Intaker + Neos

Intaker + Neos integrations

Instantly create new Neos intakes from new chats in Intaker

Streamline the process of client intake with this innovative workflow. When a new chat occurs in the Intaker platform, it instantaneously creates a new intake in the Neos system. This seamless operation enables your team to manage potential clients with unrivaled efficiency and accuracy, eliminating manual data entry and saving valuable time. Capitalize on this automation to ensure that your business never misses an opportunity.

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

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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

HelpHelp

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Neos intakes from new Intaker callback requests

Related Zap Templates

Create new Neos intakes from new Intaker callback requests