Donorbox + NeonCRM Integrations

How to connect Donorbox + NeonCRM

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Choose an Action

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Supported triggers and actions

What does this mean?

New or Updated Campaign
Add a new campaign. Can be used to update an existing campaign too.
Trigger
Instant
Try It
New or Updated Donor
Add a new donor. Can be used to update an existing donor too.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Donation
Triggers when a new donation is created.
Trigger
Instant
Try It
- Account TypeRequired
- Middle Name
- Preferred Name
- Suffix
- Salutation
- Title
- Department
- Deceased
- Email 1
- Email 2
- Email 3
- Gender
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
- Address Type
- Fax Number
- Fax Type
- Phone 1
- Phone 1 Type
- Phone 2
- Phone 2 Type
- Phone 3
- Phone 3 Type
- URL
- Source
- Send System Email
- No Solicitation
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Write

- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- Do Not Contact
  If TRUE, the account is opted out of communications. Default is FALSE.
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
Action
Write
- Individual AccountRequired
  The account ID of the Individual to be linked.
- Company AccountRequired
- Primary Contact?Required
  Is this individual the primary contact of the company?
- Current Employee?Required
  Is this individual the current employee of the company?
Action
Write

- First Name
- Last Name
- Company Name
- Account ID
- Email
- Account TypeRequired
- Middle Name
- Preferred Name
- Suffix
- Salutation
- Title
- Department
- Deceased
- Email 1
- Email 2
- Email 3
- Gender
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
- Address Type
- Fax Number
- Fax Type
- Phone 1
- Phone 1 Type
- Phone 2
- Phone 2 Type
- Phone 3
- Phone 3 Type
- URL
- Source
- Send System Email
- No Solicitation
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Search or write

New or Updated Donation
Add a new donation. Can be used to update an existing donation too.
Trigger
Instant
Try It
New or Updated Plan
Add a new plan. Can be used to update an existing plan too.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- SubjectRequired
- 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
Action
Write
- Account IDRequired
- Amount (in USD)Required
- Donation Date/TimeRequired
- StatusRequired
- Campaign
- Fund
- Purpose
- Source
- Solicitation Method
- Send Acknowledgement Email
  Whether to send the default donation acknowledgement email to the donor for this donation.
- AnonymousRequired
- Tender TypeRequired
Action
Write
- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- Do Not Contact
  If TRUE, the account is opted out of communications. Default is FALSE.
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search

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.

Connect apps

Connect Donorbox + NeonCRM

About Donorbox

Donorbox is a powerful fundraising platform powering 50000+ organizations, it is simple to setup and attracts more recurring donors.

Learn more

Related categories

Fundraising

About NeonCRM

Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.

Learn more

Related categories

CRM (Customer Relationship Management)

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Donorbox + NeonCRM Integrations

How to connect Donorbox + NeonCRM

Connect your apps and automate workflows

New or Updated Campaign

New or Updated Donor

New Account

New Donation

Create Account

Account TypeRequired

Middle Name

Preferred Name

Suffix

Salutation

Title

Department

Deceased

Email 1

Email 2

Email 3

Gender

Address Line 1

Address Line 2

Address Line 3

Address Line 4

City

County

State/Province

Territory

Zip Code

Zip Code Suffix

Country

Address Type

Fax Number

Fax Type

Phone 1

Phone 1 Type

Phone 2

Phone 2 Type

Phone 3

Phone 3 Type

URL

Source

Send System Email

No Solicitation

Update Company Account

Account IDRequired

Middle Name

Preferred Name

Salutation

Title

Department

Email 1

Fax Number

Phone 1

Phone 2

Phone 3

Source

Send System Email

Do Not Contact

Address Line 1

Address Line 2

Address Line 3

Address Line 4

City

County

State/Province

Territory

Zip Code

Zip Code Suffix

Country

Link Individual Account to Company Account

Individual AccountRequired

Company AccountRequired

Primary Contact?Required

Current Employee?Required

Find or Create Account

First Name

Last Name

Company Name

Account ID