Connect NeonCRM and Publer

Both apps 53NeonCRM 23Publer 30

• 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
  Account Connected/Disconnected

  Triggers when a social media account is newly connected to the selected Publer workspace.

• Trigger
  Member Performance Spike

  Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range.

• Trigger
  New Draft

  Triggers when a new draft post is saved in your Publer workspace.

• Trigger
  New Media Uploaded

  Triggers when a new media item is added to your Publer media library.

• Trigger
  Post Approved

  Triggers when a scheduled post is approved in your Publer workspace.

• Trigger
  Post Created

  Triggers when a new post is created in your Publer workspace, optionally limited to a post state, account, type, member or search text.

• Trigger
  Post Failed

  Triggers when a Publer post fails to publish.

• Trigger
  Post Pending Approval

  Triggers when a scheduled post is waiting for approval in the Publer workspace.

• Trigger
  Post Performance Threshold

  Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set.

• Trigger
  Post Published

  Triggers when a post is published to one of your connected social accounts.

• Trigger
  Post Scheduled

  Triggers when a post is scheduled in your Publer workspace.

• Trigger
  Post Status Updated

  Triggers when a post's status changes, for example from scheduled to published or failed.

• Trigger
  Top Competitor Posts

  Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics.

• Trigger
  Top Hashtags Identified

  Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account.

• Trigger
  Top Posts of Week

  Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose).

• Trigger
  Workspace Created

  Triggers when a new workspace becomes accessible to the connected Publer user.

• Action
  Auto Schedule Post

  Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose.

• Action
  Create Post

  Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft.

• Action
  Export Analytics Report

  Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file.

• Action
  Export Competitor Benchmark

  Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range.

• Action
  Export Member Leaderboard

  Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews.

• Action
  Find Analytics by Date Range

  Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range.

• Action
  Find Media

  Searches the Publer media library by name or caption, type, usage status, source or folder and returns the matching media items.

• Action
  Find Post

  Finds posts whose content contains the text you give, optionally narrowed by state, post type, date range, account or team member.

• Action
  Generate Competitors Top Posts

  Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics.

• Action
  Generate Top Hashtags

  Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score.

• Action
  Generate Top Posts

  Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach.

• Action
  Schedule Recurring Post

  Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date.

• Action
  Schedule Recycling Post

  Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times.

• Action
  Upload Media

  Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts.

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