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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect NeonCRM and Formstack 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.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 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.

    • 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
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neoncrm logo

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.
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  • CRM (Customer Relationship Management)

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About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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