Briefing before a visit
Sarah Chen, major gifts officer at Acme Foundation, asked what a donor had given before meeting them. Memtro read the account's donations with their campaigns and funds, and named the membership level and its end date.
Neon CRM + Memtro
How much has this donor given, and to which campaigns?
Neon CRM holds your supporters and their giving, and Memtro reads it for your fundraising team. It reads accounts with membership status and source, and an account's donations, memberships, pledges and event registrations. It runs report-style searches of accounts, donations, activities and events, and reads events, campaigns, funds and other lookups. When asked and granted, it can update accounts, link contacts to companies, manage activities, create campaigns, delete donations, and refund or cancel payments. Neon can tell Memtro when a donation or account changes, and a job can start on it. Next Gen events are not in the API.
In Memtro
What you can do with Neon CRM in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Neon CRM tool, reads what it needs, and answers with the source cited.
What it does
- 01Reads accounts with membership status and source, and an account's donations, memberships, pledges and event registrations.
- 02Runs report-style searches of accounts, donations, activities and events, and reads donations with campaign, fund and purpose.
- 03Reads events with dates and capacity, and campaigns, funds, purposes, statuses and staff users.
- 04When asked and granted, updates an account, links or unlinks a contact and a company, and creates, updates or deletes activities. Neon emails nobody.
- 05When asked and granted, creates a campaign, deletes a donation record, or refunds a Neon Pay payment, which moves money back to the payer.
- 06With events on, a new donation, a new membership or an updated account in Neon CRM can start a job.
Acts when asked
When you ask it to
These tools change something in Neon CRM. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Update an account's name, title, department, email or no-solicitation flag
- 02Link an individual's contact to a company account
- 03Unlink an individual's contact from a company account
- 04Create an activity (task, call or meeting) on accounts
- 05Update an activity
- 06Delete an activity
- 07Create a fundraising campaign
- 08Delete a donation permanently
- 09Refund a Neon Pay payment or cancel an offline payment
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Neon CRM, choosing the same kinds; the tab shows Neon CRM's own steps. Each event can start a job, with the event as its input. Neon CRM sends a secret with every delivery, and one without it is refused.
Events and webhooks- 01An account was created
- 02An account was updated
- 03An account was deleted
- 04Accounts were merged
- 05A donation was created
- 06A donation was updated
- 07A donation was deleted
- 08A membership was created
- 09A membership was updated
- 10A membership was deleted
- 11An activity was created
- 12An activity was updated
- 13An activity was deleted
- 14An event registration was created
- 15An event registration was updated
- 16An event registration was deleted
- 17A store order was created
- 18A store order was updated
- 19A store order was deleted
In practice
Ask it like you would a colleague
Once Neon CRM is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Neon CRM + Memtro
How much has Northwind Trust given us this year?
Which donations over 500 came in since January?
Which memberships end next month?
Who has registered for the spring gala?
Log a call with Maya Okafor about her pledge.
Thanking new donors
When Neon CRM told Memtro a donation was created, a job started for Tom Reilly, the supporter care lead. It read the donation's amount and campaign, and, as granted, created a thank-you call activity assigned to him.
Teams
Where it fits
The teams that lean on Neon CRM most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Neon CRM is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commerceNeon CRM with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceNeon CRM with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceNeon CRM with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportNeon CRM with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportNeon CRM with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportNeon CRM with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatNeon CRM with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatNeon CRM with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatNeon CRM with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Pipeline CRM
Keap
Setup
How to connect
Connect withOrg ID and API key, plus instance
- 1
In Neon CRM, copy the Organization ID from Settings, Organization Profile. Then in User Management open a dedicated user, turn on API Access and copy its key.
- 2
In Memtro, open Connections → Neon CRM and enter the Org ID and API key. Set Instance to trial only for a free-trial account.
- 3
The key has that user's permissions, so an administrator grants the account, activity and payment actions by name. Events are turned on from the connection's Events tab, then each webhook is added in Neon's Global Settings.
- 4
Ask how much a donor has given this year.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Neon CRM tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Neon CRM?+
Only when you ask, and only what it has been granted: update an account's name, title, department, email or no-solicitation flag; link an individual's contact to a company account; unlink an individual's contact from a company account; create an activity (task, call or meeting) on accounts; update an activity; delete an activity; create a fundraising campaign; delete a donation permanently; refund a Neon Pay payment or cancel an offline payment. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Neon CRM connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Neon CRM data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Neon CRM?+
Org ID and API key, plus instance. In Neon CRM, copy the Organization ID from Settings, Organization Profile. Then in User Management open a dedicated user, turn on API Access and copy its key.
Can Neon CRM start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Neon CRM, choosing the same kinds; the tab shows Neon CRM's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Neon CRM in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.