NeonCRM + Orca Scan

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 Row
Triggers when a new row is created.
TriggerPolling
automatically do this!
Create Activity
Creates a new activity.
ActionWrite

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Supported triggers and actions

- Orca SheetRequired
Trigger
Polling
Try It
- Orca SheetRequired
Trigger
Instant
Try It
- Orca SheetRequired
Trigger
Instant
Try It
- Orca SheetRequired
Trigger
Instant
Try It
- Orca SheetRequired
Action
Write

- Orca SheetRequired
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
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- Account TypeRequired
- 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 IDRequired
- 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 AccountRequired
- Company AccountRequired
- Primary Contact?Required
- Current Employee?Required
Action
Write
- First Name
- Last Name
- Company Name
- Account ID
- Email
- Account TypeRequired
- 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 SheetRequired
Trigger
Instant
Try It
- Orca SheetRequired
Trigger
Instant
Try It
- Orca SheetRequired
Trigger
Instant
Try It
- Orca SheetRequired
Action
Write
- Orca SheetRequired
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- SubjectRequired
- Note
- Start DateRequired
- Start Time
- End Date
- End Time
- Client Account IDRequired
- System User ID
- StatusRequired
- PriorityRequired
Action
Write
- Account IDRequired
- Amount (in USD)Required
- Donation Date/TimeRequired
- StatusRequired
- Campaign
- Fund
- Purpose
- Source
- Solicitation Method
- Send Acknowledgement Email
- AnonymousRequired
- Tender TypeRequired
Action
Write
- Account IDRequired
- 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