Connect monday.com and NeonCRM to unlock the power of automation
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Set up your first integration
Quickly connect monday.com to NeonCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate monday.com with NeonCRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.
Add your action
An action happens after the trigger—such as "Create Activity" in NeonCRM.
You’re connected!
Zapier seamlessly connects monday.com and NeonCRM, 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.
- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
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Practical ways you can use monday.com and NeonCRM
Track donations in project boards.
When a new donation is recorded in NeonCRM, Zapier automatically creates a corresponding item in a monday.com board. This workflow helps business owners monitor contributions faster and allocate resources effectively, ensuring no donations are missed.
Business Owner
Log CRM updates into task management.
When a new account is created in NeonCRM, Zapier triggers an update in monday.com column values of your designated IT task board. This ensures IT has the necessary info to process tech services for new clients, reducing response lags.
ITSync activities with task boards.
When a new activity is logged in NeonCRM, Zapier adds it as an item on your monday.com project board. This keeps project managers updated without manual tracking, saving time for high-priority tasks and boosting update accuracy.
Project ManagementLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about monday.com + NeonCRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and NeonCRM
How can I integrate monday.com with NeonCRM?
To integrate monday.com with NeonCRM, you can utilize tools like Zapier to create zaps—automated workflows linking triggers in one app to actions in another. For instance, when a new item is created in monday.com, it could automatically create a new contact or update an existing contact in NeonCRM.
What triggers are supported for monday.com in the integration?
In the integration between monday.com and NeonCRM, monday.com supports several triggers such as when an item is created, when a column value changes, or when an update is posted on an item.
What are some common actions available for NeonCRM in this integration?
When integrating with NeonCRM, you can perform actions like creating a new individual account, updating account details, creating donations or event registrations based on triggers set from monday.com.
Do I need coding skills to set up the integration between these platforms?
No coding skills are necessary. Our system is designed to facilitate simple drag-and-drop interface where you select triggers and corresponding actions without writing any code.
Is it possible to automate data syncing between monday.com and NeonCRM?
Yes, our integrations allow automatic data synchronization based on defined actions and triggers. For example, updating a contact's information in NeonCRM whenever a change happens in the related entry on monday.com.
Can I use custom fields from both platforms during integration setup?
Yes, custom fields from both monday.com and NeonCRM can be mapped during your integration setup. This helps maintain data integrity by ensuring that customized information is transferred accurately across platforms.
How do we handle errors during the automation between monday.com and NeonCRM?
Error handling is important for smooth operations. Our platform sends notifications if an automation fails so you can investigate issues promptly. Additionally, check logs for any error messages detailing what might have gone wrong.
