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Néo Sphère Zapier integrationAutomate Néo Sphère with Zapier.
Néo Sphère Zapier integration: 6 triggers, 7 actions, 6 searches. The real estate agency software can start a Zap when a contact, a property or a research appears, create or update records, and look them up first. It works from the free plan.
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What the Néo Sphère Zapier integration is for
The Néo Sphère Zapier integration links the software real estate agencies run on to the other tools they use. A Zap, the automation you build on Zapier, either starts from something new in Néo Sphère (a contact, a property, an activity, a research) or writes into Néo Sphère from another app. All six triggers are checked on a timer by Zapier.
Three results people build it for. A property list kept elsewhere: New Property Detected passes each new listing to a spreadsheet or a reporting tool. A contact record that stays current: a search step finds the contact with Search Contact, then Update Contact changes the phone number or address coming from a form. A follow-up trail: Create Activity logs an activity against a negotiator when something happens in another tool.
Now what Zapier does not do here. None of the triggers is instant, so every one waits for the next check. Triggers only see new items: there is no trigger for a contact or a property that changes. On properties, Zapier can update but not create. Agencies and negotiators can be watched and searched, never created. And there is no delete action at all, for any kind of record. If you are still weighing Zapier against other tools, see our Zapier review and the n8n vs Zapier comparison.
Zapier words, in plain English
Eight words carry this page. Each one is explained once here and then used as is.
- Zap
- The automation itself: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event that starts the Zap, such as a new contact or a new property appearing in Néo Sphère.
- Action
- What the Zap does once started: create or update an activity, a contact, a property or a research.
- Task
- The unit Zapier bills: one action that completes successfully. Your plan counts these, nothing else.
- Polling trigger
- A trigger Zapier checks on a timer, keeping only what it has not seen before. All six Néo Sphère triggers work this way.
- Filter
- A step that lets the Zap go on only when what arrived meets your condition, and stops it otherwise.
- Search step
- A step that looks up an existing record, so the next steps can use what it found, such as a contact ID.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A filter, a search or a second action makes one, and it needs a paid plan.
What a Néo Sphère Zap costs
Néo Sphère is not a premium app, so it runs on the free plan. Zapier counts tasks, and a task is only ever a completed action.
- Free plan100 tasks per month, two-step Zaps
- Premium appNo
- Instant triggers0 of 6
Watching Néo Sphère for new items is free, however often Zapier checks, and the trigger itself never costs a task. Each create or update that succeeds counts once; an action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps each. That matters here: updating a contact or a research needs its ID, and when the earlier steps do not carry it, a search step can find it; a search makes the Zap multi-step, so paid. All six triggers are polling ones, so the grid below sets how long a new item can wait before the Zap sees it.
Connect Néo Sphère to Zapier
- 01
Start from the Apps page
Open Apps in your Zapier account and click + Add connection. A connection is your Néo Sphère account linked to Zapier once, then reused by every step that touches it.
- 02
Find Néo Sphère and sign in
Search Néo Sphère in the dialog, pick it, then click Add connection. Sign in to Néo Sphère in the tab that opens, with the account whose agency data the Zap should read or write.
- 03
Grant access
Allow Zapier into the account. You need an account on the app, plus read or write access on anything you do not own yourself and want the Zap to touch. Every Néo Sphère step then reuses this connection.
Your first Zap: log selected new properties in a spreadsheet
GoalWhen Néo Sphère has a new property, a filter keeps only the ones you want, and a row is added to your spreadsheet.
- 01
Pick the trigger
Create a Zap, choose Néo Sphère and the event New Property Detected, and select your connection. Test it: Zapier brings back the three most recent properties so you map a real one.
- 02
Add a filter
Click the plus icon and add Filter. Fill the three boxes: the property field to look at, the rule, and the value to compare with. A filter makes the Zap multi-step, so this one needs a paid plan.
- 03
Add the spreadsheet step
Add your spreadsheet app and its action that adds a row. Map each column to a property field from the trigger, so every row carries the details you actually read later.
- 04
Test, then read the result
Run each step once and read what came back before going further. Check what the filter says about the test property, then what the spreadsheet step wrote, before you publish anything.
- 05
Publish
Click Publish to switch the Zap on. Only properties added after this point go through; the ones already in Néo Sphère stay out of the spreadsheet.
Néo Sphère triggers
6 events start a Zap when something happens in Néo Sphère. Zapier checks for them at the interval your plan allows.
New Activity Detected
Polling triggerIn Zapier“Triggers when a new Activity is created.”
Starts your Zap each time an activity is added in Néo Sphère, so the follow-up work logged in the agency software can travel to another tool, such as a team calendar or a shared list.
New Agency Detected
Polling triggerIn Zapier“Triggers when a new Agency is created.”
Fires when a new agency shows up in your Néo Sphère account. Handy when your account holds several agencies and you keep a register of them outside the software, in a spreadsheet for instance.
New Contact Detected
Polling triggerIn Zapier“Triggers when a new Contact is created.”
Picks up every new contact created in Néo Sphère and hands its details to the next step. This is one of the two triggers Zapier puts forward for the app, and the natural start for sending contacts to a mailing tool.
New Negotiator Detected
Polling triggerIn Zapier“Triggers when a new Negotiator is created.”
Reacts to a negotiator being added to the account. The Zap receives the new negotiator's record, ready to be written into a team list or another tool you keep outside Néo Sphère.
New Property Detected
Polling triggerIn Zapier“Triggers when a new Property is created.”
Watches the property list and sends each new listing into the Zap. Along with New Contact Detected, it is the trigger Zapier highlights for Néo Sphère, and a direct way to get listings out of the software.
New Research Detected
Polling triggerIn Zapier“Triggers when a new Research is created.”
Catches a new research, the search profile recorded for a contact, and passes it on. Another tool then learns what a client is looking for at the next check, without anyone opening Néo Sphère.
Néo Sphère actions
Néo Sphère gives you 7 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create Activity
ActionIn Zapier“Creates a new Activity.”
Adds an activity in Néo Sphère from another app, dated and typed, and attached to a negotiator.
Update Activity
ActionIn Zapier“Updates en existing Activity.”
Changes an existing activity: its negotiator, type, contact, property, date, comment or its Done field.
Create Contact
ActionIn Zapier“Creates a new Contact.”
Writes a brand-new contact into Néo Sphère, one of the actions Zapier highlights for the app.
Update Contact
ActionIn Zapier“Updates en existing Contact.”
Edits a contact that already exists, from name and phone to address, language and the Campaign email accepted or SMS accepted fields. Zapier highlights it for the app.
Update Property
ActionIn Zapier“Updates en existing Property.”
Rewrites fields of an existing property: price, surface, rooms, address, headline, description, Mandate number and more.
Create Research
ActionIn Zapier“Creates a new Research.”
Opens a new research for a contact, so what the client is looking for gets recorded in Néo Sphère.
Update Research
ActionIn Zapier“Updates en existing Research.”
Adjusts an existing research: budget, minimum surface, rooms, towns, property type, or its Active field.
Néo Sphère searches
6 search steps look for data that already exists in Néo Sphère, so a later step can use it.
A search step finds a record that already exists and hands it to the next steps. With Néo Sphère that is how you get the ID every update needs. Searches sit at the bottom of the action-event list, under SEARCH, and any Zap with one is multi-step, so paid. Three settings decide what happens when the result is not clean.
Search Activity
SearchFind or createIn Zapier“Finds a Activity matching given information.”
Looks up an activity that already exists, so a later step can update it or reuse its details.
Search Agency
SearchIn Zapier“Finds a Agency matching given information.”
Finds one of your agencies in Néo Sphère and returns its record, including the ID other steps ask for.
Search Contact
SearchFind or createIn Zapier“Finds a Contact matching given information.”
Retrieves an existing contact and its ID, the piece Update Contact and Create Research cannot do without.
Search Negotiator
SearchIn Zapier“Finds a Negotiator matching given information.”
Locates a negotiator so the next step can attach a contact or an activity to the right person.
Search Property
SearchIn Zapier“Finds a Property matching given information.”
Brings back an existing property and its ID, which Update Property requires before it changes anything.
Search Research
SearchFind or createIn Zapier“Finds a Research matching given information.”
Finds an existing research so you can adjust it rather than open a second one for the same client.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap there. Switched on, the Zap carries on without a result.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields to create the missing record.
- If multiple search results are found?Three ways out when several records match: keep the first one (the default), stop the Zap, or pass all of them on.
When a Néo Sphère Zap breaks
Zapier attaches no help article to Néo Sphère, so these are the general limits of any Zap, read for an agency software.
Each case below has a plain cause and a plain fix. When a Zap still behaves oddly after you have checked them, our Zapier troubleshooting page is the next place to look.
Older records never come through
A Zap only reacts to what happens after you switch it on. Contacts or properties created before publishing are not picked up; moving them is a separate job.A Zap that feeds itself
As a general precaution: a Zap that writes into the very place its own trigger watches can set itself off again and again, and each run eats tasks.A bulk import gets held back
When a trigger suddenly returns a huge batch, after a bulk import or a migration into Néo Sphère, Zapier's flood protection can hold those items back.Each record runs once
On a polling trigger, Zapier keeps track of what it has already seen, so the same contact or property does not start the Zap twice.
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