--- title: "Connect NeonCRM to Docmosis - APIANT.ai" description: "When \"New event\" fires in NeonCRM, your agent runs \"Convert document\" in Docmosis." canonical: "https://apiant.ai/connect/neoncrm-to-docmosis" --- # Connect NeonCRM to Docmosis When **New event** fires in [NeonCRM](https://apiant.ai/connections/neoncrm), your agent runs **Convert document** in [Docmosis](https://apiant.ai/connections/docmosis). Describe the whole flow and it is built, tested on every scenario and kept running. NeonCRM **2** triggers NeonCRM **21** actions Docmosis **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want NeonCRM and Docmosis to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What NeonCRM can start in Docmosis - When **New event** in NeonCRM then **Convert document** in Docmosis - When **New event registration** in NeonCRM then **Generate a Document** in Docmosis Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with NeonCRM and Docmosis ## Triggers and actions 2 triggers · 32 actions - 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. - Action **Add image** Upload an image for use in templates. - Action **Add template** Upload a template file. - Action **Convert document** Convert an uploaded document to another format (e.g. PDF). - Action **Delete image** Delete a stored image by name. - Action **Delete template** Delete a template by name. - Action **Generate a Document** Send data to the Docmosis Cloud service, that will be merged with a template, to generate a document. - Action **Get template** Download a template file by name. - Action **Get template details** Get metadata for a template. - Action **Get template sample data** Get sample data for a template's fields. - Action **List images** List images stored in the account. - Action **List templates** List templates stored in the account. ## Each app on its own - [ **NeonCRM** Neon is a CRM built by and for people who run nonprofits.](https://apiant.ai/connections/neoncrm) - [ **Docmosis** Docmosis is a template-based document generation service.](https://apiant.ai/connections/docmosis) Reviews ## What our customers say ## More from NeonCRM - [ **NeonCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/neoncrm-to-salesforce) - [ **NeonCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/neoncrm-to-slack) - [ **NeonCRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/neoncrm-to-stripe) - [ **NeonCRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/neoncrm-to-shopify) - [ **NeonCRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/neoncrm-to-quickbooks-online) - [ **NeonCRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/neoncrm-to-pipedrive) ## More into Docmosis - [ **HubSpot to Docmosis** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docmosis) - [ **Salesforce to Docmosis** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docmosis) - [ **Slack to Docmosis** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docmosis) - [ **Google Sheets to Docmosis** Google Sheets](https://apiant.ai/connect/google-sheets-to-docmosis) - [ **Gmail to Docmosis** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docmosis) - [ **Google Calendar to Docmosis** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docmosis) Questions ## NeonCRM and Docmosis, answered ### ### What can start an automation from NeonCRM? Any of NeonCRM's 2 triggers in the catalog, including New event and New event registration. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docmosis when something happens in NeonCRM? Any of Docmosis's 11 actions, including Add image, Add template, Convert document and Generate a Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docmosis to NeonCRM? Docmosis has no triggers in the catalog today, so automations start in NeonCRM. If you need the other direction, ask: your agent reads Docmosis's API documentation and adds it. ### ### Do I have to build a connector for NeonCRM or Docmosis? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use NeonCRM and Docmosis without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.