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.
- When this happens...New ResponseTriggers when the form is submitted by the user.
- automatically do this!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 FormRequired
Try ItTriggerPolling- FullName
- FirstName
- LastName
- Address
- City
- State
- Country
- ZipCode
- County
- Phone
- Email
- PrimaryStaff
- Source
- Marketing Campaign
- Minor
- Gender
- CaseType
- DateOfIncident
- Synopsis
- Comment
- Note
- File
ActionWrite- Case/Intake Number
- Case/Intake ID
- TopicRequired
- Staff
- Subject
- TextRequired
- Date/Time
ActionWrite- Case or Intake Number
ActionSearch
- Case/Intake Number
- Case/Intake ID
- FileRequired
ActionWrite- 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
ActionWrite- First Name
- Last Name
- Phone Number
ActionSearch
Related categories
Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
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