Intaker + Neos

Intaker + Neos integrations

Create new Neos intakes from new Intaker callback requests

Streamline your legal intake process with this seamless integration between Intaker and Neos. When a new callback request is created in Intaker, the workflow will simultaneously generate a new intake within Neos. This automation saves time, ensuring all crucial client information is effortlessly transferred between the two platforms without the need for manual transfer, which could lead to potential errors.

When this happens...
New Callback RequestTriggers when a new call back request is received by Intaker.
TriggerPolling
automatically do this!
Create IntakeCreates Lead from a submission (email, form, webhook, etc.).
ActionWrite

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More things you can do with Intaker and Neos

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

- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It

- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
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
- Case or Intake Number
Action
Search

- orgId
  Required
- agentId
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  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

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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Related categories

Dashboards

About Neos

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Instantly create new Neos intakes from new chats in Intaker

Related Zap Templates

Instantly create new Neos intakes from new chats in Intaker