--- title: "Connect NeonCRM and Process Street - APIANT.ai" description: "When \"New event\" fires in NeonCRM, your agent runs \"Create Data Set Record\" in Process Street." canonical: "https://apiant.ai/connect/neoncrm-to-process-street" --- # Connect NeonCRM and Process Street When **New event** fires in [NeonCRM](https://apiant.ai/connections/neoncrm), your agent runs **Create Data Set Record** in [Process Street](https://apiant.ai/connections/process-street), or **New Comment Attachment** in Process Street to **Add event** in NeonCRM. Describe the whole flow and it is built, tested on every scenario and kept running. NeonCRM **2** triggers NeonCRM **21** actions Process Street **4** triggers Process Street **9** 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 Process Street 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 and Process Street can do together ### From NeonCRM to Process Street - When **New event** in NeonCRM then **Create Data Set Record** in Process Street - When **New event registration** in NeonCRM then **Update Data Set Record** in Process Street ### From Process Street to NeonCRM - When **New Comment Attachment** in Process Street then **Add event** in NeonCRM - When **New Task Checked** in Process Street then **Add event registration** in NeonCRM 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 Process Street ## Triggers and actions 6 triggers · 30 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. - Trigger **New Comment Attachment** Triggers when someone attaches a file to a comment in a workflow run. - Trigger **New Task Checked** Triggers when a task is checked off in a workflow. - Trigger **New Workflow Run** Triggers when a workflow is run. - Trigger **Task Ready** Triggers when a task is ready to be worked on. - Action **Create Data Set Record** Adds a new record to a data set. - Action **Delete Data Set Record** Deletes an existing record in a data set. - Action **Find Data Set Records** Search for data set records by form fields. - Action **Find Workflow Run** Search for a workflow run by ID, name, form fields, and other attributes. - Action **List Workflow Run Tasks** lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs. - Action **Run Workflow** Runs a workflow. - Action **Update Data Set Record** Updates an existing record in a data set. - Action **Update Task** Update a task in a workflow run. - Action **Update Workflow Run** Update an existing workflow run. ## Each app on its own - [ **NeonCRM** Neon is a CRM built by and for people who run nonprofits.](https://apiant.ai/connections/neoncrm) - [ **Process Street** Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven...](https://apiant.ai/connections/process-street) 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 Process Street - [ **HubSpot to Process Street** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-process-street) - [ **Google Calendar to Process Street** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-process-street) - [ **Google Drive to Process Street** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-process-street) - [ **Mailchimp to Process Street** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-process-street) - [ **Pipedrive to Process Street** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-process-street) - [ **ActiveCampaign to Process Street** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-process-street) Questions ## NeonCRM and Process Street, 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 Process Street when something happens in NeonCRM? Any of Process Street's 9 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Process Street to NeonCRM? Yes. When something happens in Process Street, your agent can act in NeonCRM too. This page covers both directions: Process Street's triggers and NeonCRM's actions are listed here as well. ### ### Do I have to build a connector for NeonCRM or Process Street? 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 Process Street 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.