Bloomerang + Sunsama
Create new Sunsama tasks from new Bloomerang tasks
Maintain productivity and stay organized with this helpful integration between Bloomerang and Sunsama. Whenever you create a new task in Bloomerang, an identical task will be generated in Sunsama. This automatic workflow eliminates the need for manual entry in multiple platforms, saving you time and ensuring consistency across your task management systems.
Maintain productivity and stay organized with this helpful integration between Bloomerang and Sunsama. Whenever you create a new task in Bloomerang, an identical task will be generated in Sunsama. This automatic workflow eliminates the need for manual entry in multiple platforms, saving you time and ensuring consistency across your task management systems.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Task
Creates a new task in Sunsama.
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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