Fundraise smarter and more effectively by syncing Bloomerang tasks to your task management tool or calendar (e.g., Asana, Google Calendar, Outlook, etc.). Learn how Bloomerang scheduled reports with Zapier to sync newly created Tasks in Bloomerang to Asana or Google Calendar can support your fundraising operations.

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
BLOOMERANG + ZAPIER

4. ● Introduce Zapier
● Review Bloomerang scheduled reports and parsing tools
● Demo how to sync tasks to Asana
● Explore advanced use cases and alternatives
Agenda
BLOOMERANG + ZAPIER

5. Are you currently using Zapier? Are you
using Zapier with Bloomerang?
Poll
BLOOMERANG + ZAPIER

6. Bloomerang + Zapier
BLOOMERANG + ZAPIER

7. What is Zapier?
BLOOMERANG + ZAPIER
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
BLOOMERANG + ZAPIER

9. Are you using scheduled reports in
Bloomerang?
Poll
BLOOMERANG + ZAPIER

10. Schedule reports and parsing
BLOOMERANG + ZAPIER

11. 1. Deliver daily, weekly, monthly, or once
2. Send to users and non-users
3. Additional automation use cases
Scheduled reports
BLOOMERANG + ZAPIER

12. 1. Extract data for automation actions
2. Each row becomes a separate record
3. Separate from Bloomerang + Zapier
Parsing tools
BLOOMERANG + ZAPIER

13. Let’s take a quick break for questions!
Questions
BLOOMERANG + ZAPIER

14. Standard task sync
BLOOMERANG + ZAPIER

15. What tool(s) are you using for task
management?
Poll
BLOOMERANG + ZAPIER

16. Daily report of tasks created yesterday to
be parsed and create tasks in Asana
Standard task sync
BLOOMERANG + ZAPIER

17. Create mailparser.io inbox
BLOOMERANG + ZAPIER

18. Report filters
BLOOMERANG + ZAPIER

19. Report schedule
BLOOMERANG + ZAPIER

20. Parsing rules
BLOOMERANG + ZAPIER

21. Parsing rules (cont.)
BLOOMERANG + ZAPIER

22. New email parsed
BLOOMERANG + ZAPIER

23. Lookup Asana user
BLOOMERANG + ZAPIER

24. Create task in Asana
BLOOMERANG + ZAPIER

25. Example
BLOOMERANG + ZAPIER

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
BLOOMERANG + ZAPIER

27. ● Create event in Outlook or Google Calendar
● Send digest of tasks due today in
communication app
Alternatives
BLOOMERANG + ZAPIER

28. Creating tasks for major donations
BLOOMERANG + ZAPIER

29. Create a task in Bloomerang for revenue
transactions greater than/equal to $1,000.
Create task for $1,000+
BLOOMERANG + ZAPIER

30. Bloomerang is central. Use
integrations to supplement your
Bloomerang experience.
BLOOMERANG + ZAPIER

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
BLOOMERANG + ZAPIER

32. Get in touch
Jessie Gilchrist
Zapier Certified Expert & Bloomerang Integrations Consultant
Sidekick Solutions
jessie@sidekicksolutionsllc.com
BLOOMERANG + ZAPIER

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
BLOOMERANG + ZAPIER

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