Connect NeonCRM to Square and automate any workflow

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

An action is what takes place after the automation is triggered. For example, with Square, the action could be "Add Customer to Group."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected NeonCRM to Square

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

Connect NeonCRM and Square 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 NeonCRM and Square 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.

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

Automate Square: get inspired 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.
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    About Square
    Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
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