Connect Bloomerang and Buildin.AI

Both apps 34Bloomerang 24Buildin.AI 10

• 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
  Add address

  Adds a new address to an existing Bloomerang constituent and returns the created address.

• Action
  Add email

  Adds an email address to an existing constituent in Bloomerang.

• Action
  Add household

  Creates a household in Bloomerang with a head of household and optional members, and returns the new household's ID.

• Action
  Add note

  Adds a note to a constituent's record in Bloomerang.

• Action
  Add phone

  Adds a phone number to an existing Bloomerang constituent.

• Action
  Add relationship

  Creates a relationship between two constituents (not households), giving each side its relationship role.

• Action
  Complete task

  Marks a Bloomerang task as complete, optionally recording it as an interaction on the constituent.

• 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
  Delete constituent

  Deletes a constituent from Bloomerang by its ID.

• Action
  Find Constituent

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

• Action
  Get constituent

  Returns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values.

• Action
  Get transaction

  Returns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values.

• Action
  Update Constituent

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

• Action
  Update household

  Updates a household's names in Bloomerang, and optionally its head and members.

• Action
  Update task

  Updates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user.

• Trigger
  Database Item Created

  Triggers when a new item (row) is added to a Buildin database.

• Trigger
  Page Updated

  Triggers when a page in your Buildin workspace is created or edited.

• Action
  Add Block to Page

  Appends one or more content blocks (paragraphs, headings, to-dos, lists and more) to a Buildin page or block.

• Action
  Add Content to Page

  Adds a paragraph of text to the end of a Buildin page (or after/before a chosen block).

• Action
  Create Database

  Creates a new database in Buildin with the columns you define, optionally inside a parent page.

• Action
  Create Database Item

  Creates a new item (row) in a Buildin database, with its property values and optional page content.

• Action
  Create Page

  Creates a new page in Buildin, at the workspace root, under a parent page, or as a row in a database, with optional content.

• Action
  Find Page by Title

  Searches the workspace for pages whose title matches the text you give and returns the matching pages, with the first match broken out.

• Action
  Get Page and Children

  Returns a page's details together with the content blocks directly inside it (up to 100).

• Action
  Update Database Item

  Updates the property values, icon or cover of an existing item in a Buildin database.

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