1.Receives donor submission
Integrate Harness, fundraising intake forms, and payload routing to receive donor submission and pass the payload onward.
Create donor records in CRM from new donors
Automatically receive new donor events across Harness and enrich records in NeonCRM. Create donor records when donor submissions land, identify existing constituents or create new accounts and populate contact detailsβso you can avoid manual data entry.
How this automation creates donor records in your CRM
When new donor events arrive, slow handoffs can leave constituent profiles incomplete and delay welcome and stewardship. This automation receives donor submissions, finds matching constituents, and creates donor accounts in NeonCRMβso your team can act faster.
Harnessor swap with your favorite app
2.Finds constituent by email
Integrate NeonCRM and CRM lookup workflows to search by donor email and return the matched constituent record.
NeonCRMor swap with your favorite app
3.Creates donor account
Integrate NeonCRM and contact mapping to create an account, map donor fields, and set account type to individual when needed.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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