How to connect GivingFuel + NeonCRM
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Choose an Action
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CampaignsRequired
Try ItCampaignsRequired
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
CampaignsRequired
Try ItNew Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount 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.
How GivingFuel + NeonCRM Integrations Work
- Step 1: Authenticate GivingFuel 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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