Bloomerang + Levitate

Create or update Levitate contacts when new constituents are added in Bloomerang

Streamline your contact management between Bloomerang and Levitate with this efficient workflow. Whenever a new constituent is added in Bloomerang, this automation promptly creates or updates the same contact in Levitate. This seamless process ensures up-to-date information across both platforms, saving you the time and effort of manual data entry and facilitating effective communication with your constituents.

Streamline your contact management between Bloomerang and Levitate with this efficient workflow. Whenever a new constituent is added in Bloomerang, this automation promptly creates or updates the same contact in Levitate. This seamless process ensures up-to-date information across both platforms, saving you the time and effort of manual data entry and facilitating effective communication with your constituents.

  1. When this happens...
    BloomerangBloomerang
    New Constituent

    Triggers when a new constituent is created.

    TriggerScheduled
  2. automatically do this!
    LevitateLevitate
    Create or Update Levitate Contact

    Creates or updates a Contact in Levitate

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Bloomerang triggers, actions, and search

    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
    Scheduled
    Try It
    • Channel

    • Purpose

    • Constituent

    • User

    Trigger
    Scheduled
    Try It
    • Type

    • Include Constituent’s cumulative giving history?

    • Include Constituent’s Household information?

    Trigger
    Scheduled
    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
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bloomerang logo

About Bloomerang

Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices for donor engagement and retention.
Help

Related categories

  • Fundraising
levitate logo
levitate logo

About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)