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NeonCRM + Wootric by InMoment Integrations

How to connect NeonCRM + Wootric by InMoment

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Supported triggers and actions

What does this mean?
    • 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

How NeonCRM + Wootric by InMoment Integrations Work

  1. Step 1: Authenticate NeonCRM and Wootric by InMoment.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
neoncrm logo
neoncrm logo

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)
wootric logo
wootric logo

About Wootric by InMoment

Wootric by InMoment collects and manages customer feedback using proven CX metrics (Net Promoter Score® (NPS), CSAT, and Customer Effort Score (CES). Survey in-app, via mobile, email & SMS, track ongoing results, follow up with customers, and quickly surface insights in an easy-to-use dashboard.
Learn more

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