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.
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).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TouchpointCreate a touchpoint in the campaign.
ActionWriteCreate a new record or update an existing record in your app.
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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 planType
Minimum Amount
Maximum Amount
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType
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 planConstituentRequired
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
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
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 planNew 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 planCustom 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 appDonor EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor Phone NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor 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 foundDonor 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 foundDonor 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 foundDonor 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 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 ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChannel
Purpose
Constituent
User
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType
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 planTypeRequired
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
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 foundNew Touchpoint
Triggers when a new touchpoint is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planActivity
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 appDonor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTouchpoint ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTouchpoint IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom 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 foundDonor 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 foundTouchpoint 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 foundTouchpoint 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
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