Integration
Connect Bloomerang to Kartra
When New Constituent fires in Bloomerang, your agent runs Create New Lead in Kartra. 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 Kartra 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 Kartra
When New Constituent in Bloomerang
then Create New Lead in Kartra
When New Interaction in Bloomerang
then Assign Tag to Lead in Kartra
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 Kartra
Triggers and actions 6 triggers · 41 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
Add addressAdds a new address to an existing Bloomerang constituent and returns the created address.
Action
Add emailAdds an email address to an existing constituent in Bloomerang.
Action
Add householdCreates a household in Bloomerang with a head of household and optional members, and returns the new household's ID.
Action
Add noteAdds a note to a constituent's record in Bloomerang.
Action
Add phoneAdds a phone number to an existing Bloomerang constituent.
Action
Add relationshipCreates a relationship between two constituents (not households), giving each side its relationship role.
Action
Complete taskMarks a Bloomerang task as complete, optionally recording it as an interaction on the constituent.
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
Delete constituentDeletes a constituent from Bloomerang by its ID.
Action
Find ConstituentSearches Bloomerang constituents and households by name, email or other text and returns the matches.
Action
Get constituentReturns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values.
Action
Get transactionReturns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values.
Action
Update ConstituentUpdates an existing Bloomerang constituent. Only the fields you fill in are changed.
Action
Update householdUpdates a household's names in Bloomerang, and optionally its head and members.
Action
Update taskUpdates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user.
Action
Assign Tag to LeadAssigns an existing tag to a lead, identified by email address.
Action
Cancel a SubscriptionCancels a recurring payment subscription, found by transaction ID or subscription ID.
Action
Cancel Lead Subscription to CalendarCancels a lead's booking in a calendar class.
Action
Create New LeadCreates a new lead. Fails if a lead with that email already exists.
Action
Edit LeadUpdates an existing lead, found by lead ID or email address.
Action
Edit SubscriptionChanges the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
Action
Modify Subscription StatusPauses, resumes or cancels a recurring payment subscription.
Action
Refund a TransactionRefunds a payment transaction, in full or in part.
Action
Remove Points From a LeadDeducts points from a lead's score.
Action
Retrieve All the Custom Fields in Your AccountReturns every custom field in the account, with its type and options.
Action
Retrieve All the Lists in Your AccountReturns the names of every list in the account.
Action
Retrieve All the Sequences in Your AccountReturns the names of every sequence in the account.
Action
Retrieve All the Tags in Your AccountReturns the names of every tag in the account.
Action
Retrieve Lead DetailsReturns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
Action
Retrieve Subscription DetailsReturns the details of one recurring payment subscription.
Action
Retrieve Transaction DetailsReturns the details of one payment transaction.
Action
Search LeadFinds a lead by lead ID or email address and returns the lead's profile.
Action
Subscribe Lead to CalendarBooks a lead into a class on a Kartra calendar.
Action
Subscribe Lead to ListSubscribes a lead to an existing mailing list.
Action
Subscribe Lead to SequenceAdds a lead to a sequence, starting at the given step.
Action
Unassign Tag From LeadRemoves a tag from a lead, identified by email address.
Action
Unsubscribe Lead From ListUnsubscribes a lead from a mailing list.
Action
Unsubscribe Lead From SequenceRemoves a lead from a sequence.
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
More from Bloomerang
Bloomerang to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Bloomerang to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Bloomerang to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Bloomerang to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Bloomerang to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Bloomerang to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Kartra
HubSpot to KartraHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to KartraSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to KartraSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to KartraGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to KartraGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to KartraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Bloomerang and Kartra, 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 Kartra when something happens in Bloomerang?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Bloomerang?
Kartra has no triggers in the catalog today, so automations start in Bloomerang. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Bloomerang or Kartra?
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 Kartra 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.