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We are strongly considering a move to Bloomerang as our CRM, and integrating with Give Lively to access a particular online donation feature. The flow we want is that a donation is made through Give Lively’s online donation form and then feeds into Bloomerang by creating a new constituent and/or a new donation. But first I need to confirm that the two will effectively integrate using Zapier. 

 

On the Zapier integration exploration page, when I add the trigger of “new donation in Give Lively” I get a resulting action in Bloomerang that is unclear. I’ve added a screenshot here. Can anyone offer clarity on what this means:  “with line item support, 10 max”?  Thank you!

 

 

Hey ​@mosaicvermont ,

 

Yes that is possible.

 

Select below Trigger 

 

Than select below 2 actions in your Zap workflow. Line items means you can create 10 donation 1 time. If you will create 1 donation at a time, you can ignore that message.

 

 


Hi ​@mosaicvermont 

Help links about using line items in Zaps: 

https://help.zapier.com/hc/en-us/articles/8496275165709-Create-line-items-in-Zaps

https://help.zapier.com/hc/en-us/articles/8496277737997-Use-line-items-in-Zaps


Hey ​@mosaicvermont, just checking in! 👋

Did the replies from jayeshkumarbhatia and Troy help to clarify what “with line item support, 10 max” meant for that Create Donation action?

Want to make sure you’re all set, so please let us know if you have any further questions or hit any snags in setting the Zap up! 🙂