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Bloomerang + PhoneRaise
Bloomerang + PhoneRaise
Create touchpoints in PhoneRaise for the anniversaries of new donations made in Bloomerang
Sometimes donors forget to give again the following year. This integration creates a touchpoint in PhoneRaise on the anniversary of every new Bloomerang donation to check in with that donor.
- When this happens...
New TransactionTriggers when a new transaction is created (with line item support).TriggerPolling - automatically do this!
Create TouchpointCreate a touchpoint in the campaign.ActionWrite
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More things you can do with Bloomerang and PhoneRaise
Discover other triggers and actions you can use with Bloomerang and PhoneRaise
- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConstituentRequired
- DateRequired
- SubjectRequired
- PurposeRequired
- ChannelRequired
- Initiated by Constituent?
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Exact match
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New TouchpointTriggers when a new touchpoint is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Updated Touchpoint
Triggers when a touchpoint is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Touchpoint IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Touchpoint IDRequired
- Donor ID
- Activity
- Title
- Description
- Note
- Due Date
- Is Complete
- Completed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Donor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Donor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Touchpoint ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Touchpoint IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Donor IDRequired
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Donor IDRequired
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Touchpoint ID
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Touchpoint IDRequired
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Transaction PaymentTriggers 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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Channel
- Purpose
- Constituent
- User
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ConstituentRequired
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Constituent
- ChannelRequired
- UserRequired
- Assign to Relationship Manager?
- Due DateRequired
- SubjectRequired
- Purpose
- Note
- Send Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Exact match
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Donor
Triggers when a new donor is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Donor
Triggers when a donor is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Donor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Donor IDRequired
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Donor ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Donor EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Donor Phone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Donor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Donor ID
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Donor EmailRequired
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Donor Phone NumberRequired
- Custom Donor ID
- Primary First Name
- Primary Last Name
- Primary Phone Number
- Primary Email
- Secondary First Name
- Secondary Last Name
- Secondary Email
- Secondary Phone Number
- Home Phone Number
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Status
- Volunteer ID
- Volunteer Notes
- Last Donation Amount
- Amount
- Recent Donation Amount
- Recent Donation Date
- Ask Amount
- Tag
- Custom Header 1
- Custom Field 1
- Custom Header 2
- Custom Field 2
- Custom Header 3
- Custom Field 3
- Custom Header 4
- Custom Field 4
- Custom Header 5
- Custom Field 5
- Custom Header 6
- Custom Field 6
- Custom Header 7
- Custom Field 7
- Custom Header 8
- Custom Field 8
- Custom Header 9
- Custom Field 9
- Custom Header 10
- Custom Field 10
- Custom Header 11
- Custom Field 11
- Custom Header 12
- Custom Field 12
- Custom Header 13
- Custom Field 13
- Custom Header 14
- Custom Field 14
- Custom Header 15
- Custom Field 15
- Custom Header 16
- Custom Field 16
- Custom Header 17
- Custom Field 17
- Custom Header 18
- Custom Field 18
- Custom Header 19
- Custom Field 19
- Custom Header 20
- Custom Field 20
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Donor IDRequired
- Activity
- Description
- Due Date
- Is Complete
- Completed Date
- Title
- Note
- Donor Selection Type
- Donor ID
- Custom Donor ID
- Donor Email
- Donor Phone Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.
Related categories
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