Connect Bloomerang and folk

Both apps 39Bloomerang 12folk 27

• 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
  Company Added

  Triggers when a new company is created or added to a group.

• Trigger
  Company Custom Field Updated

  Triggers when a company custom field (for example tag, status, text, assignee) is updated.

• Trigger
  Company Removed

  Triggers when a company is deleted from the workspace or removed from a group.

• Trigger
  Company Updated

  Triggers when a company basic field (like name, email or URL) in a group is updated.

• Trigger
  Deal Added

  Fires when a new deal is created.

• Trigger
  Deal Removed

  Fires when a deal is deleted from a pipeline.

• Trigger
  Deal Updated

  Fires when a deal is updated (stage change, field update).

• Trigger
  Person Added

  Triggers when a new person is created or added to a group.

• Trigger
  Person Custom Field Updated

  Triggers when a person custom field (for example tag, status, text, assignee) is updated.

• Trigger
  Person Removed

  Triggers when a person is deleted from the workspace or removed from a group.

• Trigger
  Person Updated

  Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.

• Action
  Create Company

  Creates a company in folk, optionally adding it to a group and setting that group's custom fields.

• Action
  Create Deal

  Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.

• Action
  Create Group

  Creates a group in folk. A default "All people" table view is added to the group automatically.

• Action
  Create Note

  Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.

• Action
  Create Person

  Creates a person in folk, optionally adding them to a group and setting that group's custom fields.

• Action
  Create Reminder

  Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.

• Action
  Delete Company

  Deletes a company from folk by its id.

• Action
  Delete Person

  Deletes a person from folk by their id. This also removes their custom fields, notes and associations.

• Action
  Find a Company

  Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.

• Action
  Find a Person

  Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.

• Action
  Get a Company

  Fetches one folk company by id, including its custom field values.

• Action
  Get a Note

  Fetches one folk note by id, with its text, author and the record it is attached to.

• Action
  Get a Person

  Fetches one folk person by id, including their custom field values.

• Action
  List Groups

  Returns the groups in the folk workspace, with each group's id, name and visibility.

• Action
  Update Company

  Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.

• Action
  Update Person

  Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.

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