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LiveChat + Neos

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.

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...
    LiveChatLiveChat
    New Ticket

    Triggers when the ticket is created.

    TriggerInstant
  2. automatically do this!
    NeosNeos
    Create Intake

    Creates Lead by Email

    ActionWrite
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Supported triggers and actions

What does this mean?
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livechat logo

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 more

Related categories

  • Customer Support
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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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