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LiveChat + Neos

LiveChat + Neos

LiveChat + Neos integrations

Create intakes in Neos from new LiveChat tickets

Automatically create intakes in Neos from the leads you receive from LiveChat. Once you set up the initial template for a specific LiveChat ticket, it will automatically create intakes for you without any manual data entry.

  1. When this happens...
    New Ticket
    New Ticket
    New TicketTriggers when the ticket is created.
    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 LiveChat and Neos

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

  • LiveChat triggers, actions, and search
    Chat Changed

    Triggers when the tag list for a particular chat was changed.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search
    New Chat

    Triggers when the chat is started.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search
    New Visitor in Queue

    Triggers when a visitor enters queue.

    Trigger
    Instant
    Try It
    • 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
  • LiveChat triggers, actions, and search
    Finished Chat

    Triggers when the chat is ended.

    Trigger
    Instant
    Try It
  • LiveChat triggers, actions, and search
    New Ticket

    Triggers when the ticket is created.

    Trigger
    Instant
    Try It
    • 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
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About LiveChat
LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn moreLearn moreHelpHelp
Related categories
Customer Support
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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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