STEP 1
Connect Bloomerang and Perfex 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 Perfex CRM Integration
Connect Bloomerang and Perfex CRM 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.
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Learn about Bloomerang and Perfex CRM
Detailed info you need to know about Bloomerang and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Bloomerang
Nonprofit CRM — constituents, donations, campaigns, and households. [5]
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Bloomerang to Perfex CRM
Set up your Bloomerang and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bloomerang and Perfex 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 Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bloomerang and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Bloomerang and Perfex 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 triggersPerfex 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.
Perfex CRM modules
- Create a ContactCreates a new contact in the service.
- Create a CustomerCreates a new customer in the system.
- Create a LeadCreates a new lead in the system.
- Create an InvoiceCreates an invoice in the system.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task in the system.
- Delete a ContactDeletes a contact from the address book or contact list.
- Delete a CustomerDeletes a customer from the database.
- Delete a LeadDeletes a lead from the system.
- Delete an InvoiceDeletes a specified invoice from the system.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a specified task from the service.
- Get a CustomerRetrieves a customer's information.
- Get a LeadRetrieves a lead's information.
- Get an InvoiceRetrieves an invoice's information.
- Get a ProjectRetrieves a project's information.
- Get a TaskRetrieves a task's information.
- List ContactsRetrieves all contacts.
- List Customer ContactsRetrieves customer contacts.
- List CustomersRetrieves all customers.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List ProjectsRetrieves all projects.
- List TasksRetrieves all tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with new information.
- Update a CustomerUpdates a customer record in the database.
- Update a LeadUpdates the information for a specific lead.
- Update an InvoiceUpdates an invoice with new information or changes to existing data.
- Update a ProjectUpdates a project in the system.
- Update a TaskUpdates a task in the service with new details or modifications.
- Watch ContactsTriggers when a new contact is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TasksTriggers when a new task is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bloomerang and Perfex 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 Perfex CRM.
Connect your Bloomerang and Perfex 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 "Create a Contact" in Perfex CRM. Bloomerang has 21 triggers (including Watch Addresses, Watch Appeals, and Watch Campaigns); Perfex CRM has 31 actions (including Create a Contact, Create a Customer, and Create a Lead). 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-Perfex 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 Perfex 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 + Perfex 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 Perfex CRM integration.
- Bloomerang and Perfex CRM integration source code, module specs and credentials implementation.
- Our Bloomerang and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bloomerang and Perfex 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
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library