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Connect NeonCRM to Cognito Forms and automate your work

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Cognito FormsCognito Forms
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate NeonCRM with Cognito Forms - no code necessary. See how you can get setup in minutes.

Select a trigger from NeonCRM

A trigger is an event that starts your Zap and runs the workflow. For example, with NeonCRM, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Cognito Forms

An action is what takes place after the automation is triggered. For example, with Cognito Forms, the action could be "Create Entry."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected NeonCRM to Cognito Forms

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Triggers and actions are the main components of every automated workflow.

Connect NeonCRM and Cognito Forms to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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An illustration representing how to automate lead management with Zapier.

Connect NeonCRM and Cognito Forms to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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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.

  • NeonCRM triggers, actions, and search
    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
    • No Solicitation
    • 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

Automate Cognito Forms: get inspired on the Zapier blog

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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.
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  • CRM (Customer Relationship Management)
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    cognito-forms logo
    cognito-forms logo
    About Cognito Forms
    Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
    Help
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