Connect Exercise.com and NeonCRM

Both apps 42Exercise.com 19NeonCRM 23

• Trigger
  List Staff

  Triggers when a new staff member becomes available to be assigned tasks.

• Trigger
  New Client

  Triggers when a new user (client) is created in Exercise.com.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Plan Purchased

  Triggers when a member purchases a package or plan.

• Trigger
  New Staff Task

  Triggers when a new staff task is created.

• Trigger
  Session Booked

  Triggers when a member books a session (a new visit appears).

• Action
  Create Staff Task

  Creates a staff task assigned to a staff member, optionally about a member or staff user.

• Action
  Delete Staff Task

  Deletes a staff task.

• Action
  Find User

  Finds an Exercise.com user by user ID and returns the profile, or nothing when no user matches.

• Action
  Get Staff Task

  Returns one staff task with its assignee, status and due time.

• Action
  Get User

  Returns one Exercise.com user's profile: name, contact details, address and body measurements.

• Action
  List Invoices

  Lists invoices, optionally for one user or filtered by status or overdue.

• Action
  List Packages

  Lists the packages (memberships and service bundles) you sell.

• Action
  List Staff Tasks

  Lists staff tasks, optionally filtered by assignee, status or due-date range.

• Action
  List User Packages

  Lists the packages members hold, with status, billing and renewal dates.

• Action
  List Users

  Lists Exercise.com users, newest first, optionally filtered by creation date, IDs or location.

• Action
  List Visits

  Lists member visits (bookings and check-ins), optionally for one user or a date range.

• Action
  Update Staff Task

  Updates a staff task; only the fields you supply change.

• Action
  Update User

  Updates a user's profile; only the fields you supply change. Email cannot be 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.