NeonCRM + The Receptionist

NeonCRM + The Receptionist integrations

Create new accounts in NeonCRM for new check-ins in The Receptionist

When a visitor checks in using The Receptionist app, this efficient workflow immediately sets to work, creating an account for them in your NeonCRM. This eliminates manual data entry from your tasks, saving you time and reducing the chance of any mistakes. Streamline your client onboarding process with this seamless integration between The Receptionist and NeonCRM.

When this happens...
Visit: Check-InThis event is triggered each time a visit check-in happens.
TriggerInstant
automatically do this!
Create AccountCreates a new account.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with The Receptionist and NeonCRM

Discover other triggers and actions you can use with The Receptionist and NeonCRM

- Location
- Button
Trigger
Instant
Try It
- Location
Trigger
Instant
Try It
- Location
- Button
Trigger
Instant
Try It
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

- Location
- Button
Trigger
Instant
Try It
- Location
- Button
Trigger
Instant
Try It
- Location
- Button
Trigger
Instant
Try It
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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

Devices

Related Zap Templates

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

Related Zap Templates

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