NeonCRM + Orca Scan

NeonCRM + Orca Scan integrations

Create new activities in NeonCRM when new rows are added in Orca Scan

Quickly streamline your data management process with this integration. As soon as a new row is added in the Orca Scan app, a related activity is immediately added in NeonCRM. This efficient workflow allows you to effectively track and manage your inventory or assets within your CRM, ensuring no detail is overlooked.

When this happens...
New RowTriggers when a new row is created.
TriggerPolling
automatically do this!
Create ActivityCreates a new activity.
ActionWrite

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More things you can do with Orca Scan and NeonCRM

Discover other triggers and actions you can use with Orca Scan and NeonCRM

- Orca Sheet
  Required
Trigger
Polling
Try It
- Orca Sheet
  Required
Trigger
Instant
Try It
- Orca Sheet
  Required
Trigger
Instant
Try It
- Orca Sheet
  Required
Trigger
Instant
Try It
- Orca Sheet
  Required
Action
Write

- Orca Sheet
  Required
Action
Write
New Account
Triggers when a new account is created.
Trigger
Instant
Try It

New Donation
Triggers when a new donation is created.
Trigger
Instant
Try It
- 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

New Sheet
Triggers when a new sheet is created.
Trigger
Polling
Try It
- Orca Sheet
  Required
Trigger
Instant
Try It
- Orca Sheet
  Required
Trigger
Instant
Try It
- Orca Sheet
  Required
Trigger
Instant
Try It
- Orca Sheet
  Required
Action
Write
- Orca Sheet
  Required
Action
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
- 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

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

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CRM (Customer Relationship Management)

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About Orca Scan

Orca Scan is a no-code barcode system; add/remove fields to build the barcode system you want.

HelpHelp

Related categories

Content & Files