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Gravity Forms + Neos

Gravity Forms + Neos

Gravity Forms + Neos integrations

Create intakes in Neos from new Gravity Forms submissions

When you have a new Gravity Forms submission, an intake will be created in Neos automatically. This eliminates the need for tedious data entry!

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
    TriggerInstant
  2. automatically do this!
    Create Intake
    Create Intake
    Create IntakeCreates Lead from a submission (email, form, webhook, etc.).
    ActionWrite
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More things you can do with Gravity Forms and Neos

Discover other triggers and actions you can use with Gravity Forms and Neos

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      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
    • Form
      Required
    Action
    Write
    • 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 Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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neos logo
neos logo
About Neos
Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
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