Campaign against goal
Maya Okafor, head of fundraising at Northwind, asks how the Winter campaign is doing. Memtro reads the campaign's goal and amount raised, and the gifts designated to it. It gives the gap to goal and the largest recent gifts.
Bloomerang + Memtro
What has this donor given this year, and how is the Winter campaign doing against goal?
Memtro reads your Bloomerang database: constituents by name or email, gifts with amount, date, method, fund, campaign and appeal, campaigns against goal, appeals, funds and users. Donor addresses, phones, wealth data and payment details are never returned. When asked, and once an administrator has granted the action by name, it adds notes, logs interactions, manages tasks, adds and updates constituents, records cash, cheque or in-kind gifts, changes communication preferences and creates funds and campaigns. A refund can send money back to the donor through the payment processor, which cannot be recalled. Deleting a constituent is permanent.
In Memtro
What you can do with Bloomerang in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Bloomerang tool, reads what it needs, and answers with the source cited.
What it does
- 01Finds constituents by name or email, with account number, type, status and primary email.
- 02Lists gifts, pledges and recurring donations with amount, date, method, refunds, fund, campaign and appeal, and totals what was read.
- 03Shows campaigns with goal, amount raised and dates, and lists appeals, funds and users with whether each is active.
- 04When asked and granted, adds or edits notes, logs or edits a call, meeting or letter, and creates, changes or completes tasks. None of these sends anything to the donor.
- 05When asked and granted, adds or updates constituents and their contact details or communication restrictions, creates funds and campaigns, and permanently deletes a constituent.
- 06When asked and granted, records a cash, cheque or in-kind gift that charges nobody, or refunds a gift, which can return money to the donor through the payment processor and cannot be recalled.
Acts when asked
When you ask it to
These tools change something in Bloomerang. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a note to a constituent
- 02Log an interaction (a call, meeting or letter) on a constituent
- 03Create a task for a Bloomerang user, with email notification off
- 04Add a constituent (individual or organisation)
- 05Change a constituent's name, status, job title, employer or website
- 06Delete a constituent
- 07Record a cash, cheque or in-kind gift
- 08Refund a gift
- 09Complete a task
- 10Change a task's subject, due date, assignee or note
- 11Edit a note
- 12Edit an interaction
- 13Add an email address, phone number or postal address to a constituent
- 14Change a constituent's communication restrictions, preferred channel or email interests
- 15Create a fund or a campaign
In practice
Ask it like you would a colleague
Once Bloomerang is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Bloomerang + MemtroWhat has Sarah Chen given this year?
How is the Winter campaign doing against goal?
Which gifts were refunded this month?
Log a call with Dan Fletcher about his pledge renewal.
Record a £250 cheque from the Northwind Trust to the Winter campaign.
Recording a cheque
Priya Sharma, donor relations officer at Acme Ltd, asks Memtro to record a £500 cheque from Sarah Chen to the general fund under the Winter campaign. Memtro records the gift with the cheque number, charging nobody, and it counts towards the campaign's total in Bloomerang.
Teams
Where it fits
The teams that lean on Bloomerang most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Bloomerang is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceBloomerang with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceBloomerang with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceBloomerang with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportBloomerang with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportBloomerang with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportBloomerang with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatBloomerang with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatBloomerang with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatBloomerang with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withPrivate API key
- 1
In Bloomerang, signed in as an Administrator user, open the user icon at top right → Edit My User. Use a dedicated user for Memtro where you can, as the key carries that user's whole access.
- 2
Generate a new API key and copy the private key, not the pub_ public key. Recording or refunding gifts needs a user who may edit financial data.
- 3
In Memtro, open Connections → Bloomerang and paste it into Private API key.
- 4
Ask: how is the Winter campaign doing against goal?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Bloomerang tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Bloomerang?+
Only when you ask, and only what it has been granted: add a note to a constituent; log an interaction (a call, meeting or letter) on a constituent; create a task for a Bloomerang user, with email notification off; add a constituent (individual or organisation); change a constituent's name, status, job title, employer or website; delete a constituent; record a cash, cheque or in-kind gift; refund a gift; complete a task; change a task's subject, due date, assignee or note; edit a note; edit an interaction; add an email address, phone number or postal address to a constituent; change a constituent's communication restrictions, preferred channel or email interests; create a fund or a campaign. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Bloomerang connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Bloomerang data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Bloomerang records into memory as entities.
How do I connect Bloomerang?+
Private API key. In Bloomerang, signed in as an Administrator user, open the user icon at top right → Edit My User. Use a dedicated user for Memtro where you can, as the key carries that user's whole access.
Connect Bloomerang in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.