How to connect Donorbox + NeonCRM
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New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Try ItNew or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Try ItNew Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try It
New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Try ItNew or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Try ItNew Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Please input '2022-04-18' format date
Start Time
Please input '9:30 AM' or '9:30 PM' format time
End Date
Please input '2022-04-18' format date
End Time
Please input '9:30 AM' or '9:30 PM' format time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
How Donorbox + NeonCRM Integrations Work
- Step 1: Authenticate Donorbox and NeonCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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Related categories
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