--- title: "Connect NeonCRM to Lob - APIANT.ai" description: "When \"New event\" fires in NeonCRM, your agent runs \"Create Address\" in Lob. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/neoncrm-to-lob" --- # Connect NeonCRM to Lob When **New event** fires in [NeonCRM](https://apiant.ai/connections/neoncrm), your agent runs **Create Address** in [Lob](https://apiant.ai/connections/lob). Describe the whole flow and it is built, tested on every scenario and kept running. NeonCRM **2** triggers NeonCRM **21** actions Lob **40** 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 Lob 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 Lob - When **New event** in NeonCRM then **Create Address** in Lob - When **New event registration** in NeonCRM then **Create Bank Account** in Lob 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 Lob ## Triggers and actions 2 triggers · 61 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 **Autocomplete US Address** Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type. - Action **Bulk Verify International Addresses** Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable. - Action **Cancel Check** Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window. - Action **Cancel Letter** Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window. - Action **Cancel Postcard** Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window. - Action **Create Address** Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings. - Action **Create Bank Account** Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet. - Action **Create Template** Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version. - Action **Delete Address** Deletes a saved address from Lob. Returns the deleted address's ID. - Action **Delete Bank Account** Deletes a saved bank account from Lob. Returns the deleted bank account's ID. - Action **Delete Template** Deletes an HTML template from Lob. Returns the deleted template's ID. - Action **Get Address** Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it. - Action **Get Bank Account** Returns one saved bank account from Lob by its ID, including whether it has been verified. - Action **Get Check** Returns one check from Lob by its ID, including its amount, status and delivery tracking events. - Action **Get Letter** Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Postcard** Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events. - Action **Get Template** Returns one HTML template from Lob by its ID, including its published version and version history. - Action **List Addresses** Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more. - Action **List Bank Accounts** Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more. - Action **List Booklets** Returns the booklets you have created in Lob, newest first, with cursors for paging through more. - Action **List Campaigns** Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Checks** Returns the checks you have sent through Lob, newest first, with cursors for paging through more. - Action **List Informed Delivery Campaigns** Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more. - Action **List Letters** Returns the letters you have sent through Lob, newest first, with cursors for paging through more. - Action **List Postcards** Returns the postcards you have sent through Lob, newest first, with cursors for paging through more. - Action **List QR Code Analytics** Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total. - Action **List Snap Packs** Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more. - Action **List Templates** Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more. - Action **List Uploads** Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign. - Action **Look Up ZIP Code** Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type. - Action **Reverse Geocode Lookup** Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point. - Action **Send Check** Prints and mails a physical check drawn on your Lob bank account to the recipient address you name. - Action **Send Letter** Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template. - Action **Send Postcard** Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template. - Action **Update Template** Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was. - Action **Validate Recipient Identity** Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score. - Action **Verify Bank Account** Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks. - Action **Verify International Address** Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered. - Action **Verify Single Line US Address** Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable. - Action **Verify US Address** Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable. ## Each app on its own - [ **NeonCRM** Neon is a CRM built by and for people who run nonprofits.](https://apiant.ai/connections/neoncrm) - [ **Lob** Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.](https://apiant.ai/connections/lob) 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 Lob - [ **Smsmobileapi to Lob** Smsmobileapi is a tool that uses your own mobile to send and receive SMS, track missed, incoming and...](https://apiant.ai/connect/smsmobileapi-to-lob) - [ **HubSpot to Lob** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lob) - [ **Salesforce to Lob** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lob) - [ **Slack to Lob** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lob) - [ **Google Sheets to Lob** Google Sheets](https://apiant.ai/connect/google-sheets-to-lob) - [ **Gmail to Lob** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lob) Questions ## NeonCRM and Lob, 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 Lob when something happens in NeonCRM? Any of Lob's 40 actions, including Create Address, Create Bank Account, Create Template and Send Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lob to NeonCRM? Lob has no triggers in the catalog today, so automations start in NeonCRM. If you need the other direction, ask: your agent reads Lob's API documentation and adds it. ### ### Do I have to build a connector for NeonCRM or Lob? 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 Lob 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.