Asana + Bloomerang
Create tasks in Asana for every new transaction in Bloomerang
Boost your task management efficiency with this efficient workflow. When a new transaction occurs in Bloomerang, a task is immediately created in Asana ensuring you can easily keep track of every financial move. It's a perfect integration to swiftly manage financial transactions without missing any important details. Improve your productivity and focus on what matters to your non-profit organization, leave the task organization to Bloomerang and Asana.
Boost your task management efficiency with this efficient workflow. When a new transaction occurs in Bloomerang, a task is immediately created in Asana ensuring you can easily keep track of every financial move. It's a perfect integration to swiftly manage financial transactions without missing any important details. Improve your productivity and focus on what matters to your non-profit organization, leave the task organization to Bloomerang and Asana.
- When this happens...New Transaction
Triggers when a new transaction is created (with line item support).
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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Type
Try ItChannel
Purpose
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItType
Minimum Amount
Maximum Amount
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try It
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.
Try ItChannel
Purpose
Constituent
User
Try ItType
Include Constituent’s cumulative giving history?
Include Constituent’s Household information?
Try ItTypeRequired
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
