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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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.

You’re connected!

Zapier seamlessly connects NeonCRM and Square, automating your workflow.

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.

New Account
Triggers when a new account is created.
Trigger
Instant
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New Donation
Triggers when a new donation is created.
Trigger
Instant
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- 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
- Do Not Contact
- 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
- Individual Account
  Required
- Company Account
  Required
- Primary Contact?
  Required
- Current Employee?
  Required
Action
Write

- First Name
- Last Name
- Company Name
- Account ID
- Email
- 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
Search or write
- Item Type
Trigger
Polling
Try It

- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- 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
- Do Not Contact
- 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
- First Name
- Last Name
- Company Name
- Account ID
- Email
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

For AI agents & developers

Use NeonCRM and Square with AI agents and code

Beyond Zap workflows. Call NeonCRM and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose NeonCRM and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Activity
Add Customer to Group

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger NeonCRM and Square actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* neoncrm / square action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

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

Try it

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

Try it

Learn how to automate Square on the Zapier blog

Make work flow with AI

Level up your NeonCRM to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Payment Processing

Similar apps

PayPal

Payment Processing

Shopify

eCommerce

Epos Now

Payment Processing

Connect NeonCRM and Square to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use NeonCRM and Square with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use NeonCRM and Square

Track new campaigns from Square in NeonCRM.

Create NeonCRM accounts for new orders.

Learn how to automate Square on the Zapier blog

6 ways to integrate Square with your business apps

Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

Make work flow with AI

Frequently Asked Questions about NeonCRM + Square integrations

Connect NeonCRM to Square on the world's largest no-code automation platform