NeonCRM + ThankView

NeonCRM + ThankView integrations

Create new activities in NeonCRM from sent ThankViews in ThankView

Connect ThankView and NeonCRM with this streamlined workflow to make your customer relations more efficient. When you send a ThankView, an activity is directly created in NeonCRM, eliminating the need for manual data entry. This automated process saves time and ensures that important updates are recorded instantaneously in NeonCRM for smoother operations.

When this happens...
ThankView SentTriggers when a new ThankView is sent.
TriggerInstant
automatically do this!
Create ActivityCreates a new activity.
ActionWrite

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More things you can do with ThankView and NeonCRM

Discover other triggers and actions you can use with ThankView and NeonCRM

New Reply
Triggers when a new reply is created.
Trigger
Instant
Try It
ThankView Watched
Triggers when a ThankView is watched all the way through.
Trigger
Instant
Try It
- Select a Campaign
  Required
- Attach a Video
- Send Now
- Require Donor Id
  Required
Action
Write
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

- AccountType
  Required
- 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
Action
Write
- Account ID
  Required
- 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
Action
Write

- Individual Account
  Required
- Company Account
  Required
- Primary Contact?
  Required
- Current Employee?
  Required
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
- AccountType
  Required
- 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
Action
Search or write

- Select a Campaign
Trigger
Instant
Try It
Upload Video
Triggers when a new video is uploaded to ThankView.
Trigger
Instant
Try It
- Select a list
  Required
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- Subject
  Required
- Note
- Start Date
  Required
- Start Time
- End Date
- End Time
- Client Account ID
  Required
- System User ID
- Status
  Required
- Priority
  Required
Action
Write
- Account ID
  Required
- Amount (in USD)
  Required
- Donation Date/Time
  Required
- Status
  Required
- Campaign
- Fund
- Purpose
- Source
- Solicitation Method
- Send Acknowledgement Email
- Anonymous
  Required
- Tender Type
  Required
Action
Write
- Account ID
  Required
- 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
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About ThankView

ThankView is a donor management platform for creating and sharing personalized videos through email and text.

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier