Connect NeonCRM to Signatureapi

Both apps 38NeonCRM 23Signatureapi 15

• 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 ceremony

  Creates a new signing ceremony for a recipient. Any previous active ceremony for that recipient is revoked. Returns the ceremony, including its URL when the recipient is authenticated by email code or by your own application.

• Action
  Add deliverable

  Creates an additional deliverable (signed PDF package) from a completed envelope. The envelope must be completed.

• Action
  Add envelope

  Creates an envelope with documents and recipients and starts the signing process.

• Action
  Add upload

  Uploads a PDF, DOCX or PNG file to SignatureAPI and returns a URL you can use as a document source when creating an envelope. Uploads expire after 24 hours.

• Action
  Cancel envelope

  Cancel an in-progress envelope so remaining recipients can no longer sign.

• Action
  Delete envelope

  Delete an envelope.

• Action
  Get deliverable

  Retrieves a deliverable by its ID, including its status and, once generated, a download link for the signed PDF.

• Action
  Get envelope

  Retrieve a single envelope by id.

• Action
  Get recipient

  Retrieves a recipient's details, including status, ceremony information and completion timestamp.

• Action
  Get upload

  Fetches an uploaded file's record by ID: its format, size, hash and expiry. An error occurs if the upload is not found.

• Action
  List deliverables

  Returns the deliverables (signed PDFs with audit log) of an envelope, earliest first.

• Action
  List envelopes

  Lists envelopes in the account, most recent first, optionally filtered by status or topic.

• Action
  Resend request

  Resends the signing request to a recipient who has not yet completed their ceremony, e.g. as a reminder or after a lost or soft-bounced email.

• Action
  Update envelope

  Update mutable fields (e.g. title, metadata) of an existing envelope.

• Action
  Update recipient

  Replaces a recipient who has not yet completed with a new person. The original recipient is marked replaced and a new recipient is created with the same type, key, routing position and places.

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