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Integrate Gratavid with Bloomerang to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Gratavid with Bloomerang - no code necessary. See how you can get setup in minutes.

Select a trigger from Gratavid

A trigger is an event that starts your Zap and runs the workflow. For example, with Gratavid, a trigger could be "New Event."

A trigger is the event that kicks off your automated workflow.

Setup an action from Bloomerang

An action is what takes place after the automation is triggered. For example, with Bloomerang, the action could be "Create Constituent."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Gratavid to Bloomerang

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Gratavid to Bloomerang with a Zapier template.

Our most popular template

Send Gratavid notes for new donations in Bloomerang
Details
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Bloomerang + Gratavid
Create Gratavid tasks from new Bloomerang donations over $100
Details
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Bloomerang + Filter by Zapier + Gratavid

Send Gratavid notes for new donations in Bloomerang

Bloomerang + Gratavid

Create Gratavid tasks from new Bloomerang donations over $100

Bloomerang + Filter by Zapier + Gratavid

Make work flow with AI

Level up your Gratavid to Bloomerang integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Gratavid and Bloomerang to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Gratavid and Bloomerang to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Gratavid event
Trigger
Instant
Try It
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Cell Number
- Contact Opted In To Text
- Gratavid Custom User Id
- Gratavid Custom Account Id
Action
Write
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

- Type
  Required
- 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
- Constituent
  Required
- Date
  Required
- Subject
  Required
- Purpose
  Required
- Channel
  Required
- Initiated by Constituent?
- Note
Action
Write

- Constituent
  Required
- 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
- Type
  Required
- 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

- Contact Email
  Required
- Comments / Reason For Task
- Contact First Name
- Contact Last Name
- Contact Cell Number
- Contact Opted In To Text
- Gratavid Custom User Id
- Gratavid Custom Account Id
Action
Write
- 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
Try It
- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Scheduled
Try It
- Constituent
  Required
- Date
  Required
- Method
  Required
- 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
  Required
- Channel
  Required
- User
  Required
- Due Date
  Required
- Subject
  Required
- Purpose
  Required
- Note
- Send Notifications?
Action
Write
- Type
  Required
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Action
Search

Learn how to automate Gratavid on the Zapier blog

Learn how to automate Bloomerang on the Zapier blog

About Gratavid

Gratavid is a video service that lets you create and send personalized videos, beautifully delivered via email and text message. Update supporters, promote events, and thank your biggest advocates with video.

Related categories

Video & Audio

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

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