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CallRail + Neos

Create Neos intakes from new CallRail forms

Automatically create Neos intakes from calls in CallRail when a new form is captured. There's no need for manual data entry!

Automatically create Neos intakes from calls in CallRail when a new form is captured. There's no need for manual data entry!

  1. When this happens...
    CallRailCallRail
    Form Captured

    Triggers when a form is captured.

    TriggerInstant
  2. automatically do this!
    NeosNeos
    Create Intake

    Creates Lead by Email

    ActionWrite
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Supported triggers and actions

What does this mean?
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callrail logo

About CallRail

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

Related categories

  • Call Tracking
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neos logo

About Neos

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

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