Create integrations between Pointerpro and NeonCRM to automate any workflow
WHEN THIS HAPPENS
New Survey ResponseAUTOMATICALLY DO THIS
Update Individual AccountEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
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.
SurveyRequired
Try ItNew Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount 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
First NameRequired
Last NameRequired
EmailRequired
Personal ID
Do Not Mail
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired