Integration
Connect Bloomerang and Outline
When New Constituent fires in Bloomerang, your agent runs Create Document in Outline, or New Collection in Outline to Add email 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 Outline 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Outline can do together
From Bloomerang to Outline
When New Constituent in Bloomerang
then Create Document in Outline
From Outline to 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 Outline
Triggers and actions 10 triggers · 50 actions
- New Constituent
Triggers when a new constituent (individual or organization) is added in Bloomerang.
- New Interaction
Triggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.
- New or Updated Constituent
Triggers when a constituent is added or changed in Bloomerang.
- New Task
Triggers when a new task is created in Bloomerang.
- New Transaction
Triggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.
- 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.
- Updated Constituent
Triggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped.
- Add address
Adds a new address to an existing Bloomerang constituent and returns the created address.
- Add email
Adds an email address to an existing constituent in Bloomerang.
- Add household
Creates a household in Bloomerang with a head of household and optional members, and returns the new household's ID.
- Add note
Adds a note to a constituent's record in Bloomerang.
- Add phone
Adds a phone number to an existing Bloomerang constituent.
- Add relationship
Creates a relationship between two constituents (not households), giving each side its relationship role.
- Complete task
Marks a Bloomerang task as complete, optionally recording it as an interaction on the constituent.
- Create Constituent
Creates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.
- Create Donation
Records a donation for a Bloomerang constituent, split across up to 10 fund designations.
- Create Interaction
Logs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.
- Create Task
Creates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.
- Delete constituent
Deletes a constituent from Bloomerang by its ID.
- Find Constituent
Searches Bloomerang constituents and households by name, email or other text and returns the matches.
- Get constituent
Returns a single Bloomerang constituent by its ID, including contact details, household membership, communication preferences and custom field values.
- Get transaction
Returns one Bloomerang transaction by its ID, including its amount, payment method, designations and custom values.
- Update Constituent
Updates an existing Bloomerang constituent. Only the fields you fill in are changed.
- Update household
Updates a household's names in Bloomerang, and optionally its head and members.
- Update task
Updates an existing task in Bloomerang, such as its subject, due date, note, channel, purpose or assigned user.
- New Collection
Triggers when a new collection is created in Outline.
- New Comment
Triggers when a new comment is added in Outline, optionally on one document or collection.
- New Document
Triggers when a new document is published in Outline, optionally within one collection.
- Add group
Creates a new group in Outline that can be used to organize users and grant collection access.
- Add group member
Adds a user to a group in Outline, optionally as a group admin.
- Add share
Creates a share link for an Outline document or collection, returning the share's URL and settings.
- Archive Document
Archives an Outline document so it leaves the active collection.
- Create Collection
Creates a collection in Outline to group documents.
- Create Document
Creates a document in an Outline collection and returns its ID and link.
- Delete Collection
Deletes an Outline collection and all of its documents.
- Delete comment
Deletes a comment, including all of its replies when it is a top-level comment.
- Delete Document
Deletes an Outline document, moving it to trash or removing it permanently.
- Delete group
Deletes a group. Its members lose access to any collections the group had been added to.
- Duplicate document
Duplicates an existing document, optionally with its child documents, into the same or another collection.
- Find documents by title
Returns documents whose titles match the search keywords you provide.
- Get Collection
Returns an Outline collection's name, description and link.
- Get comment
Returns a single comment on an Outline document, including its author, document and resolution status.
- Get Document
Returns an Outline document with its title and Markdown text.
- Get group
Returns a group's details, including its name, description and member count.
- Get User
Returns an Outline user's name, email and role.
- Invite users
Invites one or more people to join the Outline workspace by email, with a chosen role for each.
- List Collections
Lists the collections in the Outline workspace.
- List comments
Returns comments in your Outline workspace, optionally limited to one document or collection.
- List Documents
Lists Outline documents, most recently updated first, optionally within one collection.
- List groups
Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.
- List revisions
Returns the revision history of an Outline document, newest snapshots with who created them and when.
- List Users
Lists users in the Outline workspace, optionally filtered by name or email.
- Move document
Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.
- Restore document
Restores an archived or deleted document, optionally to a previous revision or into a different collection.
- Search Documents
Searches Outline documents by keyword and returns matching documents with a context snippet.
- Update Collection
Updates an Outline collection's name, description or color.
- Update comment
Updates the body of an existing comment on an Outline document.
- Update Document
Updates the title or text of an Outline document.
- Update group
Updates an existing group's name, icon or color in Outline.
- Update user
Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.
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 Outline
Google Drive to OutlineGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to OutlineMailchimp marketing automation and email platform.
Questions
Bloomerang and Outline, answered
What can start an automation from Bloomerang?
Any of Bloomerang's 7 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 Outline when something happens in Bloomerang?
Any of Outline's 32 actions, including Create Collection, Create Document, Update Collection and Update comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Outline to Bloomerang?
Yes. When something happens in Outline, your agent can act in Bloomerang too. This page covers both directions: Outline's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or Outline?
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 Outline 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.