Donorbox + NeonCRM
Add new or updated Donorbox donors to NeonCRM as individual accounts
When this happens
Step 1: New or Updated Donor
Then do this
Step 2: Create Individual Account
Hate uploading spreadsheets of new donors days or weeks after you receive them? Use Zapier automation to immediately log any new or updated Donorbox donors into NeonCRM's people tracking to cut down on uploading lists. Now you can focus your energy on giving your donors the best experience possible, instead of wasting time exporting and importing spreadsheets.
How this Donorbox-NeonCRM integration works
- A donor is created or updated in Donorbox
- Zapier adds that donor into NeonCRM as an individual account
Apps involved
- Donorbox
- NeonCRM
New or Updated CampaignAdd a new campaign. Can be used to update an existing campaign too.Trigger- New or Updated DonationAdd a new donation. Can be used to update an existing donation too.Trigger
- New or Updated DonorAdd a new donor. Can be used to update an existing donor too.Trigger
- New or Updated PlanAdd a new plan. Can be used to update an existing plan too.Trigger
New AccountTriggers when a new account is created.Trigger- New ActivityTriggers when a new activity is created.Trigger
- New DonationTriggers when a new donation is created.Trigger
- Create Individual AccountCreates a new individual account.Action
- NeonCRM
Add an activity to an account.
Scheduled
Action
- NeonCRM
Creates a new donation.
Scheduled
Action
- NeonCRM
Creates a new organization account.
Scheduled
Action
- NeonCRM
Updates an individual account.
Scheduled
Action
- NeonCRM
Updates an organization account.
Scheduled
Action
- NeonCRM
Links an individual account to an organization account.
Scheduled
Action
- NeonCRM
Finds an existing account.
Scheduled
Action
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