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1. Bloomerang + Zapier
Integrations for Your Favorite Apps

2. YOUR PRESENTER
Jeffrey Haguewood
Zapier Certified Expert & Bloomerang Integrations Consultant
Sidekick Solutions
jeff@sidekicksolutionsllc.com
BLOOMERANG + ZAPIER

3. Why do integrations matter?...
We use multiple tools!

4. BLOOMERANG + ZAPIER
● Bloomerang
● Email marketing
● Event coordination
● Online giving
● Major gift pipeline
● Volunteers
● Accounting
● Email and calendars
● Tasks and to-dos
● Peer to peer
● Reporting and
analytics
● ...plus other tools

5. Bloomerang integrations
streamline processes, save time,
and reduce effort.

6. ● Zapier intro
● What’s possible with Bloomerang + Zapier?
● Integration walkthroughs for:
○ Eventbrite
○ QBO
○ PayPal
○ G Suite (Google Apps)
Agenda
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7. Have you heard of Zapier?
Poll
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8. What is Zapier?
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Zapier connects Bloomerang to
more than 2,000 apps!

9. An integration workflow in Zapier that
connects two or more apps. Zaps start
with a trigger and then proceed to
complete one or more actions.
Zap
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10. When a transaction greater or equal to
$1,000 created in Bloomerang, notify my
team in Slack.
Example Zap
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11. Example Zap
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12. ● Multiple steps
● Multiple apps
● Filters
● Conditional paths
● Data transformation
● Custom mapping
Zap Possibilities
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13. 1. 2,000+ integrations in one platform
2. Anyone can build Zaps
3. Custom integrations that fit your
workflows
Reasons we’re excited
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14. ❏Sign up for Zapier account
❏Connect Bloomerang to Zapier
❏ Go to My Apps
❏ Search Bloomerang
❏ Grant Access
Getting started checklist
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15. Bloomerang + Zapier
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GET data out of...
POST data to...

16. A trigger is an event that starts a Zap.
Triggers are based on data entry events in
Bloomerang.
Trigger
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17. New Constituent
Updated Constituent
New Transaction
New Transaction Payment
Bloomerang Triggers
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18. Triggers when a new constituent is
created. Filter for Individuals or
Organizations or Both.
New Constituent
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19. Triggers when an existing constituent is
updated. Filter for Individuals or
Organizations or Both.
Updated Constituent
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Tip: Updates to constituent’s profile including names,
contact info, and custom fields will trigger a Zap to run.

20. Triggers when a new transaction is
created. Filter by transaction type and the
minimum or maximum amount of the
transaction.
New Transaction
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Tip: Select “True” to include Giving Summary for Zaps
involving a Constituent’s cumulative giving This Year.

21. 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.
New Transaction Payment
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22. Transaction Scenarios
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Number of trigger events
New Transaction New Transaction Payment
Donation for $20 1 1
Donation for $20 with
two split payments
1 2
Donation for $20 with
three split payments
1 3

23. An action is an event performed by a Zap
after the Zap is triggered. An action is a
task that creates new records or updates
existing records in Bloomerang.
Action
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24. Create Constituent
Update Constituent
Create Donation
Create Interaction
Bloomerang Actions
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25. Creates a new individual or organization
constituent.
Create Constituent
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26. Creates a new donation based on a
Constituent ID. Able to create a donation
that contains a maximum of 10 split
payments.
Create Donation
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Tip: To create donations for Constituents dynamically,
map the Constituent ID from a Find Constituent step.

27. Creates a new interaction based on a
Constituent ID.
Create Interaction
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28. Updates an existing Constituent based on
a Constituent ID. This action overwrites
existing Bloomerang data in some
instances.
Update Constituent
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Tip: Updating a constituent’s address, phone, or email will
promote the new info as Primary on constituent’s profile.

29. A search finds an existing record and in
some cases may allow for the creation of
a new record if none are found.
Search
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30. Find a constituent by name and at least
one of address, phone, or email, and
optionally create a constituent if none are
found.
Find Constituent
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Tip: Add as many of address, phone, and email as are
available for a wide search of constituents in Bloomerang.

31. zapier.com/apps
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32. ● Send follow-up emails to team members
● Notify Board of major gifts
● Set calendar events for to-dos
● Run real-time dashboard in spreadsheet
● Publish giving data on your website
Automation
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33. ● Automate acknowledgement printing
● Log surveys and forms to interactions
● Send new donor welcome series
● Process gifts with card swipers
● Sync constituents to your email contacts
More automation
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34. Which Bloomerang automations would
you find most helpful?
Poll
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35. Let’s take a quick break for questions!
Questions
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36. ● Eventbrite
● QuickBooks Online
● PayPal
● G Suite
Zap Templates
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37. Which of these apps do you use?
Poll
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38. Eventbrite > Bloomerang
Event integration for orders, registrations,
guests, and attendance

39. Eventbrite triggers x3
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40. Add donation to purchaser’s constituent
account in Bloomerang for new orders in
Eventbrite.
Zap 1 - Event order
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41. ● Two field check
○ Name
○ Address
○ Phone
○ Email
● Create if none found
Find or Create Constituent
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42. ● Standard fields
○ Date
○ Amount
○ Fund
○ Campaign & Appeal
● Custom fields
Create donation for order
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43. Add guests as constituents in Bloomerang
with an interaction signifying they’re
registered to join or attend.
Zap 2 - Event registration
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44. ● Custom mapping
○ Status: Registered or
Attended
○ Event name
○ Ticket type
○ Meal preference
○ Guest invited by
Create interactions
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45. Log who attended, including guests and
day-of-event registrants when they check-
in for the event.
Zap 3 - Event attendance
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46. ● No more post-event imports
● Add primary AND guests to Bloomerang
● Use Eventbrite mobile apps
● Report in real-time
● Manage free and paid events
Benefits
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47. ● Tag Mailchimp subscriber
● Add roster in Google Sheet
● Notify staff in Slack
● Send confirmation emails
● Draft invoices for sponsors
Multi-app Zaps
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48. Bloomerang > QuickBooks Online
Accounting integration and reconciliation

49. Add revenue transactions from
Bloomerang to QuickBooks Online as
customers and sales receipts properly
coded by income account and class.
Zap
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50. New Transaction
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51. Custom mapping
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52. Create Customer
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53. Create Sales Receipt
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54. Log bank deposit
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Create deposits in QBO that include sales receipts
added via integration. Subtract credit card fees from
deposits made by processors for reconciliation.

55. ● No more double data entry, plus real time
● Custom mapping of any Bloomerang field
● Simplify deposit reconciliation
● Run reports immediately, improve accuracy
● Accounting and development have same data
Benefits
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56. ● Zap 1:
○ New Bloomerang entry
○ Add to Google Sheet
● Zap 2:
○ Approve in Google Sheet
○ Add to QBO
Clearinghouse
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57. Let’s take a quick break for questions!
Questions
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58. PayPal > Bloomerang
Sync successful one-time and recurring sales
to a constituent’s timeline

59. Add successful sales from PayPal to
Bloomerang as a donation on a
constituent’s timeline, optionally update
constituent info.
Zap
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60. ● No more double data entry, plus real time
● Write item-level data to donations in
Bloomerang
● Scale online payment options
● Sell physical, digital, or symbolic products in
ecommerce platform
Benefits
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61. Bloomerang > G Suite
Real-time notifications via email and automatic
updates to a spreadsheet

62. Send email to internal team of new
donation and write new donation to
spreadsheet when entered in Bloomerang
Zap
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63. ● Send updates without running a report
● Build a spreadsheet for this year’s giving
● Notify people that don’t use Bloomerang
● Use notifications as a reminder or prompt for to-
dos
Benefits
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64. ● Shopify
● Woocommerce
● Square
● Stripe
● Constant Contact
Other popular apps
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● Survey Monkey
● Gravity Forms
● HubSpot
● Google Forms
● ...and many more!

65. ● Donor gives over a cumulative amount this year,
tag their account with a Constituent custom field
indicating their inclusion in your giving circle
● New donor added to your Bloomerang
database, send a personal email and log an
interaction of the email on Constituent’s timeline
Bloomerang to Bloomerang
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66. 1. Sign up for Zapier account
2. Connect Bloomerang to Zapier
3. Connect other apps to Zapier
4. Use a Bloomerang Zap Template
5. Turn Zap on and monitor it
5 Steps to Automation
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67. Bloomerang is the “center” of your technology
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68. Get in touch
Jeffrey Haguewood
Zapier Certified Expert & Bloomerang Integrations Consultant
Sidekick Solutions
jeff@sidekicksolutionsllc.com
BLOOMERANG + ZAPIER

69. BLOOMERANG + ZAPIER
Consulting for your Bloomerang Zaps
We’re Bloomerang integration experts that
work exclusively with nonprofits!
www.SidekickSolutionsLLC.com

70. Would you like a follow-up about
consulting services to set up integrations
with Bloomerang and Zapier?
Poll
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71. Contact
customer.accounts@bloomerang.co
for more information.