Connect Kiwili and NeonCRM

Both apps 138Kiwili 115NeonCRM 23

• Trigger
  Accounting Code Created

  Triggers when a new Accounting Code is created.

• Trigger
  Accounting Code Deleted

  Triggers when an Accounting Code is deleted.

• Trigger
  Accounting Code Updated

  Triggers when an Accounting Code is updated.

• Trigger
  Bank Account Created

  Triggers when a new Bank Account is created.

• Trigger
  Bank Account Deleted

  Triggers when a Bank Account is deleted.

• Trigger
  Contact Created

  Triggers when a new Contact is created.

• Trigger
  Contact Deleted

  Triggers when a Contact is deleted.

• Trigger
  Contact Updated

  Triggers when a Contact is updated.

• Trigger
  Enterprise Created

  Triggers when an Enterprise is created.

• Trigger
  Enterprise Deleted

  Triggers when an Enterprise is deleted.

• Trigger
  Enterprise Updated

  Triggers when an Enterprise is updated.

• Trigger
  Expense Account Created

  Triggers when an Expense Account is created.

• Trigger
  Expense Account Deleted

  Triggers when an Expense Account is deleted.

• Trigger
  Expense Account Updated

  Triggers when an Expense Account is updated.

• Trigger
  Invoice Created

  Triggers when an Invoice is created.

• Trigger
  Invoice Deleted

  Triggers when an Invoice is deleted.

• Trigger
  Invoice Payment Created

  Triggers when an Invoice Payment is created.

• Trigger
  Invoice Payment Updated

  Triggers when an Invoice Payment is updated.

• Trigger
  Invoice Updated

  Triggers when an Invoice is updated.

• Trigger
  Payment Type Created

  Triggers when a new Payment Type is created.

• Trigger
  Payment Type Deleted

  Triggers when a Payment Type is deleted.

• Trigger
  Payment Type Updated

  Triggers when a Payment Type is updated.

• Trigger
  Product Created

  Triggers when an Product is created.

• Trigger
  Product Deleted

  Triggers when an Product is deleted.

• Trigger
  Product Updated

  Triggers when an Product is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Deleted

  Triggers when a Project is deleted.

• Trigger
  Project Step Deleted

  Triggers when a project step is deleted.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Service Created

  Triggers when a Service is created.

• Trigger
  Service Deleted

  Triggers when a Service is deleted.

• Trigger
  Service Updated

  Triggers when a Service is updated.

• Trigger
  Sprint Created

  Triggers when a Sprint is created.

• Trigger
  Sprint Updated

  Triggers when a Sprint is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Trigger
  Tax Profile Created

  Triggers when an Tax Profile is created.

• Trigger
  Tax Profile Deleted

  Triggers when an Tax Profile is deleted.

• Trigger
  Tax Profile Updated

  Triggers when an Tax Profile is updated.

• Trigger
  Time Entry Created

  Triggers when a Time Entry is created.

• Trigger
  Time Entry Deleted

  Triggers when a Time Entry is deleted.

• Trigger
  Time Entry Updated

  Triggers when a Time Entry is updated.

• Action
  Create Accounting Code

  Creates a new accounting code in Kiwili's chart of accounts, with its code number, description, accounting class and tax reclaim percentage.

• Action
  Create Bank Account

  Creates a new bank account in Kiwili with its name, currency and optional banking details.

• Action
  Create Contact

  Creates a new contact under an enterprise (client company) in Kiwili.

• Action
  Create Enterprise

  Creates a new enterprise (client, prospect or provider company) in Kiwili and returns the created enterprise record.

• Action
  Create Expense Account

  Creates a new expense account in Kiwili, used to categorize expenses with a default price, tax profile and accounting code.

• Action
  Create Invoice

  Creates a new invoice for a client enterprise in Kiwili, with one or more product or service lines.

• Action
  Create Invoice Payment

  Records a payment against an existing invoice in Kiwili, with its amount, date, payment type and bank account.

• Action
  Create Payment Type

  Creates a new payment type in Kiwili.

• Action
  Create Product

  Creates a new product in Kiwili, with its price, identifiers, tax profile, accounting code, inventory and resale settings.

• Action
  Create Project

  Creates a new project in Kiwili for an enterprise (client), with optional billing type, budget, rate, team and services.

• Action
  Create Project Step

  Creates a new step (phase) within a Kiwili project, with optional budget, dates, administrator and team allocation.

• Action
  Create Service

  Creates a new service in Kiwili, with its name, rate, category, tax profile and accounting code.

• Action
  Create Sprint

  Creates a new sprint in Kiwili with its dates, administrator and optional resources.

• Action
  Create Task

  Creates a new task in Kiwili, optionally linked to a project, client, sprint or service and assigned to a user.

• Action
  Create Tax Profile

  Creates a new tax profile in Kiwili, with up to two tax rates, their labels and registration numbers.

• Action
  Create Time Entry

  Creates a time entry in Kiwili, logging hours worked by a user on a project step and service.

• Action
  Delete Accounting Code

  Deletes an accounting code from your Kiwili account. Only accounting codes that are not in use can be deleted.

• Action
  Delete Bank Account

  Deletes a bank account from Kiwili. Only bank accounts that are not used anywhere can be deleted.

• Action
  Delete Contact

  Deletes a contact from your Kiwili account.

• Action
  Delete Enterprise

  Deletes an enterprise (company client) from Kiwili. Only enterprises that are not in use can be deleted.

• Action
  Delete ExpenseAccount

  Deletes an unused expense account in Kiwili.

• Action
  Delete Invoice

  Deletes an invoice in Kiwili. Only invoices still in Draft status can be deleted.

• Action
  Delete Payment Type

  Deletes a payment type from your Kiwili account. Only payment types not used by any payment can be deleted.

• Action
  Delete Product

  Deletes a product from your Kiwili account. Only products that are not used on any document can be deleted.

• Action
  Delete Project

  Deletes a project in Kiwili. Only projects that are not in use can be deleted.

• Action
  Delete Project Step

  Deletes a project step in Kiwili. Only steps that are not in use can be deleted.

• Action
  Delete Service

  Deletes a service from your Kiwili account. Only services not used on any document can be deleted.

• Action
  Delete Tax Profile

  Deletes a tax profile from your Kiwili account. Only tax profiles that are not in use can be deleted.

• Action
  Delete Time Entry

  Deletes a time entry from your Kiwili account.

• Action
  Find Accounting Code

  Returns the accounting codes that match the search text or filters you specify, such as code, description or accounting class.

• Action
  Find Bank Account

  Returns the Kiwili bank accounts that match the search text or the filters you supply, such as name, currency, account number or accounting code.

• Action
  Find Enterprise

  Searches the enterprises (companies and clients) in your Kiwili account by name, email, code or any other property and returns the ones that match.

• Action
  Find ExpenseAccount

  Searches the expense accounts in your Kiwili account by text, name, category, tax profile, price or other criteria and returns the matching expense accounts.

• Action
  Find Payment Type

  Returns the payment types in your Kiwili account that match a name, search text or id range.

• Action
  Find Product

  Returns the products in your Kiwili account that match the search text or filters you supply, such as name, SKU, UPC, category or price range.

• Action
  Find Project

  Searches Kiwili projects by name, code, client, contact or other project details and returns the matching projects.

• Action
  Find Project Step

  Searches the project steps in your Kiwili account by text, project, name, dates, budget or completion, and returns the matching steps.

• Action
  Find Service

  Searches the services in your Kiwili account by text, name, number, category, rate and other criteria, and returns the matching services.

• Action
  Find Sprint

  Searches the sprints in your Kiwili account by text, name, dates, administrator or other criteria and returns the matching sprints.

• Action
  Find Task

  Returns the tasks that match the search text or the filters you choose, such as summary, project, assignee, status or due date.

• Action
  Find TaxProfile

  Finds tax profiles in Kiwili by search text, description, tax labels, numbers or rates, and returns the matching tax profiles.

• Action
  Get Accounting Code

  Returns one accounting code from your Kiwili chart of accounts by its id, including its code number, description, accounting class and tax reclaim percentage.

• Action
  Get Bank Account

  Returns a single bank account from your Kiwili account by its ID, including its name, currency, account numbers and accounting code.

• Action
  Get Contact

  Returns a single Kiwili contact by its ID, including name, email, phone numbers, address and the enterprise it belongs to.

• Action
  Get Enterprise

  Returns a Kiwili enterprise (client, prospect or provider company) by its id, with its address, contact details and billing settings.

• Action
  Get ExpenseAccount

  Returns a single expense account from Kiwili, including its name, description, default price, category, tax profile and accounting code.

• Action
  Get Invoice

  Returns a single Kiwili invoice by its id, including its lines, totals, balance, status and payment details.

• Action
  Get InvoicePayment

  Returns a single invoice payment from Kiwili by its id, including the amount, payment date, invoice and bank account it belongs to.

• Action
  Get Payment Type

  Returns a single payment type (such as cash, cheque or credit card) by its id.

• Action
  Get Product

  Returns a single product from Kiwili by its id, including its price, SKU, category, tax profile and inventory settings.

• Action
  Get Project

  Returns a single Kiwili project by its ID, including its client, billing type, budget, team and services.

• Action
  Get Project Step

  Returns a single project step (phase) of a Kiwili project by its ID, including its dates, budget, completion and team.

• Action
  Get Service

  Returns a single Kiwili service by its id, including its name, number, rate, category, tax profile and accounting code.

• Action
  Get Sprint

  Returns a single Kiwili sprint by its id, including its dates, administrator and assigned resources.

• Action
  Get Task

  Returns a single Kiwili task by its id, including its summary, status, priority, dates, assignee and linked project, sprint and enterprise.

• Action
  Get TaxProfile

  Returns a single Kiwili tax profile by its id, including its tax rates, labels and tax numbers.

• Action
  Get Time Entry

  Returns a single time entry by its id, including date, hours, start and end times, user, project, service and billing status.

• Action
  Update Accounting Code

  Updates an existing accounting code in Kiwili, changing its code number, description, accounting class or tax reclaim percentage. Fields left blank keep their current values.

• Action
  Update Bank Account

  Updates an existing bank account in Kiwili, such as its name, description, currency, account numbers, credit limit or active status.

• Action
  Update Contact

  Updates an existing contact in Kiwili, such as their name, email, phone, address or enterprise. Fields left blank are not changed.

• Action
  Update Enterprise

  Updates an existing enterprise (client, prospect or provider company) in Kiwili. Only the fields you fill in are changed.

• Action
  Update ExpenseAccount

  Updates an existing expense account in Kiwili, such as its name, description, default price, category, tax profile or accounting code.

• Action
  Update Invoice

  Updates an existing invoice in Kiwili, including its client, dates, lines, taxes and status. Returns the updated invoice.

• Action
  Update InvoicePayment

  Updates an existing invoice payment in Kiwili, such as its amount, date, payment type or bank account.

• Action
  Update Payment Type

  Updates the name of an existing payment type in Kiwili.

• Action
  Update Product

  Updates an existing product in Kiwili, changing only the details you provide, and returns the updated product.

• Action
  Update Project

  Updates an existing project in Kiwili, such as its name, client, billing type, budget, rate or team, and returns the updated project.

• Action
  Update Project Step

  Updates an existing project step in Kiwili, such as its name, dates, budget, progress or assigned team, and returns the updated step.

• Action
  Update Service

  Updates an existing service in Kiwili, such as its name, rate, category, tax profile or billable status.

• Action
  Update Sprint

  Updates an existing sprint in Kiwili, including its name, dates, administrator, status and assigned resources.

• Action
  Update Task

  Updates an existing task in Kiwili, such as its summary, assignee, dates, priority or status.

• Action
  Update TaxProfile

  Updates an existing tax profile in Kiwili, such as its description, tax rates, labels and registration numbers. Kiwili only allows the rates of tax profiles that are not yet in use to be changed.

• Action
  Update Time Entry

  Updates an existing time entry in Kiwili, such as its date, hours, project, service or billing status.

• 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.