Connect Cerca and NeonCRM

Both apps 45Cerca 22NeonCRM 23

• Trigger
  Applicant Archived

  Triggers when a Cerca applicant is archived.

• Trigger
  Applicant Created

  Triggers when a new applicant (franchise candidate) is created in Cerca.

• Trigger
  Applicant Progressed

  Triggers when a Cerca applicant moves to a different step.

• Trigger
  New Agency

  Triggers when a new agency is added to your Cerca network.

• Action
  Approve user

  Approves a user awaiting moderation, taking them out of moderation and activating their account.

• Action
  Create Agency

  Creates a Cerca agency (a location in the network) and returns it.

• Action
  Create Applicant Request

  Creates an applicant request (a new franchise candidate lead) on one of your Cerca applicant sources.

• Action
  Create User

  Creates a user in the Cerca extranet and returns it.

• Action
  Delete Agency

  Deletes a Cerca agency.

• Action
  Delete user

  Deletes a user from your Cerca extranet.

• Action
  Demote applicant

  Moves an applicant back to the previous step of their recruitment scenario and returns the updated applicant.

• Action
  Find Applicant

  Finds Cerca applicants whose name, email or phone matches the search text, and returns the first match.

• Action
  Find users

  Searches users by name or email and returns the matching users.

• Action
  Get Agency

  Returns one Cerca agency (a location in the network) by its ID.

• Action
  Get Current User

  Returns the Cerca user the access token acts as, with their name, email and agencies.

• Action
  Get user

  Returns a single user of your Cerca extranet, including profile details, groups, agencies and custom fields.

• Action
  List Agencies

  Returns a page of Cerca agencies, optionally filtered by a search term.

• Action
  List applicant scenarios

  Returns every applicant scenario (recruitment funnel) in the extranet, the default one first.

• Action
  List Users

  Returns a page of users in the Cerca extranet, optionally filtered by a search term.

• Action
  Promote Applicant

  Advances a Cerca applicant to the next step of their recruitment scenario.

• Action
  Update Agency

  Updates a Cerca agency's details; only the fields you fill in are changed.

• Action
  Update user

  Updates an existing user's profile, contact details, address, groups, agencies and custom fields. Only the fields you fill in are changed.

• Trigger
  New event

  Triggers when a new event is created in NeonCRM.

• Trigger
  New event registration

  Triggers when someone registers for the chosen NeonCRM event.

• Action
  Add campaign

  Creates a fundraising campaign in Neon CRM and returns its id.

• Action
  Add event

  Creates a new event in Neon CRM with its name, dates, location and registration settings, and returns the new event's id.

• Action
  Add event registration

  Creates a registration for a NeonCRM event on behalf of an account, optionally with tickets, attendees and payments.

• Action
  Add membership

  Creates a membership for a Neon CRM account at the chosen membership level and term.

• Action
  Add pledge

  Creates a pledge for a NeonCRM account, with its amount, fund, campaign and other gift details.

• Action
  Create Account

  Creates an individual account in Neon CRM with its primary contact details and address, and returns the new account's id.

• Action
  Create Activity

  Creates an activity (task, call, meeting) in Neon CRM, optionally linked to an account, event, grant or prospect.

• Action
  Create Donation

  Creates a donation for a Neon CRM account, with optional fund, campaign, tribute, payment and custom field details.

• Action
  Get account

  Returns one Neon CRM account (individual or company) by its id, including contact details, addresses and custom fields.

• Action
  Get donation

  Returns a single donation by its ID, including amount, date, donor account, fund, campaign, payments and donation custom fields.

• Action
  Get event

  Returns a single event by its ID, including dates, location, category and financial settings.

• Action
  Get event registration

  Returns one event registration, including its tickets, attendees, payments and registrant custom fields.

• Action
  Get membership

  Returns a single Neon CRM membership, including its level, term, dates, fee, status, payments and membership custom fields.

• Action
  Link Individual Account to Company Account

  Links an individual account to a company account as a contact, optionally setting title, department, employment dates and primary-contact status.

• Action
  List campaigns

  Returns every fundraising campaign in your Neon CRM account with its id, code, name and status.

• Action
  Update activity

  Updates an existing activity in NeonCRM. Only the fields you fill in are changed.

• Action
  Update Company Account

  Updates an existing company account in Neon CRM, changing only the details you fill in.

• Action
  Update donation

  Updates an existing donation in NeonCRM, changing only the details you supply.

• Action
  Update event

  Updates an existing NeonCRM event, changing only the details you fill in.

• Action
  Update Individual Account

  Updates an individual account in Neon CRM, changing only the details you fill in.

• Action
  Update membership

  Updates an existing membership in Neon CRM, changing only the fields you fill in.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.