--- title: "Connect Bloomerang and SimplyBook.me - APIANT.ai" description: "When \"New Constituent\" fires in Bloomerang, your agent runs \"Accept Invoice Payment\" in SimplyBook.me." canonical: "https://apiant.ai/connect/bloomerang-to-simplybook-me" --- # Connect Bloomerang and SimplyBook.me When **New Constituent** fires in [Bloomerang](https://apiant.ai/connections/bloomerang), your agent runs **Accept Invoice Payment** in [SimplyBook.me](https://apiant.ai/connections/simplybook-me), or **Updated Client **in SimplyBook.me to **Add email** in Bloomerang. Describe the whole flow and it is built, tested on every scenario and kept running. Bloomerang **7** triggers Bloomerang **18** actions SimplyBook.me **1** trigger SimplyBook.me **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bloomerang and SimplyBook.me to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Bloomerang and SimplyBook.me can do together ### From Bloomerang to SimplyBook.me - When **New Constituent** in Bloomerang then **Accept Invoice Payment** in SimplyBook.me - When **New Interaction** in Bloomerang then **Create Calendar Note** in SimplyBook.me ### From SimplyBook.me to Bloomerang - When **Updated Client **in SimplyBook.me then **Add email** in Bloomerang - When **Updated Client **in SimplyBook.me then **Add note** in 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 SimplyBook.me ## Triggers and actions 8 triggers · 52 actions - 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. - Trigger **Updated Constituent** Triggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped. - 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 **Updated Client** Triggers when a client is added or any of a client's details (name, email, phone, address, subscription flags) change. - Action **Accept Invoice Payment** Marks an invoice as paid. - Action **Approve Booking** Approves a booking waiting for approval. - Action **Block Client** Blocks a client from booking. - Action **Cancel Booking** Cancels a booking. - Action **Create Booking** Books an appointment for a client with a service and provider at a given time. - Action **Create Booking Changed Webhook** Subscribes a URL to SimplyBook.me's booking-changed event, so it is called whenever a booking is edited. - Action **Create Calendar Note** Adds a note to the calendar, optionally blocking that time from bookings. - Action **Create Client** Adds a new client. - Action **Decline Booking** Declines a booking waiting for approval. - Action **Delete Calendar Note** Deletes a calendar note. - Action **Delete Client** Deletes a client. - Action **Find Bookings** Finds bookings by status, date, client, service, provider or text. - Action **Find Clients** Finds clients by name, email or phone. - Action **Find Invoices** Finds invoices by client, status, booking or date. - Action **Get Available Slots** Returns the open time slots for a service and provider on a day. - Action **Get Booking** Returns one booking by its ID, with its client, service, provider and status. - Action **Get Booking Links** Returns the links for a booking, such as the pages a client uses to view or cancel it. - Action **Get Calendar Note** Returns one calendar note by ID. - Action **Get Client** Returns one client by ID. - Action **Get First Available Slot** Returns the first open time slot for a service and provider, starting from a day. - Action **Get Invoice** Returns one invoice by ID, with its lines. - Action **Get Provider** Returns one provider by ID. - Action **Get Service** Returns one service by ID. - Action **List Booking Statuses** Returns the custom booking statuses set up for the company. - Action **List Locations** Returns the company's locations. - Action **List Providers** Returns the company's providers (staff members or resources). - Action **List Service Categories** Returns the company's service categories. - Action **List Services** Returns the company's services. - Action **Set Booking Comment** Saves a comment on a booking. - Action **Set Booking Status** Applies one of the company's custom statuses to a booking. - Action **Unblock Client** Lets a blocked client book again. - Action **Update Booking** Changes a booking's time, service, provider or client. - Action **Update Calendar Note** Changes a calendar note. - Action **Update Client** Changes a client's name, contact details or address. ## Each app on its own - [ **Bloomerang** Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices...](https://apiant.ai/connections/bloomerang) - [ **SimplyBook.me** SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers...](https://apiant.ai/connections/simplybook-me) Reviews ## What our customers say ## More from Bloomerang - [ **Bloomerang to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bloomerang-to-hubspot) - [ **Bloomerang to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bloomerang-to-salesforce) - [ **Bloomerang to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bloomerang-to-slack) - [ **Bloomerang to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/bloomerang-to-google-sheets) - [ **Bloomerang to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bloomerang-to-gmail) - [ **Bloomerang to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bloomerang-to-google-calendar) ## More into SimplyBook.me - [ **HubSpot to SimplyBook.me** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simplybook-me) - [ **Salesforce to SimplyBook.me** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simplybook-me) - [ **Google Sheets to SimplyBook.me** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-simplybook-me) - [ **Gmail to SimplyBook.me** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simplybook-me) - [ **Google Calendar to SimplyBook.me** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simplybook-me) - [ **Google Drive to SimplyBook.me** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-simplybook-me) Questions ## Bloomerang and SimplyBook.me, 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 SimplyBook.me when something happens in Bloomerang? Any of SimplyBook.me's 34 actions, including Create Booking, Create Booking Changed Webhook, Create Calendar Note and Create Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SimplyBook.me to Bloomerang? Yes. When something happens in SimplyBook.me, your agent can act in Bloomerang too. This page covers both directions: SimplyBook.me's triggers and Bloomerang's actions are listed here as well. ### ### Do I have to build a connector for Bloomerang or SimplyBook.me? 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 SimplyBook.me 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.