Integration
Connect Bloomerang and SysAid
When New Constituent fires in Bloomerang, your agent runs Add Service Record Note in SysAid, or New Service Record in SysAid 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 SysAid 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 SysAid can do together
From Bloomerang to SysAid
When New Constituent in Bloomerang
then Add Service Record Note in SysAid
When New Interaction in Bloomerang
then Create Service Record in SysAid
From SysAid to Bloomerang
When New Service Record in SysAid
then Add email in Bloomerang
When Service Record Updated in SysAid
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 SysAid
Triggers and actions 9 triggers · 34 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.
Trigger
Updated ConstituentTriggers when an existing Bloomerang constituent is changed. Newly added constituents are skipped.
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.
Trigger
New Service RecordTriggers when a new service record (incident or request) is created in SysAid.
Trigger
Service Record UpdatedTriggers when a service record (incident or request) is updated in SysAid.
Action
Add Service Record NoteAdds a note to a SysAid service record.
Action
Create CompanyCreates a new company in SysAid.
Action
Create End UserCreates a new end user in SysAid.
Action
Create Service RecordCreates a new service record (incident or request) in SysAid and returns it.
Action
Delete Service RecordPermanently deletes a SysAid service record.
Action
Get AgentReturns one SysAid agent by ID.
Action
Get CompanyReturns one SysAid company by ID.
Action
Get End UserReturns one SysAid end user by ID.
Action
Get Service RecordReturns one SysAid service record by its ID.
Action
List AgentsReturns a page of SysAid agents.
Action
List CompaniesReturns a page of companies in SysAid.
Action
List End UsersReturns a page of SysAid end users.
Action
List GroupsReturns a page of SysAid groups.
Action
Resolve Service RecordResolves a SysAid service record with a solution.
Action
Search Service RecordsFinds SysAid service records matching a text search, newest first.
Action
Update Service RecordUpdates fields on an existing SysAid service record, such as its status, priority, assignee or description.
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 SysAid
HubSpot to SysAidHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SysAidSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SysAidSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SysAidGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SysAidGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SysAidGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Bloomerang and SysAid, 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 SysAid when something happens in Bloomerang?
Any of SysAid's 16 actions, including Create Company, Create End User, Create Service Record and Update Service Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SysAid to Bloomerang?
Yes. When something happens in SysAid, your agent can act in Bloomerang too. This page covers both directions: SysAid's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or SysAid?
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 SysAid 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.