--- title: "Connect Bloomerang and Syncro - APIANT.ai" description: "When \"New Constituent\" fires in Bloomerang, your agent runs \"Create Contact\" in Syncro, or \"New Customer\" in Syncro to \"Create Task\" in Bloomerang." canonical: "https://apiant.ai/connect/bloomerang-to-syncro" --- # Connect Bloomerang and Syncro When **New Constituent** fires in [Bloomerang](https://apiant.ai/connections/bloomerang), your agent runs **Create Contact** in [Syncro](https://apiant.ai/connections/syncro), or **New Customer** in Syncro to **Create Task** in Bloomerang. Describe the whole flow and it is built, tested on every scenario and kept running. Bloomerang **6** triggers Bloomerang **6** actions Syncro **4** triggers Syncro **11** 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 Syncro 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 Syncro can do together ### From Bloomerang to Syncro - When **New Constituent** in Bloomerang then **Create Contact** in Syncro - When **New Interaction** in Bloomerang then **Create Customer** in Syncro ### From Syncro to Bloomerang - When **New Customer** in Syncro then **Create Task** in Bloomerang - When **New Invoice** in Syncro then **Create Constituent** 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 Syncro ## Triggers and actions 10 triggers · 17 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. - 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 **New Customer** Triggers when a new customer is created in Syncro. - Trigger **New Invoice** Triggers when a new invoice is created in Syncro. - Trigger **New RMM Alert** Triggers when a new RMM alert is raised on a monitored asset in Syncro. - Trigger **Ticket Status Changed** Triggers when a Syncro ticket moves to a different status. - Action **Create Appointment** Creates an appointment in Syncro, optionally linked to a customer, ticket and technicians. - Action **Create Contact** Creates a contact under an existing Syncro customer. - Action **Create Customer** Creates a new customer in Syncro with contact details, address, and notification preferences. - Action **Create Estimate** Creates an estimate for a customer in Syncro, optionally with line items. - Action **Create Lead** Creates a new lead in Syncro with the contact details and optional ticket information you provide. - Action **Create Ticket** Creates a ticket for a customer in Syncro. - Action **Create Ticket Timer Entry** Logs a time entry against a Syncro ticket, recording when work started and ended (or how long it took) and any notes. - Action **Find Customer** Finds customers by search text, email, name, business name or ID and returns the matching customers. - Action **Update Contact** Updates an existing contact in Syncro, changing its name, address, email, phone and other details. - Action **Update Customer** Updates an existing customer in Syncro. Only the fields you fill in are changed. - Action **Update Ticket** Updates an existing Syncro ticket's subject, status, assignment, dates and other details. Only the fields you fill in are changed. ## 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) - [ **Syncro** Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing...](https://apiant.ai/connections/syncro) 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 Syncro - [ **HubSpot to Syncro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-syncro) - [ **Salesforce to Syncro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-syncro) - [ **Slack to Syncro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-syncro) - [ **Google Sheets to Syncro** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-syncro) - [ **Gmail to Syncro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-syncro) - [ **Google Calendar to Syncro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-syncro) Questions ## Bloomerang and Syncro, 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 Syncro when something happens in Bloomerang? Any of Syncro's 11 actions, including Create Appointment, Create Contact, Create Customer and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Syncro to Bloomerang? Yes. When something happens in Syncro, your agent can act in Bloomerang too. This page covers both directions: Syncro's triggers and Bloomerang's actions are listed here as well. ### ### Do I have to build a connector for Bloomerang or Syncro? 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 Syncro 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.