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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deleted Record" from Caspio.

Add your action

An action happens after the trigger—such as "File Upload" in Neos.

You’re connected!

Zapier seamlessly connects Caspio and Neos, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Table
  Required
Trigger
Instant
Try It
- Table
  Required
Trigger
Instant
Try It
- 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

- Table
  Required
Trigger
Instant
Try It
- Table
  Required
Action
Write
- 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

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Caspio and Neos to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Caspio to Neos integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Caspio

Caspio is a cloud platform for creating custom database applications fast and without coding.

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Related categories

App Builder

About Neos

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