Connect NeonCRM and Orderry

Both apps 58NeonCRM 23Orderry 35

• 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.

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in Orderry.

• Trigger
  Clients List

  Triggers when a new client is added in Orderry.

• Trigger
  Employees List

  Triggers when a new employee is added to the Orderry account.

• Trigger
  Lead Types

  Triggers when a new lead type is added to your Orderry account.

• Trigger
  Locations

  Triggers when a new location (branch) is added to the Orderry account.

• Trigger
  Order Custom Fields

  Triggers when a new custom field is defined for orders in Orderry.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Order Comment

  Adds a comment to an order in Orderry, optionally marked as private.

• Action
  Add Task Comment

  Adds a comment to an existing task in Orderry, optionally marked as private.

• Action
  Changing Order Status

  Changes the status of an Orderry order, optionally with a comment explaining the change.

• Action
  Create a Client

  Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

• Action
  Create a Lead

  Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

• Action
  Create an Order

  Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

• Action
  Create an Order Item

  Adds a product or service line item to an existing Orderry order.

• Action
  Create an Order or Estimate

  Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

• Action
  Create a Payment

  Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

• Action
  Create Booking

  Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

• Action
  Create Product

  Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

• Action
  Create Service

  Creates a new service in your Orderry service catalog.

• Action
  Create Task

  Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Service

  Finds catalog services by name, barcode or category and returns the matching services.

• Action
  Get Assets

  Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

• Action
  Get Client by ID

  Returns a single client record, including its contact details and custom field values, by its ID.

• Action
  Get Estimate

  Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

• Action
  Get Estimate by Id

  Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

• Action
  Get Lead

  Returns a single lead by its ID, including contact details, status and custom field values.

• Action
  Get Orders

  Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

• Action
  Get Task

  Returns a single task by its ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

• Action
  Update an Order Item

  Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

• Action
  Update an Order or Estimate

  Updates an existing order estimate in Orderry, changing only the fields you fill in.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

• Action
  Update Client

  Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

• Action
  Update Product

  Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

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