Our integration with Zapier is available for clients who've added the Giving Essentials or Giving+ package. 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.

To watch a video on connecting your Bloomerang Fundraising account with Zapier, check out this video.

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 set up an API token, hover over Data Tools in your organization-level control panel, and then click API Access.

Click Create API Token.

Give your token a name, select Permanent as the Token Type, and choose which forms you’d like linked to Zapier. We recommend limiting your API keys to a single form - adding more than one form per key increases the chance that you may miss some transactions. Click Add New Token to save your work.

You’ll be taken to your main listing of API tokens. Click Copy to copy the API key to your clipboard. You’ll paste this in the Zapier setup area.

Log in to your Zapier account. In the navigation bar, click My Apps.

Search for “Qgiv,” and then click Connect.

A new window will appear in which you’ll need to enter/paste the API key you generated in your Bloomerang Fundraising control panel.

After clicking Yes, continue, your newly connected Bloomerang Fundraising account will display in the Apps list.

You can test your connection, disconnect, or reconnect as needed.

To watch a video about creating a Zap, check out this video:

To set up a Zap, click the Create Zap button at the top of the navigation panel.

You can name the Zap in the top left corner of the screen.

In Step 1, you’ll set up the trigger for this zap. Choose Qgiv as your Trigger App by searching in the bar under App Event.

The Trigger Event will be New Transaction, which you can select from the drop-down.

Click Continue. Then, select the Qgiv account you’re connecting (you can use multiple API tokens to connect different forms—each token will show as a Qgiv account inside Zapier).

Click Continue, and then you can test your Qgiv trigger. Make sure you have some existing Qgiv transactions for Zapier to find!

If all is well, you’ll see a success message after clicking Test trigger.

Next, you’ll choose an Action App by searching under App Event or selecting one of the options. We’ll use Slack as our Action App, but there are LOTS to choose from.

Next, choose the Action Event you’d like completed in your Action App when triggered. We chose the first option from the drop-down—to have a message sent to one of our Slack channels letting us know that there's a new Qgiv transaction.

Click Continue, and you’ll be prompted to connect the account of your Action App or choose from one you’ve already connected. For Slack, you just need to sign into your Slack account, but other apps might require different information, such as an API token generated within that app.

Next, you’ll set up the action by filling in any required configuration information.

For each field, you can either enter text or insert data from a menu that will appear when you click into the field.

For our message, we did both! We wrote a message that will insert the data for First Name, Last Name, and Donation Amount from each transaction.

There are other settings Slack will let us configure, but we can Continue as long as the required fields are complete. The number and type of options you have will depend on the Action App you choose.

The last step is to test the action. In our case, this means sending a channel message to Slack, but this will vary based on the program you’ve chosen as your Action App.

Click Test & Review to send the test and then review it before turning on the Zap.

Here’s the successful test message we received in Slack:

If the test was successful, you’ll see a success message. And if you’re happy with what you see, you can turn on the Zap by clicking Publish Zap or Publish at the bottom of the screen.

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.