Integrate NeonCRM with Retently

Trigger NPS/CSAT surveys after significant donor interactions or events, sync donor profiles and contact information between NeonCRM and Retently, and use survey feedback to enhance donor engagement strategies.

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About NeonCRM

Neon is a CRM designed for nonprofit organizations, providing tools for account management and donation tracking.

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NeonCRM to Retently

1

New Account

Triggers when a new account is created.
2

New Donation

Triggers when a new donation is created.
3

New Activity

Triggers when a new activity is created.
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Retently to NeonCRM

1

Create Account

Creates a new account.
2

Update Company Account

Updates a company account.
3

Link Individual Account to Company Account

Links an individual account to a company account.
4

Find or Create Account

Finds or creates an account based on several fields.
5

Create Activity

Creates a new activity.
6

Create Donation

Creates a new donation.
7

Update Individual Account

Updates an individual account.
8

Find Account

Finds an account based on several fields.

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