Integration
Connect Autotask and Bloomerang
When New Company fires in Autotask, your agent runs Add email in Bloomerang, or New Constituent in Bloomerang to Find Contact in Autotask. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Autotask and Bloomerang to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Autotask and Bloomerang can do together
From Autotask to Bloomerang
When New Company in Autotask
then Add email in Bloomerang
From Bloomerang to Autotask
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 Autotask and Bloomerang
Triggers and actions 31 triggers · 27 actions
- New Company
Triggers when a new company is created.
- New Company "To Do" Event
Triggers when a new to-do is added to a company.
- New Configuration Item
Triggers when a new configuration item is created.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Opportunity
Triggers when a new opportunity is created.
- New or Updated Ticket Note
Triggers when a ticket note is created or updated.
- New Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote is created.
- New Service Call
Triggers when a new service call is created.
- New Task
Triggers when a new project task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time Entry
Triggers when a new time entry is created.
- Updated Company
Triggers when a company is updated.
- Updated Company "To Do" Event
Triggers when an existing company to-do is updated.
- Updated Configuration Item
Triggers when a configuration item is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity
Triggers when an opportunity is updated.
- Updated Project
Triggers when a project is updated.
- Updated Quote
Triggers when a quote is updated.
- Updated Service Call
Triggers when an existing service call is updated.
- Updated Task
Triggers when a project task is updated.
- Updated Ticket
Triggers when an existing ticket is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Find Company
Finds companies by ID, name or phone.
- Find Contact
Finds contacts by ID, email, name or company.
- Find Contract
Finds contracts by ID, company or name.
- Find Country
Finds countries by ID, code or name.
- Find Currency
Finds currencies by ID or code.
- Find Opportunity
Finds opportunities by ID, company or title.
- Find Quote
Finds quotes by ID, company, opportunity or name.
- Find Resource
Finds resources (users) by ID, email, username or last name.
- Find Ticket
Finds tickets by ID, ticket number, company or title.
- New Constituent
Triggers when a new constituent (individual or organization) is added in Bloomerang.
- New Interaction
Triggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.
- New or Updated Constituent
Triggers when a constituent is added or changed in Bloomerang.
- New Task
Triggers when a new task is created in Bloomerang.
- New Transaction
Triggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.
- 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.
- Updated Constituent
Triggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped.
- Add address
Adds a new address to an existing Bloomerang constituent and returns the created address.
- Add email
Adds an email address to an existing constituent in Bloomerang.
- Add household
Creates a household in Bloomerang with a head of household and optional members, and returns the new household's ID.
- Add note
Adds a note to a constituent's record in Bloomerang.
- Add phone
Adds a phone number to an existing Bloomerang constituent.
- Add relationship
Creates a relationship between two constituents (not households), giving each side its relationship role.
- Complete task
Marks a Bloomerang task as complete, optionally recording it as an interaction on the constituent.
- Create Constituent
Creates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.
- Create Donation
Records a donation for a Bloomerang constituent, split across up to 10 fund designations.
- Create Interaction
Logs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.
- Create Task
Creates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.
- Delete constituent
Deletes a constituent from Bloomerang by its ID.
- Find Constituent
Searches Bloomerang constituents and households by name, email or other text and returns the matches.
- Get constituent
Returns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values.
- Get transaction
Returns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values.
- Update Constituent
Updates an existing Bloomerang constituent. Only the fields you fill in are changed.
- Update household
Updates a household's names in Bloomerang, and optionally its head and members.
- Update task
Updates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Autotask and Bloomerang, answered
What can start an automation from Autotask?
Any of Autotask's 24 triggers in the catalog, including New Company, New Company "To Do" Event, New Configuration Item and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Bloomerang when something happens in Autotask?
Any of Bloomerang's 18 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 Autotask?
Yes. When something happens in Bloomerang, your agent can act in Autotask too. This page covers both directions: Bloomerang's triggers and Autotask's actions are listed here as well.
Do I have to build a connector for Autotask 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 Autotask 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.