This document provides an overview of how to automate processes between Bloomerang and other apps using Zapier. It discusses common use cases like updating constituent and transaction fields, sending automated acknowledgements, and generating an API key. The presenter provides a demo of setting up a Zap and explains pricing plans for Zapier integration services.

1. Welcome to
Bloomerang Academy
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Live Transcript
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Housekeeping

4. Housekeeping
We will share the slides and recording of this session with
you via email later today.
The resources mentioned in the session will be linked on the
Resources slide at the end of this presentation.
Any questions we are not able to answer live or in the Q&A
will be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!

5. Bloomerang + Zapier
Updating Transactions
in Bloomerang

6. Jessie Gilchrist
Zapier Product Manager, Senior Consultant
www.SidekickSolutionsLLC.com
info@sidekicksolutionsllc.com

7. Agenda
1.
2.
3.
4.
Intro to Zapier
Demo Zapier automations
Explore common use cases
Getting started

8. Zapier

9. What is Zapier?
Automation software

10. Bloomerang is central hub

11. Do you currently have any
Zapier integrations?

12. Constituent updates

13. Use Case
Constituent updates
For each new transaction in Bloomerang, if the constituent is not already coded as
a Donor, update the Donor Type custom field to assign this value.

14. Transaction custom
fields

15. Use Case
Transaction custom fields
For each new transaction, if the GL Code custom field is empty, lookup the
appropriate GL Code by the Bloomerang Fund and then update the GL Code
custom field.

16. Generating an API key
Transaction custom fields
● Navigate to your User Settings
● In the API Keys v2.0 section,
click Generate
● Enter a Name for the key (Zapier)
● Click Generate

17. Retrieving custom field IDs
Transaction custom fields
● Navigate to Settings > Transactions
● Select Custom Fields
● Click on the custom field to Edit
● Field ID is located in the URL

18. Retrieving custom field value IDs
Transaction custom fields
● Create draft Zap in Zapier
● Skip trigger; create an action
● Select Bloomerang as the app
● Select Create Donation as the action
● Expand the custom field dropdown
and note gray ID

19. Automated
acknowledgements

20. Use Case
Automated acknowledgements
For each new transaction in Bloomerang, send an email acknowledgement through
the desired service. Then, create an interaction in Bloomerang for the sent
acknowledgement before updating the transaction to mark it as Acknowledged and
link the corresponding interaction.

21. Getting started

22. Sign up for a Zapier account
https://zapier.com/sign-up
Tip: Zapier begins with a 14-day free trial of the Professional tier functionality. Following the free trial,
your plan is converted to a Free plan until you choose to upgrade, if at all.

23. Connect Bloomerang to Zapier
● Go to My Apps
● Click Add Connection
● Search for and select Bloomerang
● Grant access using your Bloomerang login credentials

24. Explore Zapier
● Search available apps
○ https://zapier.com/apps
● Look at Bloomerang Zap templates
○ https://zapier.com/apps/bloomerang/integrations
● Review Zapier resources
○ https://zapier.com/help
● Begin building!

25. Pricing
● $2,000 fixed fee
● Configure 1-2 Zaps (3-5 steps each)
Custom plans available for more advanced use cases.
Want support from an expert?
Integration Bundle
Zapier subscription is separate from pricing above
Reach out to support@sidekicksolutionsllc.com to execute a service agreement
Includes:
● Prep
● Design
● Configuration
● Testing
● Documentation
● Review/Walkthrough
● Monitoring (15 days)

26. Would you like a follow-up
about consulting services?

27. Exploring Automations
Zapier 101
Zapier 201
Resources

28. Zapier integration experts working exclusively with
nonprofits and public sector agencies.
www.SidekickSolutionsLLC.com
info@sidekicksolutionsllc.com

29. Thank you