STEP 1
Connect Bloomerang and Redtail 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 Redtail CRM Integration
Keep Bloomerang and Redtail CRM in sync by integrating their events and actions. When crm events happen in Bloomerang, update the Redtail CRM automatically - without any line of code in visual workflow builder.
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Learn about Bloomerang and Redtail CRM
Detailed info you need to know about Bloomerang and Redtail CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Bloomerang
Nonprofit CRM — constituents, donations, campaigns, and households. [5]
Redtail CRM
Client relationship management software for financial advisors. [6]
How to connect Bloomerang to Redtail CRM
Set up your Bloomerang and Redtail CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bloomerang and Redtail 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 Redtail CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bloomerang and Redtail CRM work in WEXTL?
WEXTL exposes actions and triggers for Bloomerang and Redtail 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 triggersRedtail 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.
Redtail CRM modules
- Add a Comment to a NoteAdds a comment to a note, optionally notifying a user or team.
- Add a Contact to a Tag GroupAdds a contact to a tag group.
- Add a Custom Field Value to a ContactSets a custom field value on a contact.
- Add a Keyword to a ContactAssigns a keyword to a contact.
- Add a Member to a FamilyAdds a contact to a family.
- Add an Attendee to a SeminarAdds a contact as an attendee of a seminar.
- Complete a Workflow StepCompletes a workflow step, with an outcome when the step requires one.
- Complete a Workflow TaskMarks a workflow task complete.
- Create a ContactCreates a new contact, optionally with contact details, keywords, advisor roles, and an allocation model.
- Create a Contact AccountAdds a financial account to a contact.
- Create a Contact AddressAdds an address to a contact.
- Create a Contact AssetAdds an asset to a contact's financial picture.
- Create a Contact EmailAdds an email address to a contact.
- Create a Contact EmploymentAdds an employment record to a contact.
- Create a Contact LiabilityAdds a liability to a contact's financial picture.
- Create a Contact NoteAdds a note to a contact, optionally notifying a user or team and creating a follow-up activity.
- Create a Contact PhoneAdds a phone number to a contact.
- Create a Contact Social Media AccountAdds a social media account to a contact.
- Create a Contact URLAdds a web address to a contact.
- Create a FamilyCreates a family with a head of household and optional members.
- Create a Family for a ContactCreates a family with the contact as head of household.
- Create an Account AssetAdds a holding to a financial account.
- Create an Account BeneficiaryAdds a beneficiary to a financial account.
- Create an ActivityCreates a calendar activity, optionally recurring, with linked contacts and attendees.
- Create an OpportunityCreates an opportunity linked to one or more contacts.
- Create a SeminarCreates a seminar, optionally with attendees.
- Create a Tag GroupCreates a tag group.
- Create a WorkflowStarts a workflow from a template, optionally for a contact.
- Create a Workflow TaskAdds a task to a workflow step.
- Delete a ContactDeletes a contact.
- Delete a Contact AccountDeletes a financial account from a contact.
- Delete a Contact AddressDeletes an address from a contact.
- Delete a Contact AssetDeletes an asset recorded for a contact.
- Delete a Contact Custom Field ValueDeletes a custom field value from a contact.
- Delete a Contact EmailDeletes an email address from a contact.
- Delete a Contact EmploymentDeletes an employment record from a contact.
- Delete a Contact LiabilityDeletes a liability recorded for a contact.
- Delete a Contact NoteDeletes a note from a contact.
- Delete a Contact PhoneDeletes a phone number from a contact.
- Delete a Contact Social Media AccountDeletes a social media account from a contact.
- Delete a Contact URLDeletes a web address from a contact.
- Delete a FamilyDeletes a family.
- Delete an Account AssetDeletes a holding from a financial account.
- Delete an Account BeneficiaryDeletes a beneficiary from a financial account.
- Delete an ActivityDeletes an activity.
- Delete an OpportunityDeletes an opportunity.
- Delete a SeminarDeletes a seminar.
- Delete a Tag GroupDeletes a tag group.
- Delete a WorkflowDeletes a workflow.
- Delete a Workflow TaskDeletes a workflow task.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bloomerang and Redtail 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 Redtail CRM.
Connect your Bloomerang and Redtail 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 a Comment to a Note" in Redtail CRM. Bloomerang has 21 triggers (including Watch Addresses, Watch Appeals, and Watch Campaigns); Redtail CRM has 141 actions (including Add a Comment to a Note, Add a Contact to a Tag Group, and Add a Custom Field Value to a Contact). 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-Redtail 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 Redtail 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 + Redtail 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 Redtail CRM integration.
- Bloomerang and Redtail CRM integration source code, module specs and credentials implementation.
- Our Bloomerang and Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bloomerang and Redtail 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
- Redtail CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library