Bloomerang by Synergetic

bloomerang is a comprehensive fundraising and donor management platform for nonprofits, offering tools for donations, crm, and volunteer management integrating with make com enables nonprofits to automate workflows, streamline donor engagement, and connect bloomerang data with other essential apps 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 bloomerang 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 or public api key, create your account on bloomerang app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 (for bloomerang js) api key (private key) instructions you need to retrieve your organization's private api key for server to server integrations login to your bloomerang platform using your credentials navigate to the api section or settings area within the bloomerang application locate the private api key assigned to your organization copy and securely store the private api key for future use public key (for bloomerang js) 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 form locate the public key within the generated code this is the key required for bloomerang js 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}} log in in your make account , 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 connect an application 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 a new individual or organization create a donation adds a new donation record to your system, allowing you to track and manage contributions from donors create a task adds a brand new task to your selected project, allowing you to specify details like the task name, description, due date, and more create an interaction creates a new interaction, allowing you to initiate and manage a fresh conversation or engagement within your chosen platform get a constituent retrieves comprehensive information about a particular constituent, giving you access to all their relevant details make an api call allows you to make a custom, authorized api request to the service, letting you access features or data not covered by the standard modules search constituents searches for constituents by looking up their name, phone number, email address, or physical address this module helps you quickly find specific individuals in your database using any of these details update a constituent updates a constituent's information by allowing you to modify all available fields 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 up to date with any changes or additions in your constituent records watch new appeals this module activates whenever a new appeal is submitted, allowing you to automatically take action or track each newly created appeal in your workflow watch new constituents this module activates whenever a new constituent record is added, allowing you to automatically start workflows or actions whenever someone new is entered into your system watch new interactions triggers whenever a new interaction is added, allowing you to automatically start workflows in response to user activities or events watch new tasks this module activates 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 take action or process the details as soon as a transaction occurs templates you can look for more templates in make's template gallery , 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 bloomerang topics on make community bloomerang website bloomerang documentation bloomerang api documentation bloomerang page on make