Table of Contents

NeonCRM

Active
This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below .

NeonCRM

With NeonCRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can:

watch, create, update, retrieve, search, and delete activities
watch and create new donations
watch new accounts
create, update, and link individual accounts
link individual accounts to organizations
call APIs

To get started with NeonCRM, create an account at neoncrm.com.

Connect NeonCRM to Boost.space Integrator

To connect to NeonCRM with Boost.space Integrator, you need to obtain Organization ID and API key from your account and insert them into the modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..

Log in to your NeonCRM account.
Click Settings icon > Organization Profile and copy the Organization ID to a safe place.
Click Settings icon > UserCan use the system on a limited basis based on the rights assigned by the admin. Management > (…) > Copy the API Key. Save the copied API key to a safe place.
Log in to your Boost.space Integrator account, insert a NeonCRM module in your scenario, and click the Add button next to the Connection field.
Optional: In the Connection name field, enter a name for the connection.
In the Organization ID field, enter the value copied in Step 2.
In the API Key field, enter the value copied in Step 3, and click Save.

You have successfully established the connection. You can now edit your scenario and add more NeonCRM modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Activities

You can watch, create, update, retrieve, search, and delete activities using the following modules.

Watch New Activity

TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a new activity is created.

Create an Activity

Creates a new activity.

Update an Activity

Updates the selected activity.

Get an Activity

Returns information about the selected activity.

Search Activity

Searches for user’s activities or lists them all.

Delete an Activity

Deletes the selected activity.

Donations

You can watch and create new donations using the following modules.

Watch New Donation

Triggers when a new donation is created.

Create a Donation

Creates a new donation.

Accounts

You can watch new accounts, create, update, and link individual accounts, link individual accounts to organizations using the following modules.

Watch New Account

Triggers when a new account is created.

Create an Individual Account

Creates a new individual account.

Update an Individual Account

Updates the selected individual account.

Link Individual Account to Organization Account

Links an individual account to an organization account.

Other

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

	Note
	For the list of available endpoints, refer to the NeonCRM API documentation.