Actionist·Bloomerang
Bloomerang

Bloomerang

· #248 most-used

Automate the donor stewardship work that keeps great relationships alive

CRMDatabaseAnalyticsFormsEmail MarketingCommunity

Bloomerang is the nonprofit donor management platform that gives development teams a single, 360-degree view of every supporter — constituent records, donation history, engagement scoring, interaction timelines, and stewardship tasks all in one place. Connect it to Actionist and your agents can create constituents when donors appear in any online channel, log interactions after every call and event, record donations in near real time, create stewardship tasks automatically, and listen for triggers like New Transaction and New Constituent to fire downstream workflows — keeping your database current and your development team focused on relationships, not data entry.

Try Bloomerang with ActionistVisit Bloomerang
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of logging donor interactions after every call, re-entering gifts from online forms, reconciling donation data with accounting systems, and exporting lapsed donor lists for re-engagement campaigns.

Schedule

What your Bloomerang agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Bloomerang × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
8Apps spanned
~32 hrsSaved / week
6Personas served
For fundraising
Featured3 apps

Every online gift recorded, thanked, and stewarded automatically

When an online donation form is submitted, the agent finds or creates the constituent in Bloomerang, records the donation against the correct fund, logs an Acknowledgement interaction, creates a stewardship task for the relationship manager, and notifies the team in Slack — the entire gift entry and stewardship setup runs without a staff member touching the database.

~10 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a donation form submission is received
Trigger
Step 1
Typeform
Detect new online donation form submission
read
Step 2
Bloomerang
Find or Create Constituent for the donor
write
Step 3
Bloomerang
Create Donation record with fund, amount, and date
write
Step 4
Bloomerang
Create Acknowledgement interaction on the constituent record
write
Step 5
Bloomerang
Create stewardship follow-up task for the relationship manager
write
Step 6
Slack
Post new gift notification to #fundraising channel
Result
Create Donation record with fund, amount, and dateCreate Acknowledgement interaction on the constituent recordCreate stewardship follow-up task for the relationship managerPost new gift notification to #fundraising channel
The win
Saved per run
15 min
Runs / week
~40×
Zero gifts sit unacknowledged at the end of any business day
Driven byMarketing Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    30 min / week
    Manual interaction logging after every donor call

    Gift officers log calls, emails, and visits manually in Bloomerang after each interaction — a step that's skipped under volume, leaving donor histories incomplete.

    Sales Agent
    0 min
    Agent logs every stewardship touch and creates follow-up tasks automatically

    When a major gift officer logs a call note, the agent creates an Interaction in Bloomerang and a follow-up task — no touchpoint is ever missing from the portfolio history.

  • Marketing
    45 min / week
    Manual lapsed donor report and export

    The marketing team manually runs a Bloomerang report for lapsed donors, exports it to a spreadsheet, cleans the data, and imports it into the email platform — a process done monthly at best.

    Marketing Agent
    0 min
    Agent segments lapsed donors and queues them for re-engagement campaigns

    Every Monday the agent identifies lapsed constituents, segments them by recency, and exports the list to the email platform — the re-engagement campaign runs from live Bloomerang data.

  • Customer Support
    20 min / week
    Manual thank-you letter tracking

    The support team manually checks Bloomerang each week to see which donors haven't received acknowledgements, often catching gaps only after a donor calls to ask.

    Customer Support Agent
    0 min
    Agent tracks acknowledgement compliance and flags gaps the same day

    The support agent checks every gift for a logged Acknowledgement interaction and flags unacknowledged donors within 48 hours — before donors notice the silence.

  • Human Resources
    25 min / week
    Manual volunteer engagement data entry

    HR staff re-enter volunteer shift data from tracking spreadsheets into Bloomerang manually at the end of each week — a double-entry process that frequently results in missed records.

    Human Resources Agent
    0 min
    Agent logs every volunteer shift as an interaction in near real time

    When a shift is logged in the volunteer spreadsheet, the agent creates a VolunteerActivity interaction in Bloomerang and updates the milestone tag — the database reflects real volunteer engagement without re-entry.

  • Finance
    60 min / week
    Month-end donation and pledge reconciliation

    Finance manually exports donation data from Bloomerang and reconciles it with the accounting system at month-end — a multi-hour process that regularly uncovers weeks-old discrepancies.

    Finance Agent
    0 min
    Agent syncs every donation to the accounting system and updates pledges automatically

    Each pledge payment triggers an automatic accounting entry and pledge tracker update — finance and Bloomerang stay in sync continuously, not just at month-end.

  • Operations
    40 min / week
    Manual contact detail synchronization across systems

    Operations manually exports updated constituent records from Bloomerang and re-imports them into the email platform and master contact list, typically on a monthly schedule.

    Operations Agent
    0 min
    Agent syncs constituent contact changes to all systems within a minute

    When a constituent's email or address changes in Bloomerang, the agent propagates the update to the email platform and master spreadsheet automatically — every system reflects the new data before the next send.

  • Legal
    15 min / week
    Manual IRS acknowledgement compliance review

    Legal manually reviews Bloomerang donation records at year-end to confirm all gifts above the IRS threshold have compliant written acknowledgements — catching failures after it may be too late to correct them.

    Legal Agent
    0 min
    Agent audits IRS substantiation compliance weekly and flags gaps proactively

    The legal agent checks every gift above the IRS threshold for a timely Acknowledgement interaction and flags missing documentation as urgent tasks before the deadline passes.

+ 100s of other Bloomerang automations
Average time saved
24 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

Based on Bloomerang's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug Bloomerang into Actionist

Pick the connection method that suits your environment.

Connect Bloomerang to Actionist using an API key from your Bloomerang account settings. The key gives agents access to constituents, donations, interactions, tasks, and triggers based on the permissions of the generating user.

1
Open Bloomerang API Settings

Log in to Bloomerang, go to Settings → Integrations → API Keys. Click Generate new key to create a new API key for Actionist.

2
Copy the API key

Copy the generated API key. Treat it like a password — the key inherits the permissions of the account user who created it, so use an admin account for full read and write access.

3
Paste into Actionist and test

Paste the key into Actionist and click Test connection. Actionist runs a read-only call to confirm the handshake before any agent tasks run.

Credentials you'll need
API key*
Bloomerang → Settings → Integrations → API Keys → Generate new key
Actions

13 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Bloomerang + Actionist

How does Actionist connect to Bloomerang?
Go to the Apps tab, find Bloomerang, and click Connect. Actionist connects using an API key — log in to your Bloomerang account, navigate to Settings → Integrations → API Keys, generate a new key, and paste it into Actionist. Actionist then runs a read-only test call to verify the connection before any actions run. Your key inherits the permissions of the account user who generated it, so use an admin-level account for full access.
What permissions does the Bloomerang API key need?
The Bloomerang API key you generate inherits the permissions of the user account it belongs to. For agents that need to read constituent records, donations, and interactions, a standard user with read-only access is sufficient. For agents that create constituents, log donations, create interactions, or update records, the generating user needs write permissions. Bloomerang recommends using a dedicated integration user rather than a personal staff account so that API activity shows up distinctly in your audit log.
Can I connect Bloomerang to other apps in the same agent task?
Yes — Bloomerang is most useful when combined with the apps where donor engagement actually happens. Common combinations: create constituents when new donors appear in an online giving platform; log interactions when a donor replies to an email; sync donation amounts to QuickBooks for accounting; search for a constituent before sending a personalized Slack notification about a major gift; and use triggers like New Constituent or New Transaction to kick off stewardship workflows in other apps. Any of Actionist's 200+ connected apps can send or receive data alongside Bloomerang in the same agent task.
What are the most common things agents do with Bloomerang?
The most common patterns: (1) constituent lifecycle — create a constituent record when a new donor gives for the first time, then update it as their engagement deepens; (2) interaction logging — record every call, email, and meeting automatically so the development team's touchpoints are never lost; (3) donation entry — push gifts from online forms or events into Bloomerang so the database stays current without manual re-keying; (4) task management — create follow-up tasks in Bloomerang when a donor crosses a giving milestone or flags a lapsed period; (5) stewardship triggers — fire a thank-you workflow the moment a New Transaction trigger fires.
How do I avoid creating duplicate constituent records?
Use Find Constituent before creating a new one. The Find Constituent action searches your database by name, email, or other fields and returns any matching records. If a match is found, update the existing record rather than creating a duplicate. If no match is found, proceed with Create Constituent. This find-or-create pattern keeps your donor database clean and prevents the data-quality problems that duplicate records cause in engagement scoring and acknowledgement workflows.
What triggers does Bloomerang support in Actionist?
Bloomerang's triggers available in Actionist fire on account-level events: New Constituent (any new record added), New Transaction (any donation or payment recorded), New Transaction Payment (a specific payment recorded against a pledge), New Interaction (any logged touchpoint), New Task (any task created), Updated Constituent (any field change on an existing record), and New or Updated Constituent (either event). Triggers fire within about a minute of the event occurring in Bloomerang, giving downstream workflows near-real-time awareness of donor activity.
Can agents log different types of interactions — phone calls versus emails, for example?
Yes. When you use the Create Interaction action, you can set the channel (Email, Phone, Mail, InPerson, SocialMedia, MassEmail, Website, or Other) and the purpose (Acknowledgement, ImpactCultivation, Newsletter, Receipt, Solicitation, SpecialEvent, VolunteerActivity, Welcome, or Other). This means an agent can log a phone call differently from a mass email blast, and your development team's reporting by channel and purpose stays accurate without any manual categorization.
How do I get the most out of Actionist's Bloomerang integration for donor retention?
Bloomerang's engagement scoring and retention dashboards depend on accurate, timely data — specifically that interactions are logged, transactions are recorded promptly, and constituent records are updated when contact information changes. The biggest ROI from Actionist with Bloomerang comes from automating the data-entry work that often gets skipped under volume: logging every touchpoint, recording online gifts immediately, and keeping constituent records current. When the database reflects reality, Bloomerang's own analytics surface the donors worth focusing on.