--- title: "Connect Apex27 and Bloomerang - APIANT.ai" description: "When \"New / Updated Listing\" fires in Apex27, your agent runs \"Create Task\" in Bloomerang." canonical: "https://apiant.ai/connect/apex27-to-bloomerang" --- # Connect Apex27 and Bloomerang When **New / Updated Listing** fires in [Apex27](https://apiant.ai/connections/apex27), your agent runs **Create Task** in [Bloomerang](https://apiant.ai/connections/bloomerang), or **New Constituent** in Bloomerang to **Create / Update Contact** in Apex27. Describe the whole flow and it is built, tested on every scenario and kept running. Apex27 **4** triggers Apex27 **15** actions Bloomerang **6** triggers Bloomerang **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apex27 and Bloomerang to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Apex27 and Bloomerang can do together ### From Apex27 to Bloomerang - When **New / Updated Listing** in Apex27 then **Create Task** in Bloomerang - When **New / Updated Task** in Apex27 then **Create Constituent** in Bloomerang ### From Bloomerang to Apex27 - When **New Constituent** in Bloomerang then **Create / Update Contact** in Apex27 - When **New Interaction** in Bloomerang then **Create / Update Contact Note** in Apex27 Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Apex27 and Bloomerang ## Triggers and actions 10 triggers · 21 actions - Trigger **New / Updated Listing** Triggers when a listing is created or updated inside Apex27. - Trigger **New / Updated Task** Triggers when a task is created or updated inside Apex27. - Trigger **New / Updated Valuation** Triggers when a valuation is created or updated inside Apex27. - Trigger **New / Updated Viewing** Triggers when a viewing is created or updated inside Apex27. - Action **Add Listing Valuation** creates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create. - Action **Add Listing Viewing** books a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create. - Action **Create Call Log** Creates a call log record in Apex27. - Action **Create Notification** Sends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact. - Action **Create / Update Contact** Creates a new contact or updates an existing contact in Apex27. - Action **Create / Update Contact Note** Creates a note linked to a contact - Action **Create / Update Listing** Creates a new listing, or updates an existing listing if you pass the existing listing ID - Action **Create / Update Listing Note** Creates or updates a listing note - Action **Create / Update Task** Creates or updates a task if you pass the task ID. - Action **Find Contact** Finds a contact by ID, Email or Phone - Action **Get Contact Note** Returns one contact note by id. - Action **List Contact Call Logs** Returns the call logs recorded against a contact. - Action **List Listing Valuations** Returns the valuations recorded on a listing. - Action **Upload Document** This will upload a document to either a listing or a contact - Action **Upload Image for Listing** Uploads an image to a listing - 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. ## Each app on its own - [ **Apex27** Apex27 is a full-featured estate agent CRM platform](https://apiant.ai/connections/apex27) - [ **Bloomerang** Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices...](https://apiant.ai/connections/bloomerang) Reviews ## What our customers say ## More from Apex27 - [ **Apex27 to Contracko** Contracko is a contract management platform that helps teams extract and analyze contracts with AI, search...](https://apiant.ai/connect/apex27-to-contracko) - [ **Apex27 to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apex27-to-hubspot) - [ **Apex27 to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apex27-to-salesforce) - [ **Apex27 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apex27-to-slack) - [ **Apex27 to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apex27-to-google-sheets) - [ **Apex27 to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apex27-to-gmail) ## More into Bloomerang - [ **ActiveCampaign to Bloomerang** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bloomerang) - [ **Airtable to Bloomerang** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bloomerang) - [ **Asana to Bloomerang** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bloomerang) - [ **2Chat to Bloomerang** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bloomerang) - [ **3Scribe to Bloomerang** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-bloomerang) - [ **5pm to Bloomerang** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-bloomerang) Questions ## Apex27 and Bloomerang, answered ### ### What can start an automation from Apex27? Any of Apex27's 4 triggers in the catalog, including New / Updated Listing, New / Updated Task, New / Updated Valuation and New / Updated Viewing. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Bloomerang when something happens in Apex27? Any of Bloomerang's 6 actions, including Create Constituent, Create Donation, Create Interaction and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Bloomerang to Apex27? Yes. When something happens in Bloomerang, your agent can act in Apex27 too. This page covers both directions: Bloomerang's triggers and Apex27's actions are listed here as well. ### ### Do I have to build a connector for Apex27 or Bloomerang? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Apex27 and Bloomerang without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.