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NeonCRM - Create PDF, Word, Excel Documents
NeonCRM connects with Documentero to turn nonprofit data into ready-to-use documents. When new accounts, activities, or donations are logged in NeonCRM, Documentero can generate customized files such as donation receipts, membership letters, or activity reports. This integration helps nonprofits quickly produce professional documents without manual formatting. It works through API, Make, or Zapier for flexible setup options.
NeonCRM
Documentero
Triggers
Watch New Account — Triggers when a new account is created.
Watch New Activity — Triggers when a new activity is created.
Watch New Donation — Triggers when a new donation is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from NeonCRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from NeonCRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate donation acknowledgment letters from NeonCRM data
Create PDF membership certificates for new NeonCRM accounts
Export NeonCRM activity logs into formatted Excel reports
Generate end-of-year giving summaries for donors from NeonCRM
Produce customized volunteer thank-you letters from NeonCRM activities
Automatically create grant application attachments using NeonCRM data
Generate monthly fundraising reports from NeonCRM donations
Produce personalized sponsorship agreements from NeonCRM accounts
Create printable event participation certificates from NeonCRM activities
Export NeonCRM donor records into ready-to-share PDF profiles
How you can use NeonCRM + Documentero
Donation Receipt Generation
Automatically create PDF donation receipts in Documentero whenever a new donation is recorded in NeonCRM.
Welcome Letters for New Accounts
Generate a personalized welcome letter in .docx format each time a new account is added in NeonCRM.
Activity Reports
Produce detailed activity reports in Excel when new activities are created in NeonCRM.
Membership Renewal Notices
Send out pre-formatted renewal notices by generating documents based on NeonCRM account data.
Board Meeting Summaries
Create board-ready PDF summaries that pull recent donation and activity data from NeonCRM.
Setup Guides
Zapier Tutorial: Integrate NeonCRM with Documentero
- Create a new Zap in Zapier.
- Add NeonCRM to the zap and choose one of the triggers (Watch New Account, Watch New Activity, Watch New Donation). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the NeonCRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate NeonCRM with Documentero
- Create a new scenario in Make.
- Add NeonCRM to the scenario and choose one of the triggers (Watch New Account, Watch New Activity, Watch New Donation). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the NeonCRM trigger.
- Run or schedule your scenario and verify the output.
