AddressZen + NeonCRM
Verify new NeonCRM donations using AddressZen for us address validation
Stay ahead with this efficient workflow! Whenever a new donation is received in NeonCRM, it ensures the US address provided is verified via AddressZen. This seamless transfer of information not only reduces the chance of error but also guarantees the correct address in one smooth operation. A perfect solution for nonprofits seeking to streamline their donation management and foster increased reliability.
Stay ahead with this efficient workflow! Whenever a new donation is received in NeonCRM, it ensures the US address provided is verified via AddressZen. This seamless transfer of information not only reduces the chance of error but also guarantees the correct address in one smooth operation. A perfect solution for nonprofits seeking to streamline their donation management and foster increased reliability.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Freeform US Address Verification
Verify (CASS) and correct a US address using a single address line. Include the city, state, and zip code into the query.
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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
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
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End 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
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
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
