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CallTrackingMetrics + Neos

CallTrackingMetrics + Neos

CallTrackingMetrics + Neos integrations

Post notes in Neos for new calls in CallTrackingMetrics

Effortlessly keep track of your conversations with this workflow. When a new call comes in through CallTrackingMetrics, a note is promptly posted in the Neos app. This automation ensures every new call detail is documented, simplifying your record keeping and enhancing your communication management strategies.

  1. When this happens...
    New Call
    New Call
    New CallTriggers when you receive a new call.
    TriggerInstant
  2. automatically do this!
    Post Note
    Post Note
    Post NoteAdds a note to Neos.
    ActionWrite
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More things you can do with CallTrackingMetrics and Neos

Discover other triggers and actions you can use with CallTrackingMetrics and Neos

  • CallTrackingMetrics triggers, actions, and search
    New Call

    Triggers when you receive a new call.

    Trigger
    Instant
    Try It
    • FullName
    • FirstName
    • LastName
    • Address
    • City
    • State
    • Country
    • ZipCode
    • County
    • Phone
    • Email
    • PrimaryStaff
    • Source
    • Marketing Campaign
    • Minor
    • Gender
    • CaseType
    • DateOfIncident
    • Synopsis
    • Comment
    • Note
    • File
    Action
    Write
    • Case/Intake Number
    • Case/Intake ID
    • Topic
      Required
    • Staff
    • Subject
    • Text
      Required
    • Date/Time
    Action
    Write
    • Case or Intake Number
    Action
    Search
    • Case/Intake Number
    • Case/Intake ID
    • File
      Required
    Action
    Write
    • Case Type
      Required
    • Is a Person
      Required
    • First Party - First Name
    • First Party - Middle Name
    • First Party - Last Name
      Required
    • 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 Role
      Required
    • 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
    Action
    Write
    • First Name
    • Last Name
    • Phone Number
    Action
    Search
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About CallTrackingMetrics
CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.
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Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
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