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NeonCRM
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NeonCRM
1. Choose trigger event
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Square
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Square
2. Choose action
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1. Select the event
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NeonCRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from NeonCRM.

Add your action

An action happens after the trigger—such as "Add Customer to Group" in Square.

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Zapier seamlessly connects NeonCRM and Square, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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

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Frequently Asked Questions about NeonCRM + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with NeonCRM and Square

How do I integrate NeonCRM with Square?

To integrate NeonCRM with Square, you can utilize our automation platform to connect the two applications. By setting up triggers and corresponding actions, you can automate workflows such as creating new transactions in Square when donations are recorded in NeonCRM.

What triggers are available for integrating NeonCRM with Square?

When integrating NeonCRM with Square, you can set triggers like a new donation received or a campaign updated in NeonCRM. These triggers can initiate actions in Square such as logging a transaction.

What actions can be performed in Square through the integration?

Through the integration, actions that can be automated in Square include creating a sale when a donation is received in NeonCRM and updating customer details based on membership updates.

Is it possible to sync customer data between NeonCRM and Square?

Yes, syncing customer data between NeonCRM and Square is feasible. You can set up an automation where updating contact information in NeonCRM automatically updates corresponding customer details in Square.

Can we track fundraising events from NeonCRM into our sales system on Square?

Indeed, you can track fundraising events by setting up a trigger for event registration completed in NeonCRM that then creates or updates related sales entries within your Square account.

Do I need any technical skills to integrate these apps?

You don't necessarily need technical skills to integrate these apps. Our platform provides user-friendly interfaces where you can select triggers and actions from lists without any coding knowledge required.

How often does data sync between NeonCRM and Square after setting up the integration?

Data synchronization frequency depends on how you configure your workflows. Typically, it occurs instantly or as per schedule settings defined during the setup process of your triggers and actions.

Practical ways you can use NeonCRM and Square

Track new campaigns from Square in NeonCRM.

Each time a new campaign is launched in Square, Zapier creates a corresponding campaign in NeonCRM. This ensures marketing teams maintain synchronized records across platforms for campaign tracking and donor outreach.

Marketing & Marketing Ops
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Create NeonCRM accounts for new orders.

When a new order comes in via Square, Zapier ensures that a corresponding account is created in NeonCRM. This helps project managers centralize order and account details in one platform, reducing time spent on manual entry while improving accuracy.

Project Management

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
    • 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
    • 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 Square 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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