Asana + Bloomerang
Manage new or updated Bloomerang constituents by creating tasks in Asana
When a new or updated constituent profile is detected in Bloomerang, this workflow creates a task in Asana instantly. It provides a seamless link between your donor management and task management, ensuring that your team is always updated and can act quickly. This integration solves the problem of manually inputting data across platforms, enhancing your team's productivity.
When a new or updated constituent profile is detected in Bloomerang, this workflow creates a task in Asana instantly. It provides a seamless link between your donor management and task management, ensuring that your team is always updated and can act quickly. This integration solves the problem of manually inputting data across platforms, enhancing your team's productivity.
- When this happens...New or Updated Constituent
Triggers when a constituent is created or updated.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
- Free forever for core features
- 14 day trial for premium features & apps
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
