1. Welcome to BLOOMERANG ACADEMY
THANK YOU for joining us!

2. Bloomerang + Zapier
Using Scheduled Reports
to Automate Task
Management

3. YOUR PRESENTER
Jessie Gilchrist
Zapier Certified Expert & Bloomerang Integrations Consultant
Sidekick Solutions
jessie@sidekicksolutionsllc.com
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4. ● Introduce Zapier
● Review Bloomerang scheduled reports and parsing tools
● Demo how to sync tasks to Asana
● Explore advanced use cases and alternatives
Agenda
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5. Are you currently using Zapier? Are you
using Zapier with Bloomerang?
Poll
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6. Bloomerang + Zapier
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7. What is Zapier?
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Zapier connects Bloomerang to
more than 3,000 apps!

8. 1. 3,000+ integrations in one platform
2. Anyone can build Zaps
3. Custom integrations that fit your
workflows
Reasons we’re excited
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9. Are you using scheduled reports in
Bloomerang?
Poll
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10. Schedule reports and parsing
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11. 1. Deliver daily, weekly, monthly, or once
2. Send to users and non-users
3. Additional automation use cases
Scheduled reports
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12. 1. Extract data for automation actions
2. Each row becomes a separate record
3. Separate from Bloomerang + Zapier
Parsing tools
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13. Let’s take a quick break for questions!
Questions
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14. Standard task sync
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15. What tool(s) are you using for task
management?
Poll
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16. Daily report of tasks created yesterday to
be parsed and create tasks in Asana
Standard task sync
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17. Create mailparser.io inbox
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18. Report filters
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19. Report schedule
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20. Parsing rules
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21. Parsing rules (cont.)
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22. New email parsed
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23. Lookup Asana user
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24. Create task in Asana
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25. Example
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26. ● Upon completion of task in Asana, update task
in Bloomerang to complete
● Include URL to task/constituent in Bloomerang
● Create subtask for “prep” prior to due date
● Create interaction in Bloomerang following task
completion
● Send reminder in team communication app
Enhancements
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27. ● Create event in Outlook or Google Calendar
● Send digest of tasks due today in
communication app
Alternatives
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28. Creating tasks for major donations
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29. Create a task in Bloomerang for revenue
transactions greater than/equal to $1,000.
Create task for $1,000+
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30. Bloomerang is central. Use
integrations to supplement your
Bloomerang experience.
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31. 1. Sign up for Zapier
2. Connect Bloomerang and PayPal to Zapier
3. Configure your Zap
4. Activate Zap and monitor it
Getting started
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32. Get in touch
Jessie Gilchrist
Zapier Certified Expert & Bloomerang Integrations Consultant
Sidekick Solutions
jessie@sidekicksolutionsllc.com
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33. BLOOMERANG + ZAPIER
Consulting for your Bloomerang Zaps
We’re Bloomerang integration experts that
work exclusively with nonprofits!
www.SidekickSolutionsLLC.com/Bloomerang

34. Would you like a follow-up about
consulting services to set up integrations
with Bloomerang?
Poll
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35. BLOOMERANG + ZAPIER
Consulting for your Bloomerang Zaps
We’re Bloomerang integration experts that
work exclusively with nonprofits!
www.SidekickSolutionsLLC.com/Bloomerang