Zeffy + Bloomerang Integrations, Built by an AI Agent

Triggers when a contact is created from a form, the dashboard, an import, or the API.

Triggers when a contact is deleted, including contacts absorbed by a merge. Delivers a reference (ID) only, since the contact itself is gone.

Triggers when a contact is updated, including edits cascading from a payment.

Triggers when a payment is recorded, whatever its status (pending, succeeded, or failed): through a form, entered manually, imported, or created via the API. It does not mean the payment succeeded. To act only on payments that went through, use Successful Payment instead.

Triggers when a payment succeeds (donations, tickets, memberships, and more), and only then. Use New Payment instead to catch every payment as soon as it is recorded, whatever its status.

Triggers when a manual payment is deleted. Delivers a reference (ID) only, since the payment itself is gone.

Creates a contact, or updates the existing one if a contact already has this email address.

Permanently deletes a contact, with the same effects as deleting it from your dashboard.

Permanently deletes a payment record that was added manually or by import. Payments made online through a form cannot be deleted. This does not refund anyone or move any money.

Creates a record of a payment you already collected outside Zeffy, such as cash, a cheque or an in-kind gift. This does not charge anyone or process any money.

Triggers when a new constituent is created.

Triggers for each donation, pledge payment, and recurring donation when a new transaction is created. Use this to trigger for each payment in a split payment.

Triggers when a new interaction is created.

Triggers when a new task is created.

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

Triggers when a constituent is updated.

Assigns a user as a constituent's Relationship Manager. Only works if the constituent does not already have one assigned.

Creates a new constituent.

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

Creates a new interaction.

Creates a new task.

Updates an existing constituent.