Connect NeonCRM and Timesheet

Both apps 83NeonCRM 23Timesheet 60

• 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 Absence

  Triggered when a new absence is requested or recorded in the chosen Timesheet organization.

• Trigger
  New Project

  Triggered when a new project is created in Timesheet.

• Trigger
  New Rate

  Triggered when a new pay rate is created in Timesheet.

• Trigger
  New Tag

  Triggered when a new tag is created in Timesheet.

• Trigger
  New Task

  Triggered when a new tracked time entry is recorded in Timesheet.

• Trigger
  New Team

  Triggered when a new team is created in Timesheet.

• Trigger
  New Todo

  Triggered when a new to-do is created in Timesheet.

• Action
  Approve Absence

  Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.

• Action
  Create Expense

  Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.

• Action
  Create Note

  Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.

• Action
  Create Organization

  Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.

• Action
  Create Project

  Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.

• Action
  Create Rate

  Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.

• Action
  Create Reminder

  Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.

• Action
  Create Tag

  Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.

• Action
  Create Task

  Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.

• Action
  Create Team

  Creates a team inside a Timesheet organization. Returns the new team with its ID.

• Action
  Create Todo

  Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.

• Action
  Delete Expense

  Deletes an expense from Timesheet. Returns confirmation that the expense was removed.

• Action
  Delete Note

  Deletes a note from Timesheet. Returns confirmation that the note was removed.

• Action
  Delete Organization

  Deletes an organization from Timesheet. Returns confirmation that the organization was removed.

• Action
  Delete Project

  Deletes a project from Timesheet. Returns confirmation that the project was removed.

• Action
  Delete Rate

  Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed.

• Action
  Delete Reminder

  Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed.

• Action
  Delete Tag

  Deletes a tag from Timesheet. Returns confirmation that the tag was removed.

• Action
  Delete Task

  Deletes a time entry from Timesheet. Returns confirmation that the entry was removed.

• Action
  Delete Team

  Deletes a team from Timesheet. Returns confirmation that the team was removed.

• Action
  Delete Todo

  Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed.

• Action
  Find Absence

  Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.

• Action
  Find Expense

  Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.

• Action
  Find Note

  Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.

• Action
  Find Organization

  Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.

• Action
  Find Project

  Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.

• Action
  Find Rate

  Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.

• Action
  Find Reminder

  Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.

• Action
  Find Tag

  Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.

• Action
  Find Task

  Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.

• Action
  Find Team

  Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches.

• Action
  Find Todo

  Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.

• Action
  Get Current Timer

  Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.

• Action
  Get Project

  Returns one Timesheet project by ID, including its client, settings and tracked totals.

• Action
  Get Rate

  Returns one Timesheet pay rate by ID, including its multiplier and extra amount.

• Action
  Get Tag

  Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.

• Action
  Get Task

  Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.

• Action
  Get Team

  Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.

• Action
  Pause Timer

  Pauses the running timer, starting a break. Returns the timer with its new paused state.

• Action
  Resume Timer

  Resumes a paused timer, ending the current break. Returns the timer with its new running state.

• Action
  Send Report

  Generates a timesheet report for the chosen period and emails it to the given address.

• Action
  Start Timer

  Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.

• Action
  Stop Timer

  Stops the running timer and closes out the time entry it was tracking.

• Action
  Update Expense

  Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.

• Action
  Update Note

  Updates an existing note's text, date or attachment. Fields left blank keep their current values.

• Action
  Update Organization

  Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.

• Action
  Update Project

  Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.

• Action
  Update Rate

  Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.

• Action
  Update Reminder

  Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.

• Action
  Update Tag

  Updates an existing tag's name, colour or archived state. Fields left blank keep their current values.

• Action
  Update Task

  Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.

• Action
  Update Team

  Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.

• Action
  Update Todo

  Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.

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