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Formcrafts + Neos

Formcrafts + Neos

Formcrafts + Neos integrations

Create intakes in Neos from new FormCrafts responses

With this integration up-and-running, whenever you receive a new response in FormCrafts, a Neos intake will be created automatically. This makes it easy to stay on top of leads without any tedious data entry.

  1. When this happens...
    New Response
    New Response
    New ResponseTriggers when the form is submitted by the user.
  2. automatically do this!
    Create Intake
    Create Intake
    Create IntakeCreates Lead from a submission (email, form, webhook, etc.).
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More things you can do with Formcrafts and Neos

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

    • Choose Form
      Required
    Trigger
    Polling
    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 Formcrafts
Create powerful and intuitive online forms.
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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.
Related categories
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