Connect Bloomerang and Expiration Reminder

Both apps 42Bloomerang 24Expiration Reminder 18

• 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
  New Contact

  Triggered when a new contact is added to your Expiration Reminder account.

• Trigger
  New Expiration Item

  Triggered when a new expiration item is added to your Expiration Reminder account.

• Trigger
  Status Changed Expiration Item

  Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.

• Action
  Add Location

  Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.

• Action
  Create Contact

  Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.

• Action
  Create Expiration Item

  Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.

• Action
  Create Expiration Item for Contact

  Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.

• Action
  Delete Contact

  Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.

• Action
  Delete Expiration Item

  Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.

• Action
  Find Contact

  Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.

• Action
  Find Expiration

  Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.

• Action
  Get Contact

  Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.

• Action
  Get Expiration Item

  Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.

• Action
  List Contacts

  Returns the contacts in your Expiration Reminder account, with the total number of contacts.

• Action
  List Expiration Items

  Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.

• Action
  List Locations

  Returns the locations in your Expiration Reminder account, with the total number of locations.

• Action
  Renew Expiration

  Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.

• Action
  Update Expiration Item

  Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.

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