Bloomerang and Lasso CRM Integration

Bloomerang icon
Lasso CRM icon
Bloomerang
Lasso CRM

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Bloomerang and Lasso CRM in sync by integrating their events and actions. When crm events happen in Bloomerang, update the Lasso CRM automatically - without any line of code in visual workflow builder.

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Learn about Bloomerang and Lasso CRM

Detailed info you need to know about Bloomerang and Lasso CRM integrations in WEXTL. Explore which modules apps support and how you connect them.

Bloomerang

Bloomerang icon

CRM21 triggers58 searches54 actionsNonprofit CRM — constituents, donations, campaigns, and households. [5]

Lasso CRM

Lasso CRM icon

CRM1 trigger22 searches44 actionsReal estate CRM for registrants, inventory, appointments, and new-home sales. [6]

How to connect Bloomerang to Lasso CRM

Set up your Bloomerang and Lasso CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Bloomerang and Lasso CRM work in WEXTL?

WEXTL exposes actions and triggers for Bloomerang and Lasso 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 triggersLasso CRM actions

Bloomerang modules
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    Check Constituent DuplicatesChecks Constituent Duplicates.
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    Complete TaskCompletes Task.
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    Create AddressCreates Address.
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    Create API KeyCreates API Key.
  • Bloomerang icon
    Create AppealCreates Appeal.
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    Create CampaignCreates Campaign.
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    Create ConstituentCreates Constituent.
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    Create EmailCreates Email.
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    Create FundCreates Fund.
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    Create HouseholdCreates Household.
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    Create InteractionCreates Interaction.
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    Create NoteCreates Note.
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    Create PhoneCreates Phone.
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    Create RefundCreates Refund.
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    Create RelationshipCreates Relationship.
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    Create SoftcreditCreates Softcredit.
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    Create TaskCreates Task.
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    Create TransactionCreates Transaction.
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    Create TributeCreates Tribute.
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    Create Wallet ItemCreates Wallet item.
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    Delete AddressDeletes Address.
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    Delete ConstituentDeletes Constituent.
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    Delete EmailDeletes Email.
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    Delete HouseholdDeletes Household.
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    Delete InteractionDeletes Interaction.
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    Delete NoteDeletes Note.
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    Delete PhoneDeletes Phone.
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    Delete RefundDeletes Refund.
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    Delete RelationshipDeletes Relationship.
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    Delete SoftcreditDeletes Softcredit.
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    Delete TaskDeletes Task.
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    Delete TransactionDeletes Transaction.
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    Delete Wallet ItemDeletes Wallet item.
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    Generate Pledge InstallmentsPerforms the pledge Installments operation.
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    Get AddressRetrieves Address.
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    Get AppealRetrieves Appeal.
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    Get CampaignRetrieves Campaign.
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    Get ConstituentRetrieves Constituent.
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    Get Current UserRetrieves Current User.
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    Get DatabaseRetrieves Database.
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    Get DesignationRetrieves Designation.
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    Get EmailRetrieves Email.
  • Bloomerang icon
    Get Email InterestRetrieves Email Interest.
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    Get FundRetrieves Fund.
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    Get HouseholdRetrieves Household.
  • Bloomerang icon
    Get InteractionRetrieves Interaction.
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    Get NoteRetrieves Note.
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    Get PhoneRetrieves Phone.
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    Get ProcessorRetrieves Processor.
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    Get RefundRetrieves Refund.
Lasso CRM modules
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    Add a PhoneAdds a phone number to a registrant.
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    Add an AddressAdds an address to a registrant.
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    Add an EmailAdds an email to a registrant.
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    Create a History EntryAdds a registrant history entry.
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    Create a NoteAdds a note to a registrant.
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    Create a Plan TypeCreates a new plan type.
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    Create a Pricing RevisionCreates a pricing revision in the system.
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    Create a RegistrantCreates a new registrant.
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    Create a RelationshipCreates a registrant relationship.
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    Create an AppointmentCreates a new appointment.
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    Create an InventoryCreates a new inventory record in the system.
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    Create Question AnswersSubmits answers to questions.
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    Delete a NoteDeletes a registrant note.
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    Delete a PhoneDeletes a registrant phone number.
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    Delete a RelationshipDeletes a registrant relationship from the system.
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    Delete an AddressDeletes a registrant address.
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    Delete an AppointmentDeletes an appointment from the schedule.
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    Delete an EmailDeletes a registrant's email from the system.
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    Delete an InventoryDeletes an inventory entry from the system.
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    Get a History EntryRetrieves a history entry.
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    Get a Plan TypeRetrieves a plan type from the service.
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    Get a RegistrantRetrieves extended registrant details.
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    Get an AppointmentRetrieves appointment details.
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    Get an InventoryRetrieves a single inventory.
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    Get Assigned Sales RepsRetrieves assigned sales reps.
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    Get Contact InformationRetrieves registrant contact information.
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    Get Inventory DatesRetrieves inventory dates from the system.
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    Get Inventory PlansRetrieves plans for an inventory.
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    Get Inventory PricingRetrieves inventory pricing.
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    Get Inventory PurchasersRetrieves a list of inventory purchasers.
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    Get Opted StatusRetrieves the email opted status for a specific email address.
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    Get Project SettingsRetrieves project settings information.
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    List AppointmentsRetrieves registrant appointments.
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    List InventoriesRetrieves all inventories.
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    List Plan TypesRetrieves all inventory plan types.
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    List Pricing RevisionsRetrieves pricing revisions for inventory.
  • Lasso CRM icon
    List Project AppointmentsRetrieves project appointments.
  • Lasso CRM icon
    List RegistrantsRetrieves registrants for a project.
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    Make an API CallPerforms an arbitrary authorized API call.
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    Reset an InventoryResets inventory items and deletes associated data.
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    Search InventoriesSearches inventories by strata lot and inventory number.
  • Lasso CRM icon
    Search RegistrantsSearches registrants by multiple criteria.
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    Send an Appointment EmailSends an appointment email confirmation.
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    Sync InventorySynchronizes inventory data between systems or applications.
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    Track Website ActivityTracks registrant website activity.
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    Update a Follow-Up ProcessUpdates the registrant follow-up process for a specified event or user.
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    Update a History EntryUpdates a history entry in the service with the provided details.
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    Update a PhoneUpdates a registrant's phone number.
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    Update a Plan TypeUpdates a plan type for a specific user or account.
  • Lasso CRM icon
    Update a Question AnswerUpdates a question answer with new information.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Bloomerang and Lasso CRM integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Bloomerang [5]

Alternative integrations to Lasso CRM [6]

Try Bloomerang and Lasso CRM on WEXTL®

Claim your 3-day trial to build Bloomerang with Lasso CRM integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Bloomerang and Lasso CRM.

References

List of sources used to gather information about the Bloomerang and Lasso CRM integration.

  1. Bloomerang and Lasso CRM integration source code, module specs and credentials implementation.
  2. Our Bloomerang and Lasso CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Bloomerang and Lasso CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Bloomerang integration information
  6. Lasso CRM integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Bloomerang and Lasso CRM, or get started