Rally Corp Bloomerang Integration - Quick Connect - Zapier

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Quickly connect Rally Corp to Bloomerang with a Zapier template.

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Create Bloomerang constituents when tags are added to contacts in Rally Corp
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Rally Corp + Bloomerang

Create Bloomerang constituents when tags are added to contacts in Rally Corp

Rally Corp + Bloomerang

How Zapier works

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

Select a trigger from Rally Corp

A trigger is an event that starts your Zap and runs the workflow. For example, with Rally Corp, a trigger could be "Triggers When a Tag Is Added."

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 Rally Corp to Bloomerang

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

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Connect Rally Corp 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.

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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.

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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.

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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.

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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.

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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.

- Tag Name
  Required
- Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)
Trigger
Instant
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- Phone Number
  Required
- First Name
- Last Name
- Email
- Tags
- Notes
- Additional Custom Fields
Action
Write
- Type
Trigger
Scheduled
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- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Trigger
Scheduled
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- 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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- 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

- Campaign Name
  Required
- Phone Number
  Required
- First Name
- Last Name
- Additional Custom Fields
Action
Write
- Workflow Keyword
  Required
- From Number
  Required
- To Number
  Required
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
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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
- 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

Learn how to automate Rally Corp on the Zapier blog

Learn how to automate Bloomerang on the Zapier blog

About Rally Corp

Rally is for Charities & Causes Who Make a Lasting Impact. Use conversational text messaging to forge unbreakable relationships with donors and volunteers.

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

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