--- title: "Connect Bloomerang and Carbon Voice - APIANT.ai" description: "When \"New Constituent\" fires in Bloomerang, your agent runs \"Add Link Attachments to Message\" in Carbon Voice." canonical: "https://apiant.ai/connect/bloomerang-to-carbon-voice" --- # Connect Bloomerang and Carbon Voice When **New Constituent** fires in [Bloomerang](https://apiant.ai/connections/bloomerang), your agent runs **Add Link Attachments to Message** in [Carbon Voice](https://apiant.ai/connections/carbon-voice), or **New Action Item Created** in Carbon Voice to **Add email** in Bloomerang. Describe the whole flow and it is built, tested on every scenario and kept running. Bloomerang **7** triggers Bloomerang **18** actions Carbon Voice **7** triggers Carbon Voice **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bloomerang and Carbon Voice 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 Bloomerang and Carbon Voice can do together ### From Bloomerang to Carbon Voice - When **New Constituent** in Bloomerang then **Add Link Attachments to Message** in Carbon Voice - When **New Interaction** in Bloomerang then **Create Message Share Link** in Carbon Voice ### From Carbon Voice to Bloomerang - When **New Action Item Created** in Carbon Voice then **Add email** in Bloomerang - When **New AI Prompt Response Generated** in Carbon Voice then **Add note** in Bloomerang 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 Bloomerang and Carbon Voice ## Triggers and actions 14 triggers · 42 actions - 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. - Trigger **Updated Constituent** Triggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped. - 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 **Action Item Deleted** Triggers when an action item is deleted. - Trigger **New Action Item Created** Triggers when an action item is created. - Trigger **New AI Prompt Response Generated** Triggers when AI Prompt happened to a message(s). - Trigger **New AI System Prompt Response Generated** Triggers when AI System Prompt happened to a message(s). - Trigger **New Message Posted to Conversation** Triggers when a message is posted into a conversation. - Trigger **New Message Received** Triggers when a message is received in any conversation (Not includes your own messages). - Trigger **New Voice Memo Created** Triggers when a voice memo is created. - Action **Add folder** Create a folder. - Action **Add Link Attachments to Message** Add one or more link attachments to a Message. - Action **Create Action Item** Create an Action Item. - Action **Create AI Prompt Response** Creates a new Ai response for given prompt and message(s). - Action **Create Message Share Link** Create a share link for a message. - Action **Create Voice Memo** Create a Voice Memo from audio file, transcript or links. - Action **Delete action item** Delete an action item. - Action **Delete folder** Delete a folder and nested content. - Action **Find users by email, phone or name** Search users by email, phone or name. - Action **Get AI Prompt Response** Returns one AI prompt response (prompt, generated responses per language, source messages) by id. - Action **Get conversation** Get a conversation by id. - Action **Get message** Get a message by id. - Action **Get Message Share Link** Returns one message share link by id. - Action **Get user** Get a user by id. - Action **List AI Prompts** /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only. - Action **List conversations** List all of the user's conversations (id and name only). - Action **List conversation users** List users in a conversation. - Action **List folders** List root folders. - Action **List messages** List messages. - Action **List workspaces** List workspaces the user can access. - Action **Send Direct Message to User(s)** Send a Direct Message to specific User(s). - Action **Send Message to Conversation** Send a Message to specific Conversation. - Action **Update Action Item** Update an Action Item. - Action **Update folder** Rename a folder. ## Each app on its own - [ **Bloomerang** Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices...](https://apiant.ai/connections/bloomerang) - [ **Carbon Voice** Carbon Voice lets you record voice memos and chat with your team.](https://apiant.ai/connections/carbon-voice) Reviews ## What our customers say ## More from Bloomerang - [ **Bloomerang to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bloomerang-to-hubspot) - [ **Bloomerang to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bloomerang-to-salesforce) - [ **Bloomerang to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bloomerang-to-slack) - [ **Bloomerang to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/bloomerang-to-google-sheets) - [ **Bloomerang to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bloomerang-to-gmail) - [ **Bloomerang to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bloomerang-to-google-calendar) ## More into Carbon Voice - [ **ActiveCampaign to Carbon Voice** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-carbon-voice) - [ **Airtable to Carbon Voice** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-carbon-voice) - [ **Asana to Carbon Voice** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-carbon-voice) - [ **Brevo to Carbon Voice** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-carbon-voice) - [ **Calendly to Carbon Voice** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-carbon-voice) - [ **Capsule CRM to Carbon Voice** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-carbon-voice) Questions ## Bloomerang and Carbon Voice, answered ### ### What can start an automation from Bloomerang? Any of Bloomerang's 7 triggers in the catalog, including New Constituent, New Interaction, New or Updated Constituent and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Carbon Voice when something happens in Bloomerang? Any of Carbon Voice's 24 actions, including Create Action Item, Create AI Prompt Response, Create Message Share Link and Create Voice Memo. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Carbon Voice to Bloomerang? Yes. When something happens in Carbon Voice, your agent can act in Bloomerang too. This page covers both directions: Carbon Voice's triggers and Bloomerang's actions are listed here as well. ### ### Do I have to build a connector for Bloomerang or Carbon Voice? 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 Bloomerang and Carbon Voice 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.