Integrate Bloomerang with Retently

Trigger NPS/CSAT surveys after donations or significant engagement events, sync donor profiles to keep feedback aligned with donor history, and use survey responses to tailor donor communication and engagement strategies.

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About Bloomerang

Bloomerang helps nonprofit organizations manage donor relationships and track engagement through donation tracking, constituent management, and task creation.

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Bloomerang to Retently

1

New Constituent

Triggers when a new constituent is created.
2

New Interaction

Triggers when a new interaction is created.
3

New Transaction

Triggers when a new transaction is created (with line item support).
4

New or Updated Constituent

Triggers when a constituent is created or updated.
5

New Transaction Payment

Triggers for each donation, pledge payment, and recurring donation when a new transaction is created.
6

New Task

Triggers when a new task is created.
7

Updated Constituent

Triggers when a constituent is updated.
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Retently to Bloomerang

1

Create Donation

Creates a new donation (with line item support, 10 max.).
2

Create Task

Creates a new task.
3

Find Constituent

Finds a constituent by name and at least one of address, phone, or email.
4

Create Constituent

Creates a new constituent.
5

Create Interaction

Creates a new interaction.
6

Update Constituent

Updates an existing constituent.
7

Find or Create Constituent

Finds an existing constituent, or creates a new constituent if one is not found.

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