CallTrackingMetrics + Neos
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.
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.
- When this happens...New Call
Triggers when you receive a new call.
- automatically do this!Post Note
Adds a note to Neos.
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New Call
Triggers when you receive a new call.
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
Case or Intake Number
Case/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
First Name
Last Name
Phone Number
