--- title: "Connect Quotient to Bloomerang - APIANT.ai" description: "When \"Quote Completed\" fires in Quotient, your agent runs \"Create Task\" in Bloomerang." canonical: "https://apiant.ai/connect/quotient-to-bloomerang" --- # Connect Quotient to Bloomerang When **Quote Completed** fires in [Quotient](https://apiant.ai/connections/quotient), your agent runs **Create Task** in [Bloomerang](https://apiant.ai/connections/bloomerang). Describe the whole flow and it is built, tested on every scenario and kept running. Quotient **6** triggers Bloomerang **6** triggers Bloomerang **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quotient and Bloomerang 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 Quotient can start in Bloomerang - When **Quote Completed** in Quotient then **Create Task** in Bloomerang - When **Customer Asked Question** in Quotient 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 Quotient and Bloomerang ## Triggers and actions 12 triggers · 6 actions - Trigger **Customer Asked Question** Fires instantly when a customer asks a new question on a Quotient quote. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Asked Question event. - Trigger **Customer Viewed Quote** Fires instantly when a customer views a Quotient quote; repeat views within 6 hours fire only once. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Viewed Quote event. - Trigger **Quote Accepted** Fires instantly when a customer accepts a quote in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Accepted event. - Trigger **Quote Completed** Fires instantly when a quote is marked completed in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Completed event. - Trigger **Quote Declined** Fires instantly when a quote is declined in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Declined event. - Trigger **Quote Sent** Fires instantly when a new quote is first sent from Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Sent event. - 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. ## Each app on its own - [ **Quotient** Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately...](https://apiant.ai/connections/quotient) - [ **Bloomerang** Bloomerang is a simple, cloud-based donor database solution that pools together the latest in best practices...](https://apiant.ai/connections/bloomerang) Reviews ## What our customers say ## More from Quotient - [ **Quotient to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/quotient-to-hubspot) - [ **Quotient to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quotient-to-salesforce) - [ **Quotient to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quotient-to-slack) - [ **Quotient to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/quotient-to-google-sheets) - [ **Quotient to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/quotient-to-gmail) - [ **Quotient to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/quotient-to-google-calendar) ## More into Bloomerang - [ **ActiveCampaign to Bloomerang** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-bloomerang) - [ **Airtable to Bloomerang** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-bloomerang) - [ **Asana to Bloomerang** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-bloomerang) - [ **2Chat to Bloomerang** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-bloomerang) - [ **3Scribe to Bloomerang** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-bloomerang) - [ **5pm to Bloomerang** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-bloomerang) Questions ## Quotient and Bloomerang, answered ### ### What can start an automation from Quotient? Any of Quotient's 6 triggers in the catalog, including Quote Completed, Customer Asked Question, Customer Viewed Quote and Quote Accepted. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Bloomerang when something happens in Quotient? Any of Bloomerang's 6 actions, including Create Constituent, Create Donation, Create Interaction and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Bloomerang to Quotient? Bloomerang has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Bloomerang's API documentation and adds it. ### ### Do I have to build a connector for Quotient or Bloomerang? 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 Quotient and Bloomerang without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Bloomerang 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.