Connect GAIL and NeonCRM

Both apps 46GAIL 23NeonCRM 23

• Trigger
  New Call in List

  Triggers when a new processed call appears in your organization's call list.

• Action
  Add contact list

  Creates a new contact list in GAIL with a name and description.

• Action
  Add contacts to contact list

  Adds one or more existing contacts to a contact list.

• Action
  Add contact to campaign

  Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences.

• Action
  Add do not call entry

  Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry.

• Action
  Agency Details

  Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs.

• Action
  Create Contact

  Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details.

• Action
  Delete do not call entry

  Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again.

• Action
  Find Contact by Phone

  Returns the contacts that match the specified phone number.

• Action
  Find conversations

  Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user.

• Action
  Get call

  Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found.

• Action
  Get call transcript

  Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call.

• Action
  Get campaign

  Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds.

• Action
  Get contact

  Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found.

• Action
  Get conversation

  Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data.

• Action
  List calls

  Returns the identifiers of all processed calls in your organization, newest first.

• Action
  List campaigns

  Returns all campaigns in the GAIL organization, including their status, sequences and contact lists.

• Action
  List contact lists

  Returns all contact lists in your Gail account, optionally with the number of contacts in each.

• Action
  List contacts

  Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email.

• Action
  Make Outbound Call

  Starts a single outbound AI phone call to a phone number using a saved script or an inline script.

• Action
  Send SMS

  Sends an SMS text message to a phone number from your GAIL account.

• Action
  Start campaign

  Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status.

• Action
  Stop campaign

  Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign.

• 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.