Use Zapier to Connect Third-party apps to Bloomerang Fundraising
Transfer data to and from third-party apps using the Zapier integration for Bloomerang Fundraising
Our integration with Zapier is available for clients who've added Giving Essentials, Giving+, or Premium Fundraising Suite. If you're interested in adding this package to gain access to Zapier (and lots of other amazing features!), send our Customer Experience Team an email or head over to the Plans and Pricing page in your Bloomerang Fundraising account.
Requirements
To connect third-party apps to Bloomerang Fundraising with Zapier, you must have an existing Zapier account. We recommend using a Zapier account connected to your organization rather than connected to a single individual.
Generating an API Token in Bloomerang Fundraising
Before getting started in Zapier, you’ll need to generate an API token in your Bloomerang Fundraising control panel in order to connect the two programs. You must have permission set up to manage API keys on your Bloomerang Fundraising account in order to do this.
To generate the API token:
In the control panel, click Data Tools.
Click API Access.
Click Create API Token.
Name your token.
Select Permanent as the token type and choose which forms you intend to connect.
Important: We recommend limiting your API keys to a single form - adding more than one form per key increases the chance that some transactions may not trigger properly once connected.
6. Click Add New Token to save your work.
Connect Bloomerang Fundraising to Zapier
Log in to your Zapier account.
In the navigation bar, click App Connections.
Click Add Connection.
Search for “Bloomerang Fundraising,” and then click Add Connection.
In the new window that opens, paste the API key you generated from Bloomerang Fundraising.
Click Yes, continue, to Bloomerang Fundraising.
Your newly connected Bloomerang Fundraising account appears in the Apps list. You can test your connection, disconnect, or reconnect as needed.
Creating a “Zap” in Zapier
For this example, we will connect Slack to Bloomerang Fundraising and create a zap to message a Slack channel when a donation is processed. At the top of the navigation panel, click Create.
Select Zaps.
Name your Zap.
Select Bloomerang Fundraising as your trigger app.
From the Trigger Event list, select New Transaction
Click Continue.
Click Test Trigger.
Select a recent transaction and click Continue with Selected Record.
Select the app you would like to connect.
From the dropdown, select an Action Event.
Click Sign in to log into your connected app.
In the new tab that opens, click Yes, Continue.
Follow the prompts to enable the connection.
In the dropdown and text fields, enter the details for how you want the connection to function. The available options depend on the app you’re connecting and the Action Event.
Click Continue.
Select Test Step.
If your test was successful and you’re ready to run your automation, click Publish.
That’s it—you’ve set up a Zap! You can now view it on your Zaps page or go Zap-crazy and create more.