Email by Zapier + Harness + Bloomerang

Create interactions in Bloomerang and send outbound emails for new donations in Harness

Stay easily responsive to new donations with this Zap. Once it's active, after a donation is made in Harness, a search is automatically made against the donor's information to find a constituent. If a constituent is not found then one is created with their information. Once the constituent record is found or created, a receipt interaction is then made and an email notification is sent, keeping your stakeholders up to date without any added clicks or keystrokes.

When this happens...
New Donation
Triggers when a donation occurs (one-time, recurring, round-ups)
TriggerInstant
automatically do this...
Create Interaction
Creates a new interaction.
ActionWrite
then do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

What does this mean?

Donation Failed
Triggers when a donation of any kind (one-time, monthly, round-up) fails, usually due to card errors
Trigger
Instant
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- Donation TypeRequired
Trigger
Instant
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Monthly Donation Created
Triggers when a donor creates a new monthly donation subscription.
Trigger
Instant
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Round-Up Account Cancelled
Triggers when a donor cancelled their round-up account.
Trigger
Instant
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- Type
Trigger
Scheduled
Try It

- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Scheduled
Try It
- Type
- Minimum Amount
- Maximum Amount
Trigger
Scheduled
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- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Scheduled
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- 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
- Email AddressRequired
Trigger
Instant
Try It
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Monthly Donation Cancelled
Triggers when a donor cancels a monthly donation.
Trigger
Instant
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New Donor
Triggers when a donor registers a new account
Trigger
Instant
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Round-Up Account Created
Triggers when a donor connects a new round-up account.
Trigger
Instant
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New Ticket Purchase
Triggers when a transaction is completed in the ticket store
Trigger
Instant
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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
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- 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
- 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
- Setup Directions
Trigger
Instant
Try It

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Related categories

About Harness

Raise More + Stress Less with the Harness Fundraising Platform - Nonprofit Industry Leader in Recurring Giving and Donor Experience Automation Tools

Learn more

Related categories

Fundraising

About Bloomerang

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

Related categories

Fundraising

Email by Zapier + Harness + Bloomerang

Create interactions in Bloomerang and send outbound emails for new donations in Harness

Supported triggers and actions

Donation Failed

New Donation

Monthly Donation Created

Round-Up Account Cancelled

New Constituent

New Interaction

New Transaction

New or Updated Constituent

Create Donation

Create Task

Find Constituent

New Inbound Email

Send Outbound Email

Monthly Donation Cancelled

New Donor

Round-Up Account Created

New Ticket Purchase

New Transaction Payment

New Task

Updated Constituent

Create Constituent

Create Interaction

Update Constituent

Find or Create Constituent

New Read Receipt

About Email by Zapier

Related categories

About Harness

Related categories

About Bloomerang

Related categories