Integration
Connect Bloomerang and Datalyse
When New Constituent fires in Bloomerang, your agent runs Add Note to an Existing Lead in Datalyse, or Lead Updated in Datalyse to Create Task in Bloomerang. 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 Datalyse 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 and Datalyse can do together
From Bloomerang to Datalyse
When New Constituent in Bloomerang
then Add Note to an Existing Lead in Datalyse
When New Interaction in Bloomerang
then Create New Lead in Datalyse
From Datalyse to Bloomerang
When Lead Updated in Datalyse
then Create Task in Bloomerang
When New Lead in Datalyse
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 Datalyse
Triggers and actions 8 triggers · 12 actions
Trigger
New ConstituentTriggers when a new constituent (individual or organization) is added in Bloomerang.
Trigger
New InteractionTriggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.
Trigger
New or Updated ConstituentTriggers when a constituent is added or changed in Bloomerang.
Trigger
New TaskTriggers when a new task is created in Bloomerang.
Trigger
New TransactionTriggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.
Trigger
New Transaction PaymentTriggers 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 ConstituentCreates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.
Action
Create DonationRecords a donation for a Bloomerang constituent, split across up to 10 fund designations.
Action
Create InteractionLogs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.
Action
Create TaskCreates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.
Action
Find ConstituentSearches Bloomerang constituents and households by name, email or other text and returns the matches.
Action
Update ConstituentUpdates an existing Bloomerang constituent. Only the fields you fill in are changed.
Trigger
Lead UpdatedFires when a lead (contact) in Datalyse is created or updated, newest updates first.
Trigger
New LeadTrigger when a new lead is created
Action
Add Note to an Existing LeadAdd note to lead.
Action
Create New LeadCreate a new lead
Action
Delete LeadDelete a lead_id
Action
Edit LeadEdit lead details
Action
Get LeadReturns one lead by id.
Action
Get Lead ActivityReturns the paginated activity/history feed (notes, deliveries, changes) of one lead.
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 Datalyse, 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 Datalyse when something happens in Bloomerang?
Any of Datalyse's 6 actions, including Create New Lead, Add Note to an Existing Lead, Edit Lead and Get Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Datalyse to Bloomerang?
Yes. When something happens in Datalyse, your agent can act in Bloomerang too. This page covers both directions: Datalyse's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or Datalyse?
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 Datalyse 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.