STEP 1
Connect Bloomerang and Clientify
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 Clientify Integration
Connect Bloomerang and Clientify to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Bloomerang and Clientify
Detailed info you need to know about Bloomerang and Clientify integrations in WEXTL. Explore which modules apps support and how you connect them.
Bloomerang
Nonprofit CRM — constituents, donations, campaigns, and households. [5]
How to connect Bloomerang to Clientify
Set up your Bloomerang and Clientify integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bloomerang and Clientify 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 Clientify. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bloomerang and Clientify work in WEXTL?
WEXTL exposes actions and triggers for Bloomerang and Clientify 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 triggersClientify 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.
Clientify modules
- Add a Contact NoteCreates a new note on a specified contact.
- Add a Contact TagAdds a tag to a specified contact.
- Add a Deal NoteCreates a new note on a deal.
- Add a Deal TagAdds a tag to a specified deal.
- Close a DealCloses a deal by ID.
- Create a ContactCreates a new contact in the specified service.
- Create a DealCreates a new deal.
- Create an OrderCreates a new order.
- Delete a ContactDeletes an existing contact.
- Delete a DealDeletes an existing deal.
- Get a ContactRetrieves a single contact's details.
- Get a DealRetrieves a single deal.
- List OrdersRetrieves a list of orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search DealsSearches for deals available in the system.
- Update a ContactUpdates a contact by ID.
- Update a DealUpdates the details of a deal.
- Watch ContactsTriggers when a contact is created or modified.
- Watch DealsTriggers when a deal has been created or modified.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bloomerang and Clientify 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 Clientify.
Connect your Bloomerang and Clientify 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 a Contact Note" in Clientify. Bloomerang has 21 triggers (including Watch Addresses, Watch Appeals, and Watch Campaigns); Clientify has 18 actions (including Add a Contact Note, Add a Contact Tag, and Add a Deal Note). 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-Clientify 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 Clientify) 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 + Clientify 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 Clientify integration.
- Bloomerang and Clientify integration source code, module specs and credentials implementation.
- Our Bloomerang and Clientify integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bloomerang and Clientify — 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
- Clientify integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library