Email Parser by Zapier + Neos
Create intakes in Neos from new parsed emails
This template will allow you to forward your leads received via email to a Zapier mailbox. Once you setup the initial template for a specific email format, it will automatically create intakes in Neos for you without any manual data entry.
This template will allow you to forward your leads received via email to a Zapier mailbox. Once you setup the initial template for a specific email format, it will automatically create intakes in Neos for you without any manual data entry.
- When this happens...New Email
Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
- automatically do this!Create Intake
Creates Lead from a submission (email, form, webhook, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
MailboxRequired
Try ItCase/Intake Number
Case/Intake ID
FileRequired
Case TypeRequired
Is a PersonRequired
First Party - First Name
First Party - Middle Name
First Party - Last NameRequired
First Party - AKA First
First Party - AKA Last
First Party - AKA Company Name
First Party - Gender
First Party - Date Of Birth
First Party - Deceased
First Party - Date Of Death
First Party - Our Client
First Party - Party RoleRequired
First Party - Relationship
First Party - Responsible for another Party
First Party - Minor
First Party - Incapacitated
First Party - Date Of Majority
First Party - Incapacity
First Party - Federal ID
First Party - Bar Number
First Party - Alternate ID
First Party - Add Address Information
First Party - Add Phone Information
First Party - Add Email Information
Alternate Case Number 1
Alternate Case Number 2
Date Of Incident
Dormant
Opened Date
Closed Date
Reassigned Date
Synopsis
Docket
New Mailbox
Triggers when a new mailbox is added.
Try ItFullName
FirstName
LastName
Address
City
State
Country
ZipCode
County
Phone
Email
PrimaryStaff
Source
Marketing Campaign
Minor
Gender
CaseType
DateOfIncident
Synopsis
Comment
Note
File
Case/Intake Number
Case/Intake ID
TopicRequired
Staff
Subject
TextRequired
Date/Time
