Bloomerang by Synergetic

bloomerang is a unified nonprofit platform offering fundraising, donor management, and volunteer tools integrating it with make com enables nonprofits to automate donor engagement, fundraising workflows, and volunteer management, streamlining operations and improving supporter relationships this is ai generated content based on official bloomerang documentation the content may still contain errors—please verify important information if you have questions, contact https //bloomerang com/contact/support/ directly how to get support on bloomerang bloomerang is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=bloomerang\&app slug=bloomerang community\&app unique id=bloomerang 1c3mun requirements to use the bloomerang app in make, you must have an active bloomerang account and either a private api key for the rest api or a public key for bloomerangjs, https //bloomerang co app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/bloomerang community/ click the install button follow the on screen instructions to complete the setup connect bloomerang and {{product name}} to get started, you must first create a connection between bloomerang and {{product name}} , allowing the two services to communicate you can connect using the following method api key (private key),public key api key (private key) instructions you need to locate your organization's private api key for server to server integrations login to your bloomerang platform using your credentials navigate to the settings or administration section within the bloomerang application locate the api section where private keys are managed find your organization's private api key this key is required for rest api access copy and securely store the private api key for use in your integration public key instructions you need to retrieve your public key for use with bloomerang js login to your bloomerang platform using your credentials create a form within bloomerang put the form in self hosted mode copy the generated code for the self hosted form locate the public key within the copied code from the self hosted form some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=bloomerang\&app slug=bloomerang community\&app unique id=bloomerang 1c3mun create the connection in {{product name}} https //www make com/en/register , add the bloomerang module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your bloomerang or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page bloomerang modules after connecting to the bloomerang app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a constituent adds a new constituent record to your database, allowing you to store and manage information about an individual or organization create a donation creates a new donation record, allowing you to add details about a contribution made by a donor create a task creates a brand new task, allowing you to specify details such as the task name, description, due date, and other relevant information create an interaction creates a brand new interaction, allowing you to initiate and manage a conversation or engagement within your chosen platform get a constituent retrieves comprehensive information about a particular constituent, giving you access to all their key details make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to interact with features or endpoints not covered by the standard modules search constituents searches for constituents by allowing you to enter details such as their name, phone number, email address, or physical address this helps you quickly find the specific individuals you’re looking for based on the information you have update a constituent updates a constituent's information by replacing all existing fields with the provided data any fields left empty will be saved as empty values watch new / updated constituents this module activates whenever a new constituent is added or when details of an existing constituent are updated, allowing you to stay informed about changes or additions to your constituent records watch new appeals this module activates whenever a new appeal is submitted, allowing you to automatically respond or take action whenever a fresh appeal enters your system watch new constituents this module activates whenever a new constituent record is added, allowing you to automatically start workflows or actions based on the creation of a new constituent watch new interactions triggers whenever a new interaction is added, allowing you to automatically respond or take action each time someone engages with your system watch new tasks triggers whenever a brand new task is added, allowing you to kick off automated workflows as soon as a task is created watch new transactions triggers whenever a new transaction is added to your account, allowing you to automatically start workflows based on each new transaction templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} bloomerang resources you can have access to more resources related to this app on the following links https //community make com/search?q=bloomerang https //bloomerang co https //support bloomerang com/s/ https //bloomerang com/api/ https //www make com/en/integrations/bloomerang community