Connect The Receptionist to NeonCRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect The Receptionist to NeonCRM with a Zapier template.

Our most popular template

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

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

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NeonCRM + The Receptionist

How Zapier works

Zapier makes it easy to integrate The Receptionist with NeonCRM - no code necessary. See how you can get setup in minutes.

Select a trigger from The Receptionist

A trigger is an event that starts your Zap and runs the workflow. For example, with The Receptionist, a trigger could be "Visit: Assigned."

A trigger is the event that kicks off your automated workflow.

Setup an action from NeonCRM

An action is what takes place after the automation is triggered. For example, with NeonCRM, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected The Receptionist to NeonCRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect The Receptionist and NeonCRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect The Receptionist and NeonCRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Location
- Button
Trigger
Instant
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- Location
Trigger
Instant
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- Location
- Button
Trigger
Instant
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New Account
Triggers when a new account is created.
Trigger
Instant
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New Donation
Triggers when a new donation is created.
Trigger
Instant
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- 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
- No Solicitation
- 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
  Required
- 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
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- Location
- Button
Trigger
Instant
Try It
- Location
- Button
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
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- 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
- No Solicitation
- 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
  Required
- Email
Action
Search

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.

Help

Related categories

Devices

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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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Connect The Receptionist to NeonCRM and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

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

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

How Zapier works

Select a trigger from The Receptionist

Setup an action from NeonCRM

That’s it! You just connected The Receptionist to NeonCRM

Connect The Receptionist and NeonCRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect The Receptionist and NeonCRM to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier