--- title: "Connect Bloomerang and Zoho Mail - APIANT.ai" description: "When \"New Constituent\" fires in Bloomerang, your agent runs \"Create New Task\" in Zoho Mail, or \"New Email\" in Zoho Mail to \"Add email\" in Bloomerang." canonical: "https://apiant.ai/connect/bloomerang-to-zoho-mail" --- # Connect Bloomerang and Zoho Mail When **New Constituent** fires in [Bloomerang](https://apiant.ai/connections/bloomerang), your agent runs **Create New Task** in [Zoho Mail](https://apiant.ai/connections/zoho-mail), or **New Email** in Zoho Mail to **Add email** in Bloomerang. Describe the whole flow and it is built, tested on every scenario and kept running. Bloomerang **6** triggers Bloomerang **18** actions Zoho Mail **3** triggers Zoho Mail **13** 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 Zoho Mail 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 Zoho Mail can do together ### From Bloomerang to Zoho Mail - When **New Constituent** in Bloomerang then **Create New Task** in Zoho Mail - When **New Interaction** in Bloomerang then **Send Email** in Zoho Mail ### From Zoho Mail to Bloomerang - When **New Email** in Zoho Mail then **Add email** in Bloomerang - When **New Email Matching Search** in Zoho Mail 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 Zoho Mail ## Triggers and actions 9 triggers · 31 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 **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 Email** Triggered when a new email arrives in a Zoho Mail account. - Trigger **New Email Matching Search** Fires for each new email in a Zoho Mail account that matches a saved search. - Trigger **New Tagged Email** Fires once for each email in the account that carries the chosen tag, newest first. - Action **Create Draft** Composes an email and saves it as a draft in a Zoho Mail account. - Action **Create Folder** Creates a new folder in a Zoho Mail account, optionally nested under a parent folder. - Action **Create New Task** Creates a personal task, or a group task when a group is chosen, in Zoho Mail Tasks. - Action **Create Tag** Creates a new label (tag) in a Zoho Mail account. - Action **Delete email** Delete a message. - Action **Find emails by search** Returns up to 10 emails that match the specified Zoho Mail search criteria. - Action **Get email** Get a message's content by id. - Action **List emails** Lists emails in a Zoho Mail account, optionally limited to one folder and filtered by read status, flag, label, thread or email type. - Action **List folders** Lists all folders in a Zoho Mail account. - Action **List tags** List labels/tags. - Action **Reply to email** Sends a reply to a received email from a Zoho Mail account, optionally scheduled for later delivery. - Action **Send Email** Sends an email from a Zoho Mail account. - Action **Update email** Updates one or more emails in a Zoho Mail account: mark read/unread, move to a folder, set a flag, apply or remove labels, archive/unarchive, or mark as spam/not spam. ## 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) - [ **Zoho Mail** Zoho Mail is a collaborative business communication platform for the modern workforce.](https://apiant.ai/connections/zoho-mail) 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 Zoho Mail - [ **HubSpot to Zoho Mail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-mail) - [ **Salesforce to Zoho Mail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-mail) - [ **Slack to Zoho Mail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-mail) - [ **Google Sheets to Zoho Mail** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-mail) - [ **Gmail to Zoho Mail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-mail) - [ **Google Calendar to Zoho Mail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-mail) Questions ## Bloomerang and Zoho Mail, 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 Zoho Mail when something happens in Bloomerang? Any of Zoho Mail's 13 actions, including Create Draft, Create Folder, Create New Task and Create Tag. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Mail to Bloomerang? Yes. When something happens in Zoho Mail, your agent can act in Bloomerang too. This page covers both directions: Zoho Mail's triggers and Bloomerang's actions are listed here as well. ### ### Do I have to build a connector for Bloomerang or Zoho Mail? 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 Zoho Mail 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.