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involve.me + Neos

involve.me + Neos

involve.me + Neos integrations

Create Neos intakes from new involve.me submissions

Effortlessly streamline your intake process with this involve.me to Neos workflow. When a new submission is completed in involve.me, this automation will create an intake in the Neos app. Save time and reduce manual work, ensuring all necessary information is easily accessible in Neos as soon as the submission is complete.

  1. When this happens...
    New Completed Submission
    New Completed Submission
    New Completed SubmissionTriggers when a participant completes a submission in your funnel.
    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 involve.me and Neos

Discover other triggers and actions you can use with involve.me and Neos

    • involve.me Funnel
      Required
    Trigger
    Instant
    Try It
    • Organization
      Required
    • Email
      Required
    • Tag
      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
    • Organization
      Required
    • Email
      Required
    Action
    Write
    • Organization
      Required
    • Email
      Required
    • Tag
      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
involveme logo
involveme logo
About involve.me
involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
Learn moreLearn moreHelpHelp
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Forms & Surveys
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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.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier