Bloomerang + Microsoft SharePoint

Update Bloomerang constituents when new list items are added in Microsoft SharePoint

Experience smoother data management between Microsoft SharePoint and Bloomerang with this efficient workflow. Once a new item appears on your SharePoint list, the corresponding details are immediately updated in the Bloomerang system. This streamlined automation process ensures your records remain current, easing the administrative task and saving valuable time. With less focus on mundane data updates, you have more time for essential tasks.

When this happens...
New List Item
Triggers when a new item is created in a list.
TriggerPolling
automatically do this!
Update Constituent
Updates an existing constituent.
ActionWrite

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Supported triggers and actions

- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- SiteRequired
- ListRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination siteRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write

- Site
- SharePoint URLRequired
- Allow editing
Action
Write
- Site
- Parent folderRequired
- Folder nameRequired
Action
Write

- Site
- Template
- List's nameRequired
- Description
Action
Write
- SiteRequired
- PageRequired
Action
Write
- Site
- FolderRequired
- File's nameRequired
- Should we overwrite the file?
- New FileRequired
Action
Write
- Site
- FolderRequired
- NameRequired
Action
Search
- Site
- FolderRequired
- Include detailed metadata
Action
Search
- Type
Trigger
Polling
Try It
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Polling
Try It
- Type
- Minimum Amount
- Maximum Amount
Trigger
Polling
Try It
- 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

- Site
Trigger
Polling
Try It
- Site
- ListRequired
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- FilterRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- FolderRequired
- Overwrite
Action
Write
- Site
- ListRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- ListRequired
Action
Search
- Site
Action
Search
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 Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Bloomerang + Microsoft SharePoint

Update Bloomerang constituents when new list items are added in Microsoft SharePoint

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Copy File or Folder (Across Sites)

Create Anonymous Sharing Link

Create Folder

Create a list

Publish Page

Upload a File

Find File

Get Folder Contents

New Constituent

New Interaction

New Transaction

New or Updated Constituent

Create Donation

Create Task

Find Constituent

New List

New List Item

New or Updated Folder

New or Updated List

Copy File or Folder (Within Site)

Delete List Item

Create List Item

Move File

Update List Item

API Request (Beta)

Find List Item

Get Site Information

New Transaction Payment

New Task

Updated Constituent

Create Constituent

Create Interaction

Update Constituent

Find or Create Constituent

About Bloomerang

Related categories

About Microsoft SharePoint

Related categories