Connect Convenia and NeonCRM

Both apps 42Convenia 19NeonCRM 23

• Trigger
  New Admission

  Triggers when a new employee is admitted in Convenia.

• Trigger
  New Dismissal

  Triggers when an employee is dismissed in Convenia.

• Trigger
  New Salary Change

  Triggers when a new salary history entry is added for an employee.

• Trigger
  New Vacation Approved

  Triggers when a new vacation request appears for an employee.

• Action
  Create Cost Center

  Creates a cost center.

• Action
  Create Department

  Creates a department.

• Action
  Create Job

  Creates a job position with its CBO occupation code.

• Action
  Delete Department

  Deletes a department and moves its employees to another department.

• Action
  Dismiss Employee

  Starts the dismissal process for an employee in Convenia.

• Action
  Get Employee

  Returns one employee's profile by ID.

• Action
  Get Employee Salary History

  Returns an employee's salary history entries.

• Action
  List Cost Centers

  Returns the company's cost centers.

• Action
  List Departments

  Returns the company's departments.

• Action
  List Dismissed Employees

  Returns dismissed employees with their dismissal details, optionally limited to a date range.

• Action
  List Employees

  Returns the company's employees, with their department, job and cost center.

• Action
  List Employee Vacation Requests

  Returns an employee's vacation requests and their approval status.

• Action
  List Jobs

  Returns the company's job positions with their CBO codes.

• Action
  Update Department

  Renames a department.

• Action
  Update Employee

  Updates an employee's name, registration number, corporate email or social name.

• 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.