloomerang + Planning Center

Create new constituents in Bloomerang from new profiles in Planning Center

Supported triggers and actions

New List Result

New Form Submission

New Profile

New Constituent

New Interaction

New Transaction

New or Updated Constituent

Create Donation

Create Task

Find Constituent

New Donation

New Plan

New Workflow Card

New Transaction Payment

New Task

Updated Constituent

Create Constituent

Create Interaction

Update Constituent

Find or Create Constituent

About Bloomerang

Related categories

About Planning Center

Related categories