STEP 1
Connect Apptivo and Bloomerang
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and Bloomerang Integration
Build crm workflows between Apptivo and Bloomerang on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Apptivo and Bloomerang
Detailed info you need to know about Apptivo and Bloomerang integrations in WEXTL. Explore which modules apps support and how you connect them.
Bloomerang
Nonprofit CRM — constituents, donations, campaigns, and households. [6]
How to connect Apptivo to Bloomerang
Set up your Apptivo and Bloomerang integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Bloomerang nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and Bloomerang. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Bloomerang work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Bloomerang that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersBloomerang actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
Bloomerang modules
- Check Constituent DuplicatesChecks Constituent Duplicates.
- Complete TaskCompletes Task.
- Create AddressCreates Address.
- Create API KeyCreates API Key.
- Create AppealCreates Appeal.
- Create CampaignCreates Campaign.
- Create ConstituentCreates Constituent.
- Create EmailCreates Email.
- Create FundCreates Fund.
- Create HouseholdCreates Household.
- Create InteractionCreates Interaction.
- Create NoteCreates Note.
- Create PhoneCreates Phone.
- Create RefundCreates Refund.
- Create RelationshipCreates Relationship.
- Create SoftcreditCreates Softcredit.
- Create TaskCreates Task.
- Create TransactionCreates Transaction.
- Create TributeCreates Tribute.
- Create Wallet ItemCreates Wallet item.
- Delete AddressDeletes Address.
- Delete ConstituentDeletes Constituent.
- Delete EmailDeletes Email.
- Delete HouseholdDeletes Household.
- Delete InteractionDeletes Interaction.
- Delete NoteDeletes Note.
- Delete PhoneDeletes Phone.
- Delete RefundDeletes Refund.
- Delete RelationshipDeletes Relationship.
- Delete SoftcreditDeletes Softcredit.
- Delete TaskDeletes Task.
- Delete TransactionDeletes Transaction.
- Delete Wallet ItemDeletes Wallet item.
- Generate Pledge InstallmentsPerforms the pledge Installments operation.
- Get AddressRetrieves Address.
- Get AppealRetrieves Appeal.
- Get CampaignRetrieves Campaign.
- Get ConstituentRetrieves Constituent.
- Get Current UserRetrieves Current User.
- Get DatabaseRetrieves Database.
- Get DesignationRetrieves Designation.
- Get EmailRetrieves Email.
- Get Email InterestRetrieves Email Interest.
- Get FundRetrieves Fund.
- Get HouseholdRetrieves Household.
- Get InteractionRetrieves Interaction.
- Get NoteRetrieves Note.
- Get PhoneRetrieves Phone.
- Get ProcessorRetrieves Processor.
- Get RefundRetrieves Refund.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Apptivo and Bloomerang integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Apptivo and Bloomerang.
Connect your Apptivo and Bloomerang accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Check Constituent Duplicates" in Bloomerang. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Bloomerang has 112 actions (including Check Constituent Duplicates, Complete Task, and Create Address). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-Bloomerang automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or Bloomerang) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + Bloomerang automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and Bloomerang integration.
- Apptivo and Bloomerang integration source code, module specs and credentials implementation.
- Our Apptivo and Bloomerang integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Bloomerang — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apptivo integration information
- Bloomerang integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library