Connect Stax to Bloomerang and automate any workflow
![Stax](https://zapier-images.imgix.net/storage/developer/21bc5ce21b8e8f5a28aafeff6a38ef4d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Stax](https://zapier-images.imgix.net/storage/developer/21bc5ce21b8e8f5a28aafeff6a38ef4d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Bloomerang](https://zapier-images.imgix.net/storage/services/a5834b0d197469376890267e16211f51.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Bloomerang](https://zapier-images.imgix.net/storage/services/a5834b0d197469376890267e16211f51.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Stax with Bloomerang - no code necessary. See how you can get setup in minutes.
Select a trigger from Stax
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Bloomerang
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Stax to Bloomerang
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Stax 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Stax 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.
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.
- New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Catalog Item
Triggers when a catalog item has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Payment
Lists your Payments.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Payment
Triggers when a payment (transaction) is updated. Example, a payment is linked to a new customer. Note that a refund is considered a new transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer RecordRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Due Date
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer RecordRequired
- Schedule TypeRequired
- Start OnRequired
- Run IntervalRequired
- Schedule this many timesRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The Item's unique identifier in the catalogRequired
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer RecordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search by keywordRequired
- Customer RecordRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Due Date
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
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- Search by keywordRequired
- Customer RecordRequired
- Schedule TypeRequired
- Start OnRequired
- Run IntervalRequired
- Schedule this many timesRequired
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line itemsRequired
- The grand total to charge for the invoiceRequired
- Number of line items to populateRequired
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
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- Channel
- Purpose
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type
- Minimum Amount
- Maximum Amount
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConstituentRequired
- ChannelRequired
- UserRequired
- Due DateRequired
- SubjectRequired
- PurposeRequired
- 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 Dispute
Triggers when a new dispute is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Catalog Item
Triggers when a new catalog item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a new payment (transaction) is posted to your account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Scheduled Invoice
Triggers when an existing scheduled invoice is updated. Examples: occurence dates changed, amount changes. Note that the API does not highlight which field(s) have updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First/Given NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The grand total to charge for the invoiceRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search by keywordRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search by keywordRequired
- First/Given NameRequired
- Last/Family NameRequired
- Email AddressRequired
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
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- Search by keywordRequired
- Item NameRequired
- Number in StockRequired
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
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- Search by keywordRequired
- The grand total to charge for the invoiceRequired
- Payment MethodRequired
- Invoice
- Create Pre-Authorization?Required
- First/Given NameRequired
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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Channel
- Purpose
- Constituent
- User
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type
- Include Constituent’s cumulative giving history?
- Include Constituent’s Household information?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- 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
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 found