Connect Ora and neoncrm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment Added to Task
New Task
New Assignee Added to Task
Task Update
New Project
New Label Added to Task
Choose an Action
Automatically do this!
- Request a new Action for neoncrm
Enable Integrations or automations with these events of Ora and neoncrm
Enable Integrations or automations with these events of Ora and neoncrm
Triggers
New Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
New Assignee Added to Task
Triggers when a new assignee is added to task.
Task Update
Triggers when an existing task is updated in Ora.
New Project
Triggers when a new project is added.
New Label Added to Task
Triggers when a new label is added to task.
Actions
Create List
Creates a list.
Create Comment
Creates a comment.
Add Member to Card
Add Member to Card.
Create Schedule
Creates a Schedule.
Find Task
Finds a task.
Find Member
Finds a member.
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Frequently Asked Questions
To start, connect both your Ora and neoncrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Ora triggers actions in neoncrm (or vice versa).
Absolutely. You can customize how Ora data is recorded in neoncrm. This includes choosing which data fields go into which fields of neoncrm, setting up custom formats, and filtering out unwanted information.
The data sync between Ora and neoncrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Ora and neoncrm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn MoreAbout 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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