Integrate NeonCRM with Cognito Forms to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate NeonCRM with Cognito Forms - 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 Cognito Forms
An action is what takes place after the automation is triggered. For example, with Cognito Forms, the action could be "Create Entry."
That’s it! You just connected NeonCRM to Cognito Forms
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Set up your first integration
Quickly connect NeonCRM to Cognito Forms with a Zapier template.
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Choose a Trigger
Start here
Start here
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.
- New Account
Triggers when a new account is created.
Try It - New Donation
Triggers when a new donation is created.
Try It - 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
- 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
- New Activity
Triggers when a new activity is created.
Try It - SubjectRequired
- Note
- Start DateRequired
- Start Time
- End Date
- End Time
- Client Account IDRequired
- System User ID
- StatusRequired
- PriorityRequired
- Account IDRequired
- Amount (in USD)Required
- Donation Date/TimeRequired
- StatusRequired
- Campaign
- Fund
- Purpose
- Source
- Solicitation Method
- Send Acknowledgement Email
- AnonymousRequired
- Tender TypeRequired
- 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
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