NeerSoft CRM Integrations
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Customer
Triggers when a new customer is added to NeerSoft CRM.
Try ItTriggerPolling
- NameRequired
- MobileRequired
- Company
- EmailRequired
- Address
- Note
ActionWrite
For builders
Let your AI safely access NeerSoft CRM
Go beyond Zap workflows. Install Zapier in your AI to call NeerSoft CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
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Act in NeerSoft CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose NeerSoft CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a NeerSoft CRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "neersoft-crm", owner: "me" });
await zapier.runAction({
app: 'neersoft-crm',
action: 'add_customer',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
NeerSoft CRM Help & Support
Common questions
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