Bloomerang + Fundraise Up

Create tasks in Bloomerang for new recurrings in Fundraise Up

Stay on top of your Fundraise Up donations effortlessly with this workflow. When there's a new recurring donation, this triggers the creation of a task in Bloomerang. This systematic approach helps you manage tasks effectively, ensuring that no follow-up is missed amid your fundraising activities. Harness the power of consistent tracking and stay ahead with your fundraising efforts.

When this happens...
New Recurring Donation
Triggers when a new recurring donation is added to your account.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Donation
Triggers when a new donation is added to your account.
Trigger
Instant
Try It
New Supporter
Triggers when a new supporter is added to your account.
Trigger
Instant
Try It
Updated Recurring Donation
Triggers when a recurring donation is updated in your account.
Trigger
Instant
Try It
- 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

New Recurring Donation
Triggers when a new recurring donation is added to your account.
Trigger
Instant
Try It
Updated Donation
Triggers when a donation is updated in your account.
Trigger
Instant
Try It
Updated Supporter
Triggers when a supporter is updated in your account.
Trigger
Instant
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.
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 Fundraise Up

Fundraise Up is a donor-centric, AI-assisted online giving solution that helps nonprofits significantly increase the amount of money raised online.

Learn more

Related categories

Payment Processing

Bloomerang + Fundraise Up

Create tasks in Bloomerang for new recurrings in Fundraise Up

Supported triggers and actions

New Donation

New Supporter

Updated Recurring Donation

New Constituent

New Interaction

New Transaction

New or Updated Constituent

Create Donation

Create Task

Find Constituent

New Recurring Donation

Updated Donation

Updated Supporter

New Transaction Payment

New Task

Updated Constituent

Create Constituent

Create Interaction

Update Constituent

Find or Create Constituent

About Bloomerang

Related categories

About Fundraise Up

Related categories