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Bloomerang and Shape Integration

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

Connect Bloomerang and Shape 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.

Integration guide
  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Bloomerang and Shape

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

  • Bloomerang

    • CRM
    • 21 triggers
    • 58 searches
    • 54 actions

    Nonprofit CRM — constituents, donations, campaigns, and households. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Bloomerang to Shape

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

  1. STEP 1

    Connect Bloomerang and Shape

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Bloomerang and Shape nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Bloomerang and Shape. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Bloomerang and Shape work in WEXTL?

WEXTL exposes actions and triggers for Bloomerang and Shape 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 triggersShape actions

Bloomerang modules

  • Check Constituent Duplicates Checks Constituent Duplicates.
  • Complete Task Completes Task.
  • Create Address Creates Address.
  • Create API Key Creates API Key.
  • Create Appeal Creates Appeal.
  • Create Campaign Creates Campaign.
  • Create Constituent Creates Constituent.
  • Create Email Creates Email.
  • Create Fund Creates Fund.
  • Create Household Creates Household.
  • Create Interaction Creates Interaction.
  • Create Note Creates Note.
  • Create Phone Creates Phone.
  • Create Refund Creates Refund.
  • Create Relationship Creates Relationship.
  • Create Softcredit Creates Softcredit.
  • Create Task Creates Task.
  • Create Transaction Creates Transaction.
  • Create Tribute Creates Tribute.
  • Create Wallet Item Creates Wallet item.
  • Delete Address Deletes Address.
  • Delete Constituent Deletes Constituent.
  • Delete Email Deletes Email.
  • Delete Household Deletes Household.
  • Delete Interaction Deletes Interaction.
  • Delete Note Deletes Note.
  • Delete Phone Deletes Phone.
  • Delete Refund Deletes Refund.
  • Delete Relationship Deletes Relationship.
  • Delete Softcredit Deletes Softcredit.
  • Delete Task Deletes Task.
  • Delete Transaction Deletes Transaction.
  • Delete Wallet Item Deletes Wallet item.
  • Generate Pledge Installments Performs the pledge Installments operation.
  • Get Address Retrieves Address.
  • Get Appeal Retrieves Appeal.
  • Get Campaign Retrieves Campaign.
  • Get Constituent Retrieves Constituent.
  • Get Current User Retrieves Current User.
  • Get Database Retrieves Database.
  • Get Designation Retrieves Designation.
  • Get Email Retrieves Email.
  • Get Email Interest Retrieves Email Interest.
  • Get Fund Retrieves Fund.
  • Get Household Retrieves Household.
  • Get Interaction Retrieves Interaction.
  • Get Note Retrieves Note.
  • Get Phone Retrieves Phone.
  • Get Processor Retrieves Processor.
  • Get Refund Retrieves Refund.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

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

Automate Bloomerang and Shape on WEXTL®

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Frequently asked questions

Common questions about connecting Bloomerang and Shape.

How do I connect Bloomerang and Shape?

Connect your Bloomerang and Shape 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]

What can I automate between Bloomerang and Shape?

Example: when Bloomerang's "Watch Addresses" fires, WEXTL can "Add Calendar Event" in Shape. Bloomerang has 21 triggers (including Watch Addresses, Watch Appeals, and Watch Campaigns); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can Bloomerang trigger actions in Shape, and Shape in Bloomerang?

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]

Do I need to write code to integrate Bloomerang and Shape?

No. Bloomerang-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Bloomerang integrate with Shape in real time?

Yes. Trigger-based automations start the moment Bloomerang (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Bloomerang + Shape integration?

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.

Do I need a paid plan to connect Bloomerang with Shape?

You can build your Bloomerang + Shape 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 Shape integration.

  1. Bloomerang and Shape integration source code, module specs and credentials implementation.
  2. Our Bloomerang and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Bloomerang and Shape — 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. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Bloomerang and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

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