NeonCRM + Wootric by InMoment Integrations
How to connect NeonCRM + Wootric by InMoment
Zapier lets you send info between NeonCRM and Wootric by InMoment automatically—no code required.
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
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
If TRUE, the account is opted out of communications. Default is FALSE.
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.
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
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
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
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.
How NeonCRM + Wootric by InMoment Integrations Work
- Step 1: Authenticate NeonCRM and Wootric by InMoment.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.
Related categories
About Wootric by InMoment
Related categories
Similar apps
Delighted
Forms & Surveys
Nicereply
Forms & Surveys
AskNicely
Forms & SurveysGet started for free
You can't add more hours to the day. Zapier is the next best thing.