NeonCRM

neoncrm is a nonprofit management platform offering tools for managing contacts, donations, memberships, and events integrating neoncrm with make com lets users automate donor management, synchronize contact data, and streamline event registrations between neoncrm and other business tools this is ai generated content based on official neoncrm documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //support neonone com/hc/en us/articles/4410153569549 how do i contact neon crm customer support directly requirements to use the neoncrm app in make, you must have an active neoncrm account and a unique api key, https //neonone com/products/neoncrm for subscription, refer to the https //neonone com/products/neoncrm connect neoncrm and {{product name}} to get started, you must first create a connection between neoncrm and {{product name}} , allowing the two services to communicate obtain your api key in your neoncrm account create the connection in make obtain your api key in your neoncrm account before you create the connection in {{product name}} , you should first obtain your api key in your neoncrm account to obtain your api key navigate to the settings cog in the main navigation menu navigate to organization profile and billing scroll to the database information section copy the organization id displayed in this section navigate to the settings cog in the main navigation menu navigate to user management click new user type a name for the user to distinguish as api use, such as api user enable the api access toggle for this user account copy the api key displayed after enabling api access click create user to complete the process you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer neoncrm com/api/getting started/api keys/ create the connection in {{product name}} https //www make com/en/register , add the neoncrm module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your neoncrm account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page neoncrm modules after connecting to the neoncrm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a donation creates a new donation record in your account create an activity creates a new activity record in your account create an individual account creates a new personal user account in the system delete an activity permanently removes the specified activity from your account get an activity retrieves detailed information about a specific activity you select link individual account to organization account connects a specific individual user account to a designated organization account, allowing them to be associated and managed together make an api call executes a custom api request to the connected service using your authorized credentials search activities searches for specific user activities or retrieves a complete list of all user activities update an activity updates the details of a specified activity update an individual account updates the details of a specified individual account watch new account triggers when a new user account is added to your system watch new activity triggers when a new activity is added to your account watch new donation triggers when a new donation record is added to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} neoncrm resources you can have access to more resources related to this app on the following links https //neonone com/products/neoncrm http //developer neoncrm com/api/ https //www make com/en/integrations/neoncrm