Connect Dastra and NeonCRM

Both apps 41Dastra 18NeonCRM 23

• Trigger
  New Task

  Triggers when a new task is created in the chosen Dastra workspace.

• Action
  Add asset

  Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record.

• Action
  Add data processing

  Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose.

• Action
  Attach an Actor to a Data Processing

  Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents.

• Action
  Create an Actor

  Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record.

• Action
  Create a Task

  Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records.

• Action
  Delete actor

  Deletes an actor (a controller, processor or other third party) from a Dastra workspace.

• Action
  Delete task

  Deletes a task from a Dastra workspace.

• Action
  Get actor

  Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values.

• Action
  Get data processing

  Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields.

• Action
  Get task

  Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values.

• Action
  List assets

  Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text.

• Action
  List tasks

  Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text.

• Action
  Search Actor

  Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters.

• Action
  Search Data Processing

  Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record.

• Action
  Update actor

  Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values.

• Action
  Update data processing

  Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record.

• Action
  Update task

  Updates an existing Dastra task. Fields you leave blank keep their current values.

• 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.