NeonCRM + Pledge

Create accounts in NeonCRM when new fundraisers are created through Pledge

This integration will automatically create an account in NeonCRM when a fundraiser that benefits your organization has been created through Pledge. Prep your follow-up workflows without slowing down for manual updates.

When this happens...
New Fundraiser
Triggers when a new fundraiser is created.
TriggerInstant
automatically do this!
Create Account
Creates a new account.
ActionWrite

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Supported triggers and actions

Deleted Fundraiser
Triggers when a fundraiser is deleted.
Trigger
Instant
Try It
New Fundraiser
Triggers when a new fundraiser is created.
Trigger
Instant
Try It
Updated Donation
Triggers when a donation's donor name is updated.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Donation
Triggers when a new donation is created.
Trigger
Instant
Try It

- Account 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
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
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
Action
Write

- Individual AccountRequired
- Company AccountRequired
- Primary Contact?Required
- Current Employee?Required
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
- Account 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
Action
Search or write

New Donation
Triggers when a new donation is made.
Trigger
Instant
Try It
Refunded Donation
Triggers when a donation is refunded.
Trigger
Instant
Try It
Updated Fundraiser
Triggers when a fundraiser is updated.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- SubjectRequired
- Note
- Start DateRequired
- Start Time
- End Date
- End 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
- 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
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Pledge

Pledge is an award-winning fundraising platform that makes it easy for businesses, nonprofits and individuals to make a positive impact in their communities.

Related categories

Fundraising

Related Zap Templates

Create NeonCRM accounts for new Pledge donations

Add new Pledge donations to NeonCRM

NeonCRM + Pledge

Create accounts in NeonCRM when new fundraisers are created through Pledge

Supported triggers and actions

Deleted Fundraiser

New Fundraiser

Updated Donation

New Account

New Donation

Create Account

Update Company Account

Link Individual Account to Company Account

Find or Create Account

New Donation

Refunded Donation

Updated Fundraiser

New Activity

Create Activity

Create Donation

Update Individual Account

Find Account

About NeonCRM

Related categories

Similar apps

Zapier Interfaces

About Pledge

Related categories

Related Zap Templates

Related Zap Templates