NeonCRM
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NeonCRM

With NeonCRM modules in {{Make}}, you can:

To get started with NeonCRM, create an account at neoncrm.com.

Connect NeonCRM to {{Make}}

To connect to NeonCRM with {{Make}}, you need to obtain Organization ID and API key from your account and insert them into the module scenario.

  1. Log in to your NeonCRM account.

  2. Click Settings icon > Organization Profile and copy the Organization ID to a safe place.

    neoncrm-3.png

  3. Click Settings icon > User Management > (...) > Copy the API Key. Save the copied API key to a safe place.

    neoncrm-2.png

  4. Log in to your {{Make}} account, insert a NeonCRM module in your scenario, and click the Add button next to the Connection field.

    Neoncrm-1.png

  5. Optional: In the Connection name field, enter a name for the connection.

  6. In the Organization ID field, enter the value copied in Step 2.

  7. In the API Key field, enter the value copied in Step 3, and click Save.

You have successfully established the connection. You can now edit your scenario and add more NeonCRM modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Activities

You can watch, create, update, retrieve, search, and delete activities using the following modules.

Watch New Activity

Triggers when a new activity is created.

Create an Activity

Creates a new activity.

Update an Activity

Updates the selected activity.

Get an Activity

Returns information about the selected activity.

Search Activity

Searches for user's activities or lists them all.

Delete an Activity

Deletes the selected activity.

Donations

You can watch and create new donations using the following modules.

Watch New Donation

Triggers when a new donation is created.

Create a Donation

Creates a new donation.

Accounts

You can watch new accounts, create, update, and link individual accounts, link individual accounts to organizations using the following modules.

Watch New Account

Triggers when a new account is created.

Create an Individual Account

Creates a new individual account.

Update an Individual Account

Updates the selected individual account.

Link Individual Account to Organization Account

Links an individual account to an organization account.

Other

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

[Note] Note

For the list of available endpoints, refer to the NeonCRM API documentation.
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