Jotform + NeonCRM

Create NeonCRM accounts from new Jotform submissions

Easily keep track of new submissions from Jotform by creating corresponding accounts in NeonCRM with this seamless workflow. When a user submits a form on Jotform, an account will be instantly created in NeonCRM, ensuring your data stays organized and up-to-date. This efficient process saves you time and effort, so you can focus on building better relationships with your clients and members.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Account
Creates a new account.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Donation
Triggers when a new donation is created.
Trigger
Instant
Try It

- Account TypeRequired
- 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
Action
Write
- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- Do Not Contact
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
Action
Write

- Individual AccountRequired
- Company AccountRequired
- Primary Contact?Required
- Current Employee?Required
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
- Account TypeRequired
- 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
Action
Search or write

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- SubjectRequired
- Note
- Start DateRequired
- Start Time
- End Date
- End Time
- Client Account IDRequired
- System User ID
- StatusRequired
- PriorityRequired
Action
Write
- Account IDRequired
- Amount (in USD)Required
- Donation Date/TimeRequired
- StatusRequired
- Campaign
- Fund
- Purpose
- Source
- Solicitation Method
- Send Acknowledgement Email
- AnonymousRequired
- Tender TypeRequired
Action
Write
- Account IDRequired
- Middle Name
- Preferred Name
- Salutation
- Title
- Department
- Email 1
- Fax Number
- Phone 1
- Phone 2
- Phone 3
- Source
- Send System Email
- Do Not Contact
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- County
- State/Province
- Territory
- Zip Code
- Zip Code Suffix
- Country
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

About NeonCRM

Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Jotform + NeonCRM

Create NeonCRM accounts from new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Account

New Donation

Create Account

Account TypeRequired

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

Update Company Account

Account IDRequired

Middle Name

Preferred Name

Salutation

Title

Department

Email 1

Fax Number

Phone 1

Phone 2

Phone 3

Source

Send System Email

Do Not Contact

Address Line 1

Address Line 2

Address Line 3

Address Line 4

City

County

State/Province

Territory

Zip Code

Zip Code Suffix

Country

Link Individual Account to Company Account

Individual AccountRequired