--- id: "integration-11796" type: "integration" lang: "en" title: "Bloomerang Integration: Donors and Interactions from Chats - Bloomerang in Binom" url: "https://binomai.com/integrations/bloomerang-integration/" translation_group: "integration-11502" translations: ru: url: "https://binomai.com/ru/integrations/bloomerang-integration/" markdown: "https://binomai.com/ai/ru/integrations/bloomerang-integration.md" uk: url: "https://binomai.com/ua/integrations/bloomerang-integration/" markdown: "https://binomai.com/ai/ua/integrations/bloomerang-integration.md" categories: ["CRM"] published: "2026-10-21T11:35:32Z" updated: "2026-10-21T11:35:32Z" --- # Bloomerang Integration: Donors and Interactions from Chats - Bloomerang in Binom *Updated: 21.10.2026, 11:35 UTC* The Bloomerang integration with Binom helps a nonprofit organization: the AI employee finds or creates a donor, records the donation and interaction, and assigns a task to the team. Bloomerang is available on request in your Binom account: Integrations → More integrations → Bloomerang. ## What Binom can do in Bloomerang Binom here refers to your AI employee. After you connect Bloomerang, it calls the service's actions when the conversation needs that data. You decide which actions it can use. In the account, each action is labeled: **read** (Binom only views data), **write**, or **delete** (Binom changes or deletes data in Bloomerang). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Constituents | Constituents, search, duplicates, history, households | Creation, editing, contact details (email, phone, address) | | Donations | Transactions, pledges and payments against them, funds, designations | Creation and editing of transactions and refunds | | Campaigns | Campaigns, appeals | Creation and editing | | Engagement | Interactions, tasks, notes | Creation, editing, completing a task | ## Can the chatbot register a donor in Bloomerang? Yes. Binom searches for the person ("Search Constituents") and creates their record ("Create Constituent (Merge)") if none exists. ## Interaction and a task for the team Binom records the conversation as an interaction ("Create Interaction") and assigns a task to a staff member ("Create Task"), for example to call the donor back. ## What access you will need Connection method: API key. Details for each method are shown in the "Authentication" block on the Bloomerang page in your account. ## How to get the Bloomerang integration Bloomerang is connected on request: first, the Binom team sets up the integration for your account. The general catalog rules are described in the instructions [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), enter "Bloomerang" in the "Search integrations" field, and open the Bloomerang card. 2. On the "Bloomerang integration for assistant" page, you will see the message "The integration is available on request. Request it now, and we will set it up for you as a priority." The assistant here is your Binom. The "Authentication" block shows what access you will need, and the "Actions" list shows everything Binom can do in Bloomerang. 3. Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." appears, and the button changes to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the Bloomerang page. 5. Click "Connect", complete the steps in the "Connect Bloomerang" window, and click "Done". After "Connecting...", the status will change to "Connected". If you see "Confirmation has not arrived yet. The connection may still complete, so check again in a minute.", click "Check again". ## How to choose what Binom can do in Bloomerang A connected integration does nothing until you allow actions. The account states this directly: "Select the actions the assistant may call. Until something is selected, it has access to none of them." 1. On the Bloomerang page, check the actions you need in the "Actions" list. The "Filter by actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any action that edits or deletes a record, Binom will describe what it intends to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms the changes. To get started, "Search Constituents", "Create Constituent (Merge)", "Create Interaction" and "Create Task" are enough. Add the edit and delete actions when you are ready to let Binom make changes in Bloomerang. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), and leave test details. Check the record in Bloomerang. - Delete the test record after checking. ## Possible problems ### Binom does not use Bloomerang data in its answers **What to check:** that the Bloomerang status is "Connected" and the needed actions are checked (for example "Create Constituent (Merge)"). **What to do:** check the actions and click "Save". **How to tell it is fixed:** the "Allowed actions saved" message appears, and in a new conversation Binom answers using Bloomerang data. ### "Could not save the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (Bloomerang). **How to tell it is fixed:** the button shows "Requested". ### "The integration is temporarily unavailable - your request has been saved." Nothing else is needed: your request is saved, and you will receive a notification when Bloomerang can be connected. ### "Reconnection required" **What this means:** "The service no longer accepts saved access, so the assistant does not use it." **What to do:** open the Bloomerang page under [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect" and go through the connection window again. **How to tell it is fixed:** the status shows "Connected". ### "Could not start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (Bloomerang) and a screenshot of the message. **How to tell it is fixed:** the "Connect Bloomerang" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what is included in each plan, see the [plans and subscription pricing](https://app.binomai.com/plans) page, and for how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open Bloomerang again. ### "You do not have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect Bloomerang yourself. More details: [access levels in your team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's resolved:** after you refresh the page, the integration settings open. If the problem persists, email support@binomai.com or write "I want to talk to a person" in the chat with [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream). Include the name of your Binom, the integration, and attach a screenshot of the message. ## How to disconnect Bloomerang On the Bloomerang page, click "Disconnect". The "Disconnect Bloomerang?" window will show a warning: "The assistant will lose access to the service. To restore it, you will need to connect the integration again and re-enter the credentials." Confirm, and the message "Integration disconnected" will appear. ## Frequently asked questions ### Can Binom record a donation in Bloomerang? Yes, using the "Create Transaction" action. ### Do I need a developer to integrate Bloomerang? No. You request Bloomerang in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), the Binom team sets up the integration, and then you connect the account and choose the actions yourself. ## What's next - [How to connect a CRM to Binom](https://binomai.com/faq/how-to-connect-the-crm/)