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Bloomerang
Bloomerang
104 actions · 1 auth method
BetaCRM

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Authentication

API Key

Uses a private API key for server-to-server access. Generate from your Bloomerang user settings as an Administrator.Guides: Connector Profile, Link Account
Actions
104 actions
Action
Description
List Constituents
Retrieves a paginated list of all constituents (donors, contacts, and organizations) from the Bloomerang CRM database vi…
Get Constituent
Retrieves a single constituent record by its unique numeric ID via GET /constituent/{id}, returning the complete donor o…
Create Constituent (Merge)
Creates a new constituent or merges data into an existing duplicate record via POST /constituent/merge, using intelligen…
Update Constituent
Updates an existing constituent record by ID via PUT /constituent/{id}, applying partial updates where only provided fie…
Delete Constituent
Permanently deletes a constituent record by ID via DELETE /constituent/{id}, removing the donor or organization and all…
Search Constituents
Performs a text search across constituents and households via GET /constituents/search, matching against names and retur…
Get Constituent Relationships
Retrieves all relationships for a specific constituent via GET /constituent/{id}/relationships, showing family, professi…
Get Constituent Timeline
Retrieves a chronological timeline of all activity for a constituent (or all household members if a Household ID is prov…
Find Duplicate Constituents
Searches for possible duplicate constituent records via POST /constituent/duplicates, requiring a name match plus at lea…
Update Constituent Communication Settings
Updates communication preferences and restrictions for a constituent via PUT /constituent/{id}/updateCommunicationSettin…
List Transactions
Retrieves a paginated list of all donation transactions from the Bloomerang CRM via GET /transactions, with filters for…
Get Transaction
Retrieves a single transaction record by its unique numeric ID via GET /transaction/{id}, returning the complete donatio…
Create Transaction
Creates a new donation transaction for a constituent via POST /transaction, recording the gift in the CRM database witho…
Update Transaction
Updates an existing transaction record by ID via PUT /transaction/{id}, applying partial updates to donation details suc…
Delete Transaction
Permanently deletes a transaction record by ID via DELETE /transaction/{id}, removing the donation and all associated de…
List Designations
Retrieves a paginated list of transaction designations via GET /transactions/designations, showing how donations are all…
Get Designation
Retrieves a single designation record by its unique numeric ID via GET /transactions/designation/{id}, returning the com…
List Interactions
Retrieves a paginated list of donor interactions (touchpoints) from the Bloomerang CRM via GET /interactions, tracking a…
Get Interaction
Retrieves a single interaction record by its unique numeric ID via GET /interaction/{id}, returning the complete communi…
Create Interaction
Creates a new interaction (communication touchpoint) for a constituent via POST /interaction, logging a donor engagement…
Update Interaction
Updates an existing interaction record by ID via PUT /interaction/{id}, applying partial updates to communication detail…
Delete Interaction
Permanently deletes an interaction record by ID via DELETE /interaction/{id}, removing the communication touchpoint from…
List Tasks
Retrieves a paginated list of tasks (scheduled follow-up actions) from the Bloomerang CRM via GET /tasks, with filters f…
Get Task
Retrieves a single task record by its unique numeric ID via GET /task/{id}, returning the complete scheduled action deta…
Create Task
Creates a new task (scheduled follow-up action) via POST /task, assigning a stewardship activity to a user with a due da…
Update Task
Updates an existing task record by ID via PUT /task/{id}, applying partial updates to scheduled action details such as d…
Delete Task
Permanently deletes a task record by ID via DELETE /task/{id}, removing the scheduled follow-up action from the CRM.
Complete Task
Marks a task as completed via PUT /task/{id}/complete, with an option to automatically create a corresponding interactio…
List Campaigns
Retrieves a paginated list of fundraising campaigns from the Bloomerang CRM via GET /campaigns, used to organize and tra…
Get Campaign
Retrieves a single campaign record by its unique numeric ID via GET /campaign/{id}, returning the complete fundraising i…
Create Campaign
Creates a new fundraising campaign via POST /campaign, setting up an organizational unit for tracking donations and meas…
Update Campaign
Updates an existing campaign record by ID via PUT /campaign/{id}, applying partial updates to campaign details such as n…
Refresh Campaign Summaries
Triggers a recalculation of all campaign goal summaries via GET /campaigns/refreshsummaries, updating progress metrics t…
List Appeals
Retrieves a paginated list of fundraising appeals from the Bloomerang CRM via GET /appeals, representing specific solici…
Get Appeal
Retrieves a single appeal record by its unique numeric ID via GET /appeal/{id}, returning the complete solicitation meth…
Create Appeal
Creates a new fundraising appeal via POST /appeal, defining a solicitation method that can be referenced in transaction…
Update Appeal
Updates an existing appeal record by ID via PUT /appeal/{id}, applying partial updates to the appeal name or active stat…
List Funds
Retrieves a paginated list of funds from the Bloomerang CRM via GET /funds, representing financial accounts or categorie…
Get Fund
Retrieves a single fund record by its unique numeric ID via GET /fund/{id}, returning the complete financial account det…
Create Fund
Creates a new fund (financial account category) via POST /fund, defining a donation allocation target for use in transac…
Update Fund
Updates an existing fund record by ID via PUT /fund/{id}, applying partial updates to fund properties such as name, acti…
Get Pledge Installments
Retrieves a paginated list of installment schedule entries for a specific pledge via GET /pledge/{id}/installments, show…
Generate Pledge Installments
Generates a preview installment schedule for a pledge via GET /pledge/generateInstallments without saving to the databas…
Get Pledge Payments
Retrieves a paginated list of successful payments made against a specific pledge via GET /pledge/{id}/payments, showing…
Get Pledge Payment Failures
Retrieves a paginated list of failed payment attempts for a specific pledge via GET /pledge/{id}/paymentFailures, showin…
Write Off Pledge
Writes off the remaining unpaid balance of a pledge via POST /pledge/{id}/writeOff, marking the outstanding amount as un…
List Households
Retrieves a paginated list of households from the Bloomerang CRM via GET /households, representing family or organizatio…
Get Household
Retrieves a single household record by its unique numeric ID via GET /household/{id}, returning the complete household g…
Create Household
Creates a new household grouping via POST /household, linking individual constituents into a family unit with a designat…
Update Household
Updates an existing household record by ID via PUT /household/{id}, applying partial updates to membership, head designa…
Delete Household
Permanently deletes a household grouping by ID via DELETE /household/{id}, removing the family unit but preserving all i…
List Notes
Retrieves a paginated list of notes from the Bloomerang CRM via GET /notes, representing free-text annotations attached…
Get Note
Retrieves a single note record by its unique numeric ID via GET /note/{id}, returning the complete annotation including…
Create Note
Creates a new note (free-text annotation) for a constituent via POST /note, adding internal documentation to a donor’s r…
Update Note
Updates an existing note record by ID via PUT /note/{id}, applying partial updates to the content, date, or custom field…
Delete Note
Permanently deletes a note record by ID via DELETE /note/{id}, removing the annotation from the constituent’s timeline.
List Addresses
Retrieves a paginated list of physical mailing addresses from the Bloomerang CRM via GET /addresses, including primary a…
Get Address
Retrieves a single address record by its unique numeric ID via GET /addresses/{id}, returning the complete mailing addre…
Create Address
Creates a new mailing address for a constituent via POST /address, adding a secondary address or the initial address rec…
Update Address
Updates an existing address record by ID via PUT /address/{id}, applying partial updates to mailing address fields such…
Delete Address
Permanently deletes an address record by ID via DELETE /address/{id}, removing the mailing address from the constituent’…
List Email Addresses
Retrieves a paginated list of email addresses from the Bloomerang CRM via GET /emails, including primary and secondary e…
Get Email Address
Retrieves a single email address record by its unique numeric ID via GET /email/{id}, returning the complete email detai…
Create Email Address
Creates a new email address for a constituent via POST /email, adding a secondary email or the initial email record for…
Update Email Address
Updates an existing email address record by ID via PUT /email/{id}, applying partial updates to the email type, value, o…
Delete Email Address
Permanently deletes an email address record by ID via DELETE /email/{id}, removing the email from the constituent’s cont…
List Phone Numbers
Retrieves a paginated list of phone numbers from the Bloomerang CRM via GET /phones, including primary and secondary pho…
Get Phone Number
Retrieves a single phone number record by its unique numeric ID via GET /phone/{id}, returning the complete phone detail…
Create Phone Number
Creates a new phone number for a constituent via POST /phone, adding a secondary phone or the initial phone record for a…
Update Phone Number
Updates an existing phone number record by ID via PUT /phone/{id}, applying partial updates to the phone type, number, e…
Delete Phone Number
Permanently deletes a phone number record by ID via DELETE /phone/{id}, removing the phone from the constituent’s contac…
List Refunds
Retrieves a paginated list of refund records from the Bloomerang CRM via GET /refunds, tracking returned or reversed don…
Get Refund
Retrieves a single refund record by its unique numeric ID via GET /refund/{id}, returning the complete refund details in…
Create Refund
Creates a new refund record against an existing transaction via POST /refund, recording a partial or full return of a do…
Update Refund
Updates an existing refund record by ID via PUT /refund/{id}, applying partial updates to the refund date, amount, or re…
Delete Refund
Permanently deletes a refund record by ID via DELETE /refund/{id}, removing the refund entry and restoring the original…
Get Relationship
Retrieves a single relationship record by its unique numeric ID via GET /relationship/{id}, returning the complete conne…
Create Relationship
Creates a new relationship between two non-household constituents via POST /relationship, defining a bidirectional conne…
Update Relationship
Updates an existing relationship record by ID via PUT /relationship/{id}, applying partial updates to the role type, hea…
Delete Relationship
Permanently deletes a relationship record by ID via DELETE /relationship/{id}, removing the bidirectional connection bet…
List Relationship Roles
Retrieves a paginated list of relationship role definitions from the Bloomerang CRM via GET /relationshiproles, providin…
Get Relationship Role
Retrieves a single relationship role definition by its unique numeric ID via GET /relationshiprole/{id}, returning the r…
List Soft Credits
Retrieves a paginated list of soft credits from the Bloomerang CRM via GET /softcredits, representing donation recogniti…
Get Soft Credit
Retrieves a single soft credit record by its unique numeric ID via GET /softcredit/{id}, returning the complete recognit…
Create Soft Credit
Creates a new soft credit via POST /softcredit, attributing donation recognition to a constituent who influenced a gift…
Update Soft Credit
Updates an existing soft credit record by ID via PUT /softcredit/{id}, allowing modification of the recognized amount.
Delete Soft Credit
Permanently deletes a soft credit record by ID via DELETE /softcredit/{id}, removing the donation recognition attributio…
List Tributes
Retrieves a paginated list of tributes from the Bloomerang CRM via GET /tributes, representing honorary or memorial dedi…
Get Tribute
Retrieves a single tribute record by its unique numeric ID via GET /tribute/{id}, returning the complete honorary or mem…
Create Tribute
Creates a new tribute (honorary or memorial dedication) via POST /tribute, defining a person to be honored or memorializ…
Update Tribute
Updates an existing tribute record by ID via PUT /tribute/{id}, applying partial updates to the tribute name, type, desc…
Search Tributes
Performs a text search across active tributes via GET /tributes/search, matching against tribute names with a minimum 3-…
List Custom Field Categories
Retrieves a list of custom field categories for a specific entity type via GET /customFieldCategories/{type}, showing ho…
List Custom Fields
Retrieves a list of custom field definitions for a specific entity type via GET /customFields/{type}, showing the availa…
List Custom Values
Retrieves all selectable option values for PickOne and PickMultiple custom fields of a given entity type via GET /custom…
List Custom Values By Field
Retrieves selectable option values for a specific custom field via GET /customValues/{type}/{fieldId}, narrowing results…
List Email Interests
Retrieves a paginated list of email interest categories from the Bloomerang CRM via GET /emailInterests, representing th…
Get Email Interest
Retrieves a single email interest category by its unique numeric ID via GET /emailInterest/{id}, returning the subscript…
List Wallet Items
Retrieves a list of wallet items (stored payment methods) from the Bloomerang CRM via GET /walletitems, showing saved cr…
Get Wallet Item
Retrieves a single wallet item (stored payment method) by its unique numeric ID via GET /walletitem/{id}, returning mask…
Create Wallet Item
Creates a new wallet item (stored payment method) for a constituent via POST /walletitem, securely tokenizing a credit c…
Delete Wallet Item
Permanently deletes a wallet item (stored payment method) by ID via DELETE /walletitem/{id}, removing the saved credit c…
List Processors
Retrieves a list of payment processors configured in the Bloomerang account via GET /processors, showing the gateways th…
Get Processor
Retrieves a single payment processor by its unique numeric ID via GET /processor/{id}, returning the complete gateway co…

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
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Connector Profile

Bloomerang - API Key
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
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Link Account

Bloomerang - API Key
4

Use Actions

Invoke actions using one of the methods below: