Harness + NeonCRM Integrations

How to connect Harness + NeonCRM

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Choose an Action

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Supported triggers and actions

What does this mean?

Donation Failed
Triggers when a donation of any kind (one-time, monthly, round-up) fails, usually due to card errors.
Trigger
Instant
Try It
- Donation TypeRequired
Trigger
Instant
Try It
Monthly Donation Created
Triggers when a donor creates a new monthly donation subscription.
Trigger
Instant
Try It
Round-Up Account Cancelled
Triggers when a donor cancelled their round-up account.
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

Monthly Donation Cancelled
Triggers when a donor cancels a monthly donation.
Trigger
Instant
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New Donor
Triggers when a donor registers a new account.
Trigger
Instant
Try It
Round-Up Account Created
Triggers when a donor connects a new round-up account.
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

How Harness + NeonCRM Integrations Work

Step 1: Authenticate Harness 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 Harness + NeonCRM

About Harness

Raise More + Stress Less with the Harness Fundraising Platform - Nonprofit Industry Leader in Recurring Giving and Donor Experience Automation Tools

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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Harness + NeonCRM Integrations

How to connect Harness + NeonCRM

Connect your apps and automate workflows

Donation Failed

New Donation

Donation TypeRequired

Monthly Donation Created

Round-Up Account Cancelled

New Activity

Create Activity

SubjectRequired

Note

Start DateRequired

Start Time

End Date

End Time

Client Account IDRequired

System User ID

StatusRequired

PriorityRequired

Create Donation

Account IDRequired

Amount (in USD)Required

Donation Date/TimeRequired

StatusRequired

Campaign

Fund

Purpose

Source

Solicitation Method

Send Acknowledgement Email

AnonymousRequired

Tender TypeRequired

Update Individual 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

Find Account

First Name

Last Name

Company Name

Account ID

Email

Monthly Donation Cancelled

New Donor

Round-Up Account Created

New Account

New Donation

Create Account

Account TypeRequired