--- title: "Connect Bloomerang and ClickHelp - APIANT.ai" description: "When \"New Constituent\" fires in Bloomerang, your agent runs \"Create Project Backup\" in ClickHelp." canonical: "https://apiant.ai/connect/bloomerang-to-clickhelp" --- # Connect Bloomerang and ClickHelp When **New Constituent** fires in [Bloomerang](https://apiant.ai/connections/bloomerang), your agent runs **Create Project Backup** in [ClickHelp](https://apiant.ai/connections/clickhelp), or **Topic Created** in ClickHelp to **Create Task** in Bloomerang. Describe the whole flow and it is built, tested on every scenario and kept running. Bloomerang **6** triggers Bloomerang **6** actions ClickHelp **3** triggers ClickHelp **16** 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 ClickHelp 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 ClickHelp can do together ### From Bloomerang to ClickHelp - When **New Constituent** in Bloomerang then **Create Project Backup** in ClickHelp - When **New Interaction** in Bloomerang then **Create User** in ClickHelp ### From ClickHelp to Bloomerang - When **Topic Created** in ClickHelp then **Create Task** in Bloomerang - When **Topic Updated** in ClickHelp then **Create Constituent** 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 ClickHelp ## Triggers and actions 9 triggers · 22 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. - 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. - Trigger **Topic Created** Fires once for each new topic that appears in the selected ClickHelp project or publication. - Trigger **Topic Updated** Triggers when a topic is updated. - Trigger **Translation Document Updated** Fires when a topic (translation document) in the chosen translation project or publication is created or modified. - Action **Add TOC node** Create a TOC node (folder). - Action **Ask AnswerGenius** Ask AnswerGenius a question. - Action **Create Project Backup** Creates a backup of a project. - Action **Create User** Creates a new user account. - Action **Delete publication** Delete a project/publication. - Action **Find topics by keyword** Search the portal. - Action **Get publication** Get one project/publication by id. - Action **Get task status** Get project management (long task) status. - Action **Get TOC node** Returns one TOC node (caption, parent, position, topic) - Action **Get topic** Get a topic. - Action **Get user** Get a user profile. - Action **List topics** List all topics in a project/publication. - Action **List users** List portal users. - Action **Publish project** Publish a project. - Action **Update topic** Update a topic. - Action **Update user** Change a user profile. ## 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) - [ **ClickHelp** ClickHelp is an all-in-one online documentation platform which helps you author, host, translate and deliver...](https://apiant.ai/connections/clickhelp) 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 ClickHelp - [ **ActiveCampaign to ClickHelp** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clickhelp) - [ **Airtable to ClickHelp** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clickhelp) - [ **Asana to ClickHelp** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clickhelp) - [ **Brevo to ClickHelp** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clickhelp) - [ **Calendly to ClickHelp** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clickhelp) - [ **Capsule CRM to ClickHelp** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-clickhelp) Questions ## Bloomerang and ClickHelp, answered ### ### What can start an automation from Bloomerang? Any of Bloomerang's 6 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 ClickHelp when something happens in Bloomerang? Any of ClickHelp's 16 actions, including Create Project Backup, Create User, Update topic and Update user. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickHelp to Bloomerang? Yes. When something happens in ClickHelp, your agent can act in Bloomerang too. This page covers both directions: ClickHelp's triggers and Bloomerang's actions are listed here as well. ### ### Do I have to build a connector for Bloomerang or ClickHelp? 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 ClickHelp 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.