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Integrate NeonCRM with Coassemble to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate NeonCRM with Coassemble - 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."
A trigger is the event that kicks off your automated workflow.

Setup an action from Coassemble

An action is what takes place after the automation is triggered. For example, with Coassemble, the action could be "Enroll Multiple Users."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected NeonCRM to Coassemble

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your NeonCRM to Coassemble integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect NeonCRM and Coassemble to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect NeonCRM and Coassemble to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

  • NeonCRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Instant
    Try It
  • NeonCRM triggers, actions, and search
    New Donation

    Triggers when a new donation is created.

    Trigger
    Instant
    Try It
    • AccountType
      Required
    • 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 ID
      Required
    • 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
    Action
    Write
  • NeonCRM triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Note
    • Start Date
      Required
    • Start Time
    • End Date
    • End Time
    • Client Account ID
      Required
    • System User ID
    • Status
      Required
    • Priority
      Required
    Action
    Write
    • Account ID
      Required
    • Amount (in USD)
      Required
    • Donation Date/Time
      Required
    • Status
      Required
    • Campaign
    • Fund
    • Purpose
    • Source
    • Solicitation Method
    • Send Acknowledgement Email
    • Anonymous
      Required
    • Tender Type
      Required
    Action
    Write
    • Account ID
      Required
    • 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
    Action
    Write

Learn how to automate NeonCRM on the Zapier blog

Learn how to automate Coassemble on the Zapier blog

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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
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    About Coassemble
    Coassemble is a friendly yet powerful cloud-based platform that simplifies all aspects of online training.
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