Connect NeonCRM to HrFlow.ai

Both apps 33NeonCRM 23HrFlow.ai 10

• 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
  Ask Questions to a Job Indexed in a Board

  Asks one or more questions about a job already indexed in a HrFlow.ai board and returns the answers, in the order the questions were asked.

• Action
  Ask Questions to a Profile Indexed in a Source

  Asks one or more free-text questions about a candidate profile already indexed in an HrFlow.ai source, and returns the answers in the order the questions were asked.

• Action
  Get a Profile

  Returns a profile stored in a source, looked up by its key or your own reference.

• Action
  Index a Job Into a Board

  Adds a job to a board in your HrFlow.ai workspace, with its title, location, description sections, skills and tags, and returns the job HrFlow.ai created.

• Action
  Index a Profile Into a Source

  Adds a candidate profile to a source in HrFlow.ai and returns the indexed profile.

• Action
  Make an API Call

  Makes any HrFlow.ai API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

• Action
  OCR a Text

  Reads the text out of a document or image, such as a scanned resume, and returns it along with the detected language and a page-by-page breakdown.

• Action
  Search Jobs in Boards

  Searches the jobs indexed in one or more HrFlow.ai boards by keywords, title, skills, location and tags, and returns the matching jobs.

• Action
  Search Profiles in Sources

  Searches the candidate profiles indexed in your HrFlow.ai sources by keywords, skills, tags, stage, location and experience, and returns the matching profiles.

• Action
  Vectorize a Text

  Turns text such as a job description or a resume into a numeric vector, so it can be compared, clustered or searched by meaning.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.