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CallRail + Neos

Create new Neos intakes when phone calls are completed in CallRail

Ensure all your completed calls in CallRail are immediately tracked and organized with this effective workflow. When a call concludes, a new intake will be efficiently created in your Neos app. This seamless process provides a real-time record of your phone interactions, minimizing manual data entry and enhancing your client management strategy.

Ensure all your completed calls in CallRail are immediately tracked and organized with this effective workflow. When a call concludes, a new intake will be efficiently created in your Neos app. This seamless process provides a real-time record of your phone interactions, minimizing manual data entry and enhancing your client management strategy.

  1. When this happens...
    CallRailCallRail
    Phone Call Completed

    Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.

    TriggerInstant
  2. automatically do this!
    NeosNeos
    Create Intake

    Creates Lead by Email

    ActionWrite
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Supported triggers and actions

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About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

Related categories

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About Neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.