1.Looks up participation and trip
Integrate Airtable and CRM linking data to look up related participation and trip records based on the new payment row.
Create donation and trip participation records from payments
Automatically monitor new records in Airtable payments views across Airtable and NeonCRM. Create donation and trip participation records, update the payment row with CRM links, and send onboarding email to volunteers when payments are marked received or linked records changeβso you can reduce manual receipt tracking, prevent missed onboarding, and keep donation records accurate without manual reporting.
How this automation creates donation records from payments
When received payments are added without matched CRM records, donations and participation details can lag and onboarding gets delayed. This automation looks up related participation and trip data, creates NeonCRM records and writes links back to Airtable, then sends onboarding emailβso your team can issue receipts correctly.
Airtableor swap with your favorite app
2.Normalizes mapped donation fields
Integrate Code by Zapier and data formatting to normalize dates, map values to CRM IDs, and calculate donation and portal amounts.
Code by Zapieror swap with your favorite app
3.Creates participation and donation
Integrate NeonCRM and nonprofit records to create a Trip Participation object and a Donation record from the mapped fields.
NeonCRMor swap with your favorite app
4.Updates payment row with CRM links
Integrate Airtable and CRM record linking to write back the CRM participation ID and the donation detail link.
5.Sends onboarding email to volunteer
Integrate Microsoft Outlook and email templates to send a templated onboarding message with trip and agreement links.
Microsoft Outlookor swap with your favorite app
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