Connect DealMachine and NeonCRM

Both apps 36DealMachine 13NeonCRM 23

• Trigger
  New Task

  Triggers when a new task is created in DealMachine.

• Action
  Create Note for Lead

  Adds a note to a DealMachine lead (prospect).

• Action
  Create Tag

  Creates a tag you can apply to DealMachine prospects.

• Action
  Create Task

  Creates a task in DealMachine, optionally linked to a property or person.

• Action
  Delete Tag

  Deletes a DealMachine tag.

• Action
  Delete Task

  Deletes a DealMachine task.

• Action
  Get Account

  Returns the DealMachine organization, plan and remaining enrichment credits.

• Action
  Get Tag

  Returns one DealMachine tag by its ID.

• Action
  Get Task

  Returns one DealMachine task by its ID.

• Action
  List Tags

  Returns all tags in the DealMachine workspace.

• Action
  List Tasks

  Returns DealMachine tasks, optionally filtered by status or search text.

• Action
  Update Tag

  Renames, recolors or deactivates a DealMachine tag.

• Action
  Update Task

  Updates a DealMachine task's title, description, due date or completion.

• 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.