Loading

Neos + NeonCRM Integrations

How to connect Neos + NeonCRM

Zapier lets you send info between Neos and NeonCRM automatically—no code required.

When this happens...
automatically do this!

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?
  • Neos triggers, actions, and search
    Create Intake
    Creates Lead by Email
    Action
    Write
  • NeonCRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Instant
  • NeonCRM triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Instant
  • NeonCRM triggers, actions, and search
    New Donation
    Triggers when a new donation is created.
    Trigger
    Instant
  • NeonCRM triggers, actions, and search
    Create Activity
    Creates a new activity.
    Action
    Write
  • NeonCRM triggers, actions, and search
    Create Account
    Creates a new account.
    Action
    Write
  • NeonCRM triggers, actions, and search
    Create Donation
    Creates a new donation.
    Action
    Write
  • NeonCRM triggers, actions, and search
    Update Company Account
    Update a company account
    Action
    Write
  • NeonCRM

    Update an individual account

    Scheduled

    Action

  • NeonCRM

    Finds an account by a few fields.

    Scheduled

    Action

  • NeonCRM

    Finds an account by a few fields.

    Scheduled

    Action

How Neos + NeonCRM Integrations Work

  1. Step 1: Authenticate Neos and NeonCRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
neos logo
neos logo

About Neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

Related categories

  • CRM (Customer Relationship Management)
neoncrm logo
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.

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.