Bloomerang + Microsoft To Do
Create tasks in Microsoft To Do from new tasks in Bloomerang
Simplify your project management process with this integration. When a new task is created in Bloomerang, it will immediately generate a corresponding task in Microsoft To Do. This efficient workflow not only saves time but ensures that every fundraising or donor management duty is tracked and completed promptly. Master your to-do list and never miss a task from Bloomerang again.
Simplify your project management process with this integration. When a new task is created in Bloomerang, it will immediately generate a corresponding task in Microsoft To Do. This efficient workflow not only saves time but ensures that every fundraising or donor management duty is tracked and completed promptly. Master your to-do list and never miss a task from Bloomerang again.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Triggers when a new task is created.
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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
