NeonCRM + Airtable Integrations

How to connect NeonCRM + Airtable

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Supported triggers and actions

What does this mean?

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
  If TRUE, the account is opted out of communications. Default is FALSE.
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
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Write
- Individual AccountRequired
  The account ID of the Individual to be linked.
- Company AccountRequired
- Primary Contact?Required
  Is this individual the primary contact of the company?
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
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Search or write
- BaseRequired
- TableRequired
- Help Text
  You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.
- Which timestamp field should this Zap use to check for updates?Required
  When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.
- Limit to View
  Filter on updates to a specific View in your Table.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It

- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  Limit the search to a specific view. Useful for sorting results.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Action
Search or write

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- SubjectRequired
- Note
- Start DateRequired
  Please input '2022-04-18' format date
- Start Time
  Please input '9:30 AM' or '9:30 PM' format time
- End Date
  Please input '2022-04-18' format date
- End Time
  Please input '9:30 AM' or '9:30 PM' format 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
  Whether to send the default donation acknowledgement email to the donor for this donation.
- 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
  If TRUE, the account is opted out of communications. Default is FALSE.
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search
- BaseRequired
- TableRequired
- Limit to View
  (Optional) Limit to records added to a specific View, and return records in the View order.
- Include file contents?
  Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Trigger
Scheduled
Try It
- BaseRequired
  Base in which to create the record.
- TableRequired
Action
Write
- BaseRequired
  Pick the Airtable base containing the records you wish to update.
- TableRequired
  Pick the Airtable table containing the records you wish to update.
- RecordRequired
  Pick the Airtable record that you wish to update.
Action
Write
- BaseRequired
  Base to search for a record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search
- BaseRequired
  Base in which to create the record.
- TableRequired
  Pick an Airtable table that you want to search.
- Search by Field
  Pick a field from the base to match against the search value.
- Search Value
  The value of unique identifier for the record.
- Search Formula
  (ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
- Limit to View
  You can optionally limit the search to a specific view id.
Action
Search or write

How NeonCRM + Airtable Integrations Work

Step 1: Authenticate NeonCRM and Airtable.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect NeonCRM + Airtable

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

Related categories

CRM (Customer Relationship Management)

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

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NeonCRM + Airtable Integrations

How to connect NeonCRM + Airtable

Connect your apps and automate workflows

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

Link Individual Account to Company Account

Individual AccountRequired

Company AccountRequired

Primary Contact?Required

Find or Create Account

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