Levitate + NeonCRM
Create or update Levitate contacts when new NeonCRM accounts are created
When there's a new account in NeonCRM, this workflow will take care of updating or creating a contact in Levitate. This automation keeps your Levitate contacts up to date with the latest NeonCRM accounts, so you can always ensure that your contacts remain accurate and current. Save time and reduce the need for manual data entry, allowing you to focus more on building relationships rather than maintaining them.
When there's a new account in NeonCRM, this workflow will take care of updating or creating a contact in Levitate. This automation keeps your Levitate contacts up to date with the latest NeonCRM accounts, so you can always ensure that your contacts remain accurate and current. Save time and reduce the need for manual data entry, allowing you to focus more on building relationships rather than maintaining them.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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New 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
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
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
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
