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Cardtapp + NeonCRM

Create new NeonCRM accounts when tappers are created in Cardtapp

Streamline your networking process with this seamless workflow. When a new 'Tapper' is created in the Cardtapp app, an account is instantly set up in your NeonCRM app. This saves you the time and effort of manually creating accounts for each new contact from your Cardtapp network. Keep your CRM up-to-date and stay focused on building strong relationships.

Streamline your networking process with this seamless workflow. When a new 'Tapper' is created in the Cardtapp app, an account is instantly set up in your NeonCRM app. This saves you the time and effort of manually creating accounts for each new contact from your Cardtapp network. Keep your CRM up-to-date and stay focused on building strong relationships.

  1. When this happens...
    CardtappCardtapp
    Tapper Created

    Triggers when a new Tapper is created.

    TriggerInstant
  2. automatically do this!
    NeonCRMNeonCRM
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Cardtapp triggers, actions, and search

    Tapper Created

    Triggers when a new Tapper is created.

    Trigger
    Instant
    Try It
    • NameRequired

    • Phone

    • Tags

    • E-Mail

    • Send Share

    • Note

    • Lead Source

    • Cobranded With

    Action
    Write
    • Tapper External IDRequired

    Action
    Search
    • SubjectRequired

    • Note

    • Start DateRequired

    • Start Time

    • End Date

    • End Time

    • Client Account IDRequired

    • System User ID

    • StatusRequired

    • PriorityRequired

    Action
    Write
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cardtapp logo

About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

Related categories

  • Marketing
neoncrm logo
neoncrm logo

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 moreHelp

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