NeonCRM + Bonjoro Integrations

How to connect NeonCRM + Bonjoro

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Instant
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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.
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?
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
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
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Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
Try It
Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
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Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
Try It
Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
Try It
Workspaces
List of available Workspaces
Trigger
Scheduled
Try It
- Email AddressRequired
  The email address of the user or customer you'll send a Bonjoro to (e.g. a new user in your CRM)
- First Name
  The first name of the user or customer (i.e. not your name)
- Last Name
  The last name of the user or customer (i.e. not your name)
- WorkspaceRequired
  The workspace in which the task will be created
- Message Template
  The message template to use for the created task
- Reason
  The reason why you're sending a Bonjoro (e.g. "New user in Intercom")
Action
Write

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.
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
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Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
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Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
Try It
Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
Try It
Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
Try It
Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
Try It
Message Templates
List of available Message Templates
Trigger
Scheduled
Try It

How NeonCRM + Bonjoro Integrations Work

Step 1: Authenticate NeonCRM and Bonjoro.
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 NeonCRM + Bonjoro

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)

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn more

Related categories

Customer Appreciation

Similar apps

BombBomb.com

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NeonCRM + Bonjoro Integrations

How to connect NeonCRM + Bonjoro

Connect your apps and automate workflows

New Account

New Donation

Create Account

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

Update Company 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

Link Individual Account to Company Account

Individual AccountRequired

Company AccountRequired

Primary Contact?Required

Find or Create Account

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