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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate NeonCRM with Zapier Chrome extension - no code necessary. See how you can get setup in minutes.
Select a trigger from NeonCRM
A trigger is an event that starts your Zap and runs the workflow. For example, with NeonCRM, a trigger could be "New Account."
Setup an action from Zapier Chrome extension
An action is what takes place after the automation is triggered. For example, with Zapier Chrome extension, the action could be "Reply to Chrome."
That’s it! You just connected NeonCRM to Zapier Chrome extension
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerInstant - New Donation
Triggers when a new donation is created.
Try ItTriggerInstant - AccountTypeRequired
- Middle Name
- Preferred Name
- Suffix
- Salutation
- Title
- Department
- Deceased
- Email 1
- Email 2
- Email 3
- Gender
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
- Address Type
- Fax Number
- Fax Type
- Phone 1
- Phone 1 Type
- Phone 2
- Phone 2 Type
- Phone 3
- Phone 3 Type
- URL
- Source
- Send System Email
- No Solicitation
ActionWrite- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- No Solicitation
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
ActionWrite
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - SubjectRequired
- Note
- Start DateRequired
- Start Time
- End Date
- End Time
- Client Account IDRequired
- System User ID
- StatusRequired
- PriorityRequired
ActionWrite- Account IDRequired
- Amount (in USD)Required
- Donation Date/TimeRequired
- StatusRequired
- Campaign
- Fund
- Purpose
- Source
- Solicitation Method
- Send Acknowledgement Email
- AnonymousRequired
- Tender TypeRequired
ActionWrite- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- No Solicitation
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
ActionWrite
Related categories
Related categories