NeonCRM + The Receptionist

Create new activities in NeonCRM when check-ins occur in The Receptionist

Streamline your reception management and CRM tasks seamlessly. When a visitor checks-in with The Receptionist app, this workflow will create a new activity within NeonCRM instantly. This automation works to efficiently keep track of client visits and activities without extra clicks. It’s a perfect solution to enhance communication and keep records updated in real time.

Streamline your reception management and CRM tasks seamlessly. When a visitor checks-in with The Receptionist app, this workflow will create a new activity within NeonCRM instantly. This automation works to efficiently keep track of client visits and activities without extra clicks. It’s a perfect solution to enhance communication and keep records updated in real time.

  1. When this happens...
    The ReceptionistThe Receptionist
    Visit: Check-In

    This event is triggered each time a visit check-in happens.

    TriggerInstant
  2. automatically do this!
    NeonCRMNeonCRM
    Create Activity

    Creates a new activity.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Location

    • Button

    Trigger
    Instant
    Try It
    • Location

    • Button

    Trigger
    Instant
    Try It
    • Location

    • Button

    Trigger
    Instant
    Try It
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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
the-receptionist logo
the-receptionist logo

About The Receptionist

The Receptionist helps streamline office entrance areas and automates the job of connecting visitors to the people they are there to see.
Learn more

Related categories

  • Devices