STEP 1
Connect Bloomerang and Wealthbox
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 Wealthbox Integration
Build crm workflows between Bloomerang and Wealthbox on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Bloomerang and Wealthbox
Detailed info you need to know about Bloomerang and Wealthbox 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 Wealthbox
Set up your Bloomerang and Wealthbox integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bloomerang and Wealthbox 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 Wealthbox. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bloomerang and Wealthbox work in WEXTL?
WEXTL exposes actions and triggers for Bloomerang and Wealthbox 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 triggersWealthbox 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.
Wealthbox modules
- Complete Workflow StepComplete a workflow step.
- Create a ContactCreates a new contact.
- Create an EventCreate a new event.
- Create an OpportunityCreate a new opportunity.
- Create a NoteCreate a new note.
- Create a ProjectCreate a new project.
- Create a TaskCreate a new task and assign it to a user or team.
- Create a WorkflowCreate a new workflow.
- Delete a ContactDelete a specific contact using its unique identifier.
- Delete an EventDelete an existing event from your account (workspace).
- Delete an OpportunityDelete an existing opportunity from your account (workspace).
- Delete a ProjectDelete an existing project from your account (workspace).
- Delete a TaskDelete an existing task from your account (workspace).
- Delete a WorkflowDelete an existing workflow from your account (workspace).
- Get a ContactRetrieve a specific contact using its unique identifier.
- Get an EventRetrieve a specific event using its unique identifier.
- Get an OpportunityRetrieve a specific opportunity using its unique identifier.
- Get a NoteRetrieve a specific note using its unique identifier.
- Get a ProjectRetrieve a specific project using its unique identifier.
- Get a TaskRetrieve a specific task using its unique identifier.
- Get a WorkflowRetrieve a specific workflow using its unique identifier.
- Get a Workflow TemplateRetrieve a specific workflow template using its unique identifier.
- List CommentsRetrieve all of the comments that are accessible by the user for the specified resource.
- List Contact RolesList all contact roles.
- List ContactsRetrieve a paginated list of contacts.
- List Custom FieldsList all custom fields.
- List EventsRetrieve a paginated list of all of the events that are accessible by the user.
- List NotesRetrieve a paginated list of all of the notes that are accessible by the user.
- List OpportunitiesRetrieve a paginated list of all of the opportunities that are accessible by the user.
- List ProjectsRetrieve a paginated list of all of the projects that are accessible by the user.
- List TagsList all tags.
- List TasksRetrieve a paginated list of all of the tasks that are accessible by the user.
- List TeamsReturn all of the teams associated with the account.
- List User GroupsList all user groups.
- List UsersRetrieve all of the active users for the current account.
- List WorkflowsRetrieve a paginated list of all of the workflows that are accessible by the user.
- List Workflow TemplatesRetrieve a paginated list of all of the workflow templates that are accessible by the user.
- Make an API CallPerform an arbitrary authorized API request to Wealthbox API.
- Revert Workflow StepRevert a workflow step.
- Update a ContactUpdate a specific contact using its unique identifier.
- Update an EventUpdate an existing event.
- Update an OpportunityUpdate an existing opportunity with new properties.
- Update a NoteUpdate an existing note with new properties.
- Update a ProjectUpdate an existing project with new properties.
- Update a TaskUpdate an existing task and assign it to a user or team.
- Watch CommentsTriggers when there are new comments.
- Watch ContactsTriggers when there are new contact records.
- Watch EventsTriggers when there are new wealthbox events.
- Watch NotesTriggers when there are new notes.
- Watch OpportunitiesTriggers when there are new wealthbox opportunities.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bloomerang and Wealthbox 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 Wealthbox.
Connect your Bloomerang and Wealthbox 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 "Complete Workflow Step" in Wealthbox. Bloomerang has 21 triggers (including Watch Addresses, Watch Appeals, and Watch Campaigns); Wealthbox has 45 actions (including Complete Workflow Step, Create a Contact, and Create an Event). 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-Wealthbox 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 Wealthbox) 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 + Wealthbox 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 Wealthbox integration.
- Bloomerang and Wealthbox integration source code, module specs and credentials implementation.
- Our Bloomerang and Wealthbox integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bloomerang and Wealthbox — 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
- Wealthbox integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library