Connect 5pm and Bloomerang

Both apps 405pm 28Bloomerang 12

• Trigger
  New Progress

  Triggers when a new task progress is created.

• Trigger
  New Project

  Fires when a new project is created in 5pm.

• Trigger
  New Task

  Triggers when a new support task is created.

• Trigger
  New User

  Triggers when a new support user is created.

• Trigger
  Updated Project

  Fires when a project is updated in 5pm.

• Trigger
  Updated Task

  Triggers when a new support task is updated.

• Trigger
  Updated User

  Triggers when a new support user is updated.

• Action
  Add Task Progress

  Add Task Progress (progress in percent and house down).

• Action
  Add User

  Create a new user in the 5pm account (UsersService add).

• Action
  Create Note

  Creates a new note in task.

• Action
  Create Project

  Creates a new project.

• Action
  Create Task
• Action
  Delete Note

  Remove an activity note/progress message (ActivityService remove).

• Action
  Delete Project

  Remove a project (ProjectsService remove).

• Action
  Delete Task

  Remove a task from a 5pm project (TasksService remove).

• Action
  Delete User

  Remove a user from the account (UsersService remove).

• Action
  Find Project by Id

  Retrieve a single project by its id (ProjectsService getById).

• Action
  Find Task

  Finds a task in the application.

• Action
  Find Task by Id

  Finds a task by Id in the application.

• Action
  Find User by Email

  Retrieve a user by their email address (UsersService getByEmail).

• Action
  Find User by Id

  Finds a user by Id in the system.

• Action
  List Notes

  List activity notes/progress messages on a task (ActivityService getList).

• Action
  List Projects

  List all projects in the account (ProjectsService getAll/getList).

• Action
  List Users

  List all users in the account (UsersService getAll).

• Action
  Update Note

  Update an activity note/progress message (ActivityService update).

• Action
  Update Project

  Update a project's fields (ProjectsService update).

• Action
  Update Task

  Update task in the application.

• Action
  Update User

  Update a user's fields (UsersService update).

• Trigger
  New Constituent

  Triggers when a new constituent (individual or organization) is added in Bloomerang.

• Trigger
  New Interaction

  Triggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.

• Trigger
  New or Updated Constituent

  Triggers when a constituent is added or changed in Bloomerang.

• Trigger
  New Task

  Triggers when a new task is created in Bloomerang.

• Trigger
  New Transaction

  Triggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.

• Trigger
  New Transaction Payment

  Triggers once for each donation, pledge payment or recurring donation payment in a new Bloomerang transaction, so a split payment fires once per line item.

• Action
  Create Constituent

  Creates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.

• Action
  Create Donation

  Records a donation for a Bloomerang constituent, split across up to 10 fund designations.

• Action
  Create Interaction

  Logs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.

• Action
  Create Task

  Creates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.

• Action
  Find Constituent

  Searches Bloomerang constituents and households by name, email or other text and returns the matches.

• Action
  Update Constituent

  Updates an existing Bloomerang constituent. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.