Pledge integration with NeonCRM
How to Create accounts in NeonCRM when new fundraisers are created through Pledge
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create accounts in NeonCRM when new fundraisers are created through Pledge" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate NeonCRM integrations
NeonCRM actions
Nekton can use any feature that is available in NeonCRM API.
Using our advanced AI, you can easily create custom automations for NeonCRM.
Here are some typical actions you can do in your automated workflows.
Create Account
Creates a new account.
Update Company Account
Update a company account
Link Individual Account to Company Account
Link an individual account to a company account
Find or Create Account
Finds an account by a few fields.
Create Activity
Creates a new activity.
Create Donation
Creates a new donation.
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.