Connect Force Manager and NeonCRM

Both apps 50Force Manager 27NeonCRM 23

• Trigger
  New account

  Fires on new account.

• Trigger
  New contact

  Fires on new contact.

• Trigger
  New opportunity

  Fires on new opportunity.

• Action
  Add account

  Create an account.

• Action
  Add activity

  Create an activity.

• Action
  Add call

  Log a call.

• Action
  Add contact

  Create a contact.

• Action
  Add opportunity

  Create an opportunity.

• Action
  Add product

  Create a product.

• Action
  Add sales order

  Create an order header.

• Action
  Delete account

  Delete an account.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete opportunity

  Delete an opportunity.

• Action
  Get account

  Get account by ID.

• Action
  Get call

  Returns one call record by id.

• Action
  Get contact

  Get contact by ID.

• Action
  Get opportunity

  Get opportunity by ID.

• Action
  List accounts

  List accounts, paginated.

• Action
  List activities

  List activities.

• Action
  List contacts

  List contacts, paginated.

• Action
  List opportunities

  List opportunities.

• Action
  List products

  List products.

• Action
  List sales orders

  List order headers.

• Action
  Update account

  Partial update of an account.

• Action
  Update activity

  Update an activity.

• Action
  Update contact

  Update a contact.

• Action
  Update opportunity

  Update an opportunity.

• 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.