NeonCRM
With NeonCRM modules in Make, you can:
watch, create, update, retrieve, search, and delete activities
watch and create new donations
watch new accounts
create, update, and link individual accounts
link individual accounts to organizations
call APIs
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.
Log in to your NeonCRM account.
Click Settings icon > Organization Profile and copy the Organization ID to a safe place.
Click Settings icon > User Management > (...) > Copy the API Key. Save the copied API key to a safe place.
Log in to your Make account, insert a NeonCRM module in your scenario, and click the Add button next to the Connection field.
Optional: In the Connection name field, enter a name for the connection.
In the Organization ID field, enter the value copied in Step 2.
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.
Triggers when a new activity is created.
Creates a new activity.
Updates the selected activity.
Returns information about the selected activity.
Searches for user's activities or lists them all.
Deletes the selected activity.
Donations
You can watch and create new donations using the following modules.
Triggers when a new donation is created.
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.
Triggers when a new account is created.
Creates a new individual account.
Updates the selected individual account.
Links an individual account to an organization account.
Other
You can call APIs using the following module.
Performs an arbitrary authorized API call.
Note
For the list of available endpoints, refer to the NeonCRM API documentation.