STEP 1
Connect Bloomerang and Capsule CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bloomerang and Capsule CRM Integration
Build crm workflows between Bloomerang and Capsule CRM 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 Bloomerang and Capsule CRM
Detailed info you need to know about Bloomerang and Capsule CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Bloomerang
Nonprofit CRM — constituents, donations, campaigns, and households. [5]
Capsule CRM
CRM for contacts, sales pipelines, projects, and tasks. [6]
How to connect Bloomerang to Capsule CRM
Set up your Bloomerang and Capsule CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bloomerang and Capsule CRM 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 Bloomerang and Capsule CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bloomerang and Capsule CRM work in WEXTL?
WEXTL exposes actions and triggers for Bloomerang and Capsule CRM 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.
Bloomerang triggersCapsule CRM actions
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.
Capsule CRM modules
- Add Additional Party (Opportunity)Adds an additional party to an opportunity.
- Add Additional Party (Project)Adds an additional party to a project.
- Create Custom FieldCreates a custom field.
- Create EntryCreates an entry.
- Create GoalCreates a goal.
- Create MilestoneCreates a milestone.
- Create OpportunityCreates an opportunity.
- Create PartyCreates a party.
- Create ProjectCreates a project.
- Create Tag DefinitionCreates a tag definition.
- Create TaskCreates a task.
- Create TrackCreates a track.
- Delete Custom FieldDeletes a custom field.
- Delete EntryDeletes an entry.
- Delete GoalDeletes a goal.
- Delete MilestoneDeletes a milestone.
- Delete OpportunityDeletes an opportunity.
- Delete PartyDeletes a party.
- Delete ProjectDeletes a project.
- Delete Tag DefinitionDeletes a tag definition.
- Delete TaskDeletes a task.
- Delete TrackDeletes a track.
- Get AttachmentReturns an attachment.
- Get Current UserReturns the current Capsule user.
- Get Custom FieldReturns a custom field.
- Get EntryReturns an entry.
- Get GoalReturns a goal.
- Get MilestoneReturns a milestone.
- Get Multiple OpportunitiesReturns multiple opportunities.
- Get Multiple PartiesReturns multiple parties.
- Get Multiple ProjectsReturns multiple projects.
- Get OpportunityReturns an opportunity.
- Get PartyReturns a party.
- Get ProjectReturns a project.
- Get Site AddressReturns the site address.
- Get Tag DefinitionReturns a tag definition.
- Get TaskReturns a task.
- Get TeamReturns a team.
- Get TrackReturns a track.
- Get UserReturns a user.
- List Additional Parties (Opportunity)Lists additional parties on an opportunity.
- List Additional Parties (Project)Lists additional parties on a project.
- List Associated ProjectsLists projects associated with an opportunity.
- List Custom FieldsLists custom fields.
- List Deleted OpportunitiesLists deleted opportunities.
- List Deleted PartiesLists deleted parties.
- List Deleted ProjectsLists deleted projects.
- List EmployeesLists employees of a party.
- List Entries by DateLists entries by date.
- List Entries by EntityLists entries for an entity.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bloomerang and Capsule CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Bloomerang and Capsule CRM.
Connect your Bloomerang and Capsule CRM 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 Bloomerang's "Watch Addresses" fires, WEXTL can "Add Additional Party (Opportunity)" in Capsule CRM. Bloomerang has 21 triggers (including Watch Addresses, Watch Appeals, and Watch Campaigns); Capsule CRM has 83 actions (including Add Additional Party (Opportunity), Add Additional Party (Project), and Create Custom Field). 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. Bloomerang-to-Capsule CRM 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 Bloomerang (or Capsule CRM) 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 Bloomerang + Capsule CRM 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 Bloomerang and Capsule CRM integration.
- Bloomerang and Capsule CRM integration source code, module specs and credentials implementation.
- Our Bloomerang and Capsule CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bloomerang and Capsule CRM — 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.
- Bloomerang integration information
- Capsule CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library