Connect Bloomerang and Ontraport

Both apps 43Bloomerang 24Ontraport 19

• 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

  Polling trigger: fires for each newly created contact, newest first (sorted by creation date).

• Trigger
  New or Updated Contact

  Polling trigger: fires when a contact is created or modified, sorted by date last modified.

• Trigger
  New Task

  Polling trigger: fires for each newly created task (objectID 1), newest first.

• Trigger
  New Transaction

  Polling trigger: fires for each newly created transaction (objectID 46), newest first.

• Trigger
  Two-way sync new or updated contact

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.

• Action
  Create Object

  Create a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.

• Action
  Create or Update Contact

  Create a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.

• Action
  Create Task

  Create a Task object (objectID 1) in Ontraport.

• Action
  Delete Contact

  Delete a contact by its Ontraport ID.

• Action
  Delete Object

  Delete a record of any object type by objectID and id.

• Action
  Find Contact by Email

  Find a contact by exact email match. Returns the first matching record.

• Action
  Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)

  Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.

• Action
  Get Contact

  Retrieve a single contact by its Ontraport ID.

• Action
  Get Object

  Retrieve a single record of any object type by objectID and id.

• Action
  List Contacts

  List contacts with optional search, range, and sort.

• Action
  List Objects

  List records of any object type with optional search and range.

• Action
  Remove Tag from Contact

  Remove a tag from one or more contacts.

• Action
  Tag Contact

  Add a tag to one or more contacts.

• Action
  Update Object

  Update a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.

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