Bloomerang

bloomerang is a fundraising and donor management platform for nonprofits, offering tools for donations, crm, volunteer management, and engagement integrating with make com enables nonprofits to automate workflows, unify data, and enhance donor and volunteer engagement across multiple systems 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 api key (for rest api) or a public key (for bloomerang js), create your account on bloomerang app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 keys,oauth2 0 api keys instructions you need to generate a private key to authenticate api requests login to your bloomerang platform as an administrator user click the user icon in the upper right hand corner select edit my user locate the section to generate new api keys or deactivate existing api keys generate a new api key (referred to as private key) or retrieve an existing one oauth2 0 instructions you need to register your application for oauth to securely allow third party access login to your platform using your administrator user credentials navigate to user settings by clicking the user icon in the upper right hand corner and selecting edit my user locate the section for api key and oauth registration register your application for oauth access note the generated client id and client secret for your application 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 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 account, allowing you to track and manage incoming contributions 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 new interaction, allowing you to initiate and log a fresh engagement or communication within your system 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 the flexibility to interact with any endpoint or perform actions not covered by the standard modules search constituents searches for constituents by matching their name, phone number, email address, or physical address, helping you quickly find the specific individuals or organizations you’re looking for update a constituent updates the details of an existing constituent, allowing you to modify all available fields if any fields are left empty, they will be saved as empty values watch new / updated constituents this module activates whenever a new constituent is added to your system or when details for an existing constituent are updated watch new appeals this module activates whenever a new appeal is submitted, allowing you to automatically respond or take action whenever an appeal is created in your system watch new constituents this module activates whenever a new constituent record is added, allowing you to automatically start workflows whenever someone new is entered into your system watch new interactions triggers whenever a new interaction is initiated, allowing you to automatically respond or take action each time someone engages with your service or application watch new tasks triggers whenever a brand new task is added, allowing you to automatically start workflows in response to new tasks being created watch new transactions triggers whenever a new transaction is added to your account, allowing you to automatically take action or process the details of each new transaction as soon as it 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