Integration
Connect Bloomerang to Clicksign
When New Constituent fires in Bloomerang, your agent runs Notifications Email in Clicksign. 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 Bloomerang and Clicksign 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 Bloomerang can start in Clicksign
When New Constituent in Bloomerang
then Notifications Email in Clicksign
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 Clicksign
Triggers and actions 6 triggers · 17 actions
- 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.
- 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.
- Find Constituent
Searches Bloomerang constituents and households by name, email or other text and returns the matches.
- Update Constituent
Updates an existing Bloomerang constituent. Only the fields you fill in are changed.
- Create Signer
Creates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents.
- Delete Document
Deletes a draft document from a Clicksign envelope.
- Delete Signer
Deletes a signer from an envelope, as long as the signer has not started signing.
- List Documents
Returns the documents in a Clicksign envelope, with each document's status, file name and download link.
- List Templates
Returns the document templates (modelos) in your Clicksign account.
- Notifications Email
Sends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified.
- Notifications SMS
Re-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message.
- Notifications WhatsApp
Sends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified.
- Remove Signer From Document
Removes a signer who has not yet started signing from a Clicksign envelope.
- View Document
Returns the current details and status of a document inside a Clicksign envelope.
- View Signer
Returns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences.
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
Bloomerang and Clicksign, 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 Clicksign when something happens in Bloomerang?
Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clicksign to Bloomerang?
Clicksign has no triggers in the catalog today, so automations start in Bloomerang. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it.
Do I have to build a connector for Bloomerang or Clicksign?
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 Clicksign 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.