NeonCRM + Shopify Integrations

How to connect NeonCRM + Shopify

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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
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It

New Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Trigger
Scheduled
Try It
New Order
Triggers when a new purchase is made (only open orders) (with line item support).
Trigger
Scheduled
Try It
New Product
Triggers when a new product is added to your Shopify store.
Trigger
Scheduled
Try It
- Payment Status
  What payment status will trigger this Zap?
- Order Status
  What order status will trigger this Zap?
- Fulfillment Status
  What fulfillment status will trigger this Zap?
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
  E.g. "KY" or "MI"
- Country
  Country is required if the other address fields are filled.
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
  Defaults to "no".
- Tax Exempt
  If "Yes", taxes won't be applied at checkout for this customer.
- Send E-Mail Invite
Action
Write
- Email
  An email for your customer.
- Product
  Only used if you select a product variant below.
- Product Variant
  Requires a Product chosen above. If you choose a variant, you can still fill in the Product Title and the Product Price to override the regular values.
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
  To use this, please also enter a value in the "Discount - Amount" field.
- Discount - Amount
  The "Discount - Type" field determines how this value is used. For a fixed amount, enter 5.00 to discount $5.00. For a percentage, enter .25 to discount 25%.
- Discount - Code
  Defaults to "Custom discount". For the discount to be applied, you must also enter values for Discount Type and Amount.
- Additional Details
  Extra metadata about the order, defined as key/value pairs. For example, Favorite color: Blue.
- Tags
- Location
- Send Receipt
  Should an order confirmation be sent to the customer?
- Send Fulfillment Receipt
  Should a fulfillment confirmation be sent to the customer?
- Inventory Behaviour
  How do you want your inventory to update with this order? Default is "Bypass".
- Financial Status
- Fulfillment Status
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
- Source Name
  Where the order originated.
Action
Write
- ProductRequired
  Product to add this variant to.
- TitleRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
  What should Shopify do when inventory is exhausted: deny sales or continue selling?
Action
Write
- ProductRequired
- Title
- Product Type
- Vendor
- Product Description
  Can use html elements.
- Tags
  Comma Separated list of tags. Will replace existing.
- Price
  Creates a single product variation in Shopify and assigns the price to this variation.
- Images
  URL of one or more images to use for this product.
- SKU
- Is Published?
  Defaults to yes.
- Publish to Point of Sale
  Defaults to yes.
Action
Write
- Name
- Email
Action
Search
- ProductRequired
  Product to choose the variant for.
- Product Variant TitleRequired
Action
Search
- Product TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
  Can use html elements.
- Tags
  Comma Separated list of tags.
- Published At
  The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
- Price
  Creates a single product variation in Shopify and assigns the price to this variation.
- Inventory Policy
  What should Shopify do when inventory is exhausted: deny sales or continue selling?
- Image URL
  URL of an image to use for this new product.
- More Image URLs
- SKU
- Is Published?
  Defaults to yes.
- Publish to Point of Sale
  Defaults to yes.
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
- BlogRequired
Trigger
Scheduled
Try It
- Abandoned Cart Age (Hours)Required
  How many hours old must abandoned carts be to trigger this Zap?
Trigger
Scheduled
Try It
- Payment Status
  What payment status will trigger this Zap?
- Order Status
  What order status will trigger this Zap? (Use the different trigger if you want cancelled orders!)
- Fulfillment Status
  What fulfillment status will trigger this Zap?
Trigger
Scheduled
Try It
New Order (Any Status)
Triggers when a new purchase is made (of any order status).
Trigger
Scheduled
Try It
Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
  Supports HTML.
- Featured Image URL
- Excerpt/Summary
  Supports HTML.
- Tags
- Is Published?
  Defaults to yes.
Action
Write
- LocationRequired
- ProductRequired
- Product VariantRequired
- Adjust Quantity By
  You can use positive or negative numbers, like 4 or -3. The number you enter will be added to or subtracted from the current quantity.
- Set Quantity To
  You can use positive or negative numbers, like 4 or -3. The quantity will be set to the number you enter.
Action
Write
- TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
  Can use html elements.
- Tags
  Comma Separated list of tags.
- Published At
  The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
- Price
  Creates a single product variation in Shopify and assigns the price to this variation.
- Inventory Policy
  What should Shopify do when inventory is exhausted: deny sales or continue selling?
- Image URL
  URL of an image to use for this new product.
- More Image URLs
- SKU
- Is Published?
  Defaults to yes.
- Publish to Point of Sale
  Defaults to yes.
Action
Write
- CustomerRequired
  The customer to update.
- First Name
- Last Name
- Email Address
- Tags
  Setting any tags here will replace all existing tags for this customer.
- Phone Number
- Note
- Tax Exempt
  If "Yes", taxes won't be applied at checkout for this customer.
- Accepts Marketing
Action
Write
- ProductRequired
- Product VariantRequired
- Title
- Price
- Compare at Price
- SKU
Action
Write
- Product TitleRequired
Action
Search
- Name
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
  E.g. "KY" or "MI"
- Country
  Country is required if the other address fields are filled.
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
  Defaults to "no".
- Tax Exempt
  If "Yes", taxes won't be applied at checkout for this customer.
- Send E-Mail Invite
Action
Search or write
- ProductRequired
  Product to add this variant to.
- TitleRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
  What should Shopify do when inventory is exhausted: deny sales or continue selling?
Action
Search or write

How NeonCRM + Shopify Integrations Work

Step 1: Authenticate NeonCRM and Shopify.
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 + Shopify

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 Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn more

Related categories

eCommerce

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NeonCRM + Shopify Integrations

How to connect NeonCRM + Shopify

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