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Connect NeonCRM and Shopify to unlock the power of automation

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NeonCRM
1. Choose trigger event
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2. Choose action
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1. Select the event
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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 Line Item to Order" in Shopify.

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Zapier seamlessly connects NeonCRM and Shopify, 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.

  • NeonCRM triggers, actions, and search
    New Account

    Triggers when a new account 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
    • 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
    • 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

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Connect NeonCRM and Shopify 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Shopify on the Zapier blog

Make work flow with AI

Level up your NeonCRM to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about NeonCRM + Shopify integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with NeonCRM and Shopify

How can I set up triggers for NeonCRM in Shopify?

To set up triggers for NeonCRM in Shopify, you need to use our integration platform. You can designate certain events in Shopify, such as a new order or updated customer information, to trigger actions within NeonCRM. These triggers initiate workflows that can automatically update your CRM records without manual intervention.

What types of data can be synced between NeonCRM and Shopify?

Data such as customer information, order details, and product listings can be synced between NeonCRM and Shopify. Our integration supports continuous synchronization, ensuring that your data is consistent across both platforms. Specific fields from each record type are matched to maintain data integrity during the transfer process.

Is it possible to automate donation records from Shopify sales into NeonCRM?

Yes, integrating NeonCRM with Shopify allows you to automate the creation of donation records based on sales transactions. When a sale occurs in Shopify, our system can be configured to automatically generate a corresponding donation record in NeonCRM.

Can I customize which fields are updated during synchronization?

Our integration platform provides customization options allowing you to specify which fields should be included or excluded during the synchronization process between Shopify and NeonCRM. This helps align the data flow with your business requirements.

What if conflicts occur during data synchronization?

We have built-in conflict resolution mechanisms within our system. If discrepancies arise during syncing between NeonCRM and Shopify—for instance, changes made simultaneously on both platforms—you will receive notifications prompting resolution options. This ensures data accuracy is maintained.

How frequently does data sync occur between the two platforms?

Data synchronization frequency between NeonCRM and Shopify is typically adjustable depending on your settings with us. You might choose real-time updates or scheduled synchronizations at regular intervals based on your operational needs.

Are there specific actions that are commonly automated with this integration?

Common actions automated through this integration include updating customer details in CRM after purchases on Shopify, creating order records in CRM corresponding to new orders on Shopify, and syncing inventory levels based on sales activities reflected across both systems.

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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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About Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
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