Harness + NeonCRM Integrations
How to connect Harness + NeonCRM
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Donation FailedTriggers when a donation of any kind (one-time, monthly, round-up) fails, usually due to card errors.Trigger- Monthly Donation CancelledTriggers when a donor cancels a monthly donation.Trigger
- New DonationTriggers when a new donation of the selected type is created.Trigger
- New DonorTriggers when a donor registers a new account.Trigger
- Monthly Donation CreatedTriggers when a donor creates a new monthly donation subscription.Trigger
- Round-Up Account CreatedTriggers when a donor connects a new round-up account.Trigger
- Round-Up Account CancelledTriggers when a donor cancelled their round-up account.Trigger
New AccountTriggers when a new account is created.Trigger- NeonCRM
Triggers when a new activity is created.
Instant
Trigger
- NeonCRM
Triggers when a new donation is created.
Instant
Trigger
- NeonCRM
Creates a new individual account.
Scheduled
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
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.
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