NeonCRM + Square Integrations
How to connect NeonCRM + Square
Zapier lets you send info between NeonCRM and Square automatically—no code required.
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New AccountTriggers when a new account is created.Trigger- New ActivityTriggers when a new activity is created.Trigger
- New DonationTriggers when a new donation is created.Trigger
- Create Individual AccountCreates a new individual account.Action
- Create ActivityAdd an activity to an account.Action
- Create DonationCreates a new donation.Action
- Create Organization AccountCreates a new organization account.Action
- Update Individual AccountUpdates an individual account.Action
- NeonCRM
Updates an organization account.
Scheduled
Action
- NeonCRM
Links an individual account to an organization account.
Scheduled
Action
- NeonCRM
Finds an existing account.
Scheduled
Action
- Square
Triggers when a new customer is created.
Scheduled
Trigger
- Square
Triggers when a new order is processed.
Scheduled
Trigger
- Square
Creates a customer.
Scheduled
Action
How NeonCRM + Square Integrations Work
- Step 1: Authenticate NeonCRM and Square.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.
Square Tutorials
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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