Neos Integrations

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CRM (Customer Relationship Management)

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Email Parser by Zapier

Email, Zapier

Webhooks by Zapier

Developer Tools, Zapier

CallRail

Call Tracking

Microsoft Outlook

Email, Microsoft

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion

LiveChat

Customer Support

Google Sheets

Google, Spreadsheets

Microsoft Excel

Microsoft, Spreadsheets

Email Parser by Zapier

Email, Zapier

Webhooks by Zapier

Developer Tools, Zapier

CallRail

Call Tracking

Microsoft Outlook

Email, Microsoft

Gmail

Email, Google

Facebook Lead Ads

Ads & Conversion

Email Parser by Zapier

Email, Zapier

Webhooks by Zapier

Developer Tools, Zapier

CallRail

Call Tracking

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Popular ways to use Neos workflows

Create intakes in Neos from new parsed emails
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Email Parser by Zapier + Neos
More details
When this happens
Step 1: New Email
Then do this
Step 2: Create Intake
See Zap details Try it
Create intakes in Neos from new parsed emails
Create intakes in Neos from new parsed emails
Email Parser by Zapier + Neos
Create intakes in Neos from new leads in Facebook Lead Ads
Premium
Try it
Facebook Lead Ads + Neos
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Intake
See Zap details Try it
Create intakes in Neos from new leads in Facebook Lead Ads
Premium
Create intakes in Neos from new leads in Facebook Lead Ads
Facebook Lead Ads + Neos
Create Neos intakes from new Google Sheets rows
Try it
Google Sheets + Neos
More details
When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Create Intake
See Zap details Try it
Create Neos intakes from new Google Sheets rows
Create Neos intakes from new Google Sheets rows
Google Sheets + Neos
Create intakes in Neos from new Gravity Forms submissions
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Gravity Forms + Neos
More details
When this happens
Step 1: Form Submission
Then do this
Step 2: Create Intake
See Zap details Try it
Create intakes in Neos from new Gravity Forms submissions
Create intakes in Neos from new Gravity Forms submissions
Gravity Forms + Neos
Create intakes in Neos from new LiveChat tickets
Try it
LiveChat + Neos
More details
When this happens
Step 1: New Ticket
Then do this
Step 2: Create Intake
See Zap details Try it
Create intakes in Neos from new LiveChat tickets
Create intakes in Neos from new LiveChat tickets
LiveChat + Neos
Create Neos intakes from new CallRail forms
Try it
CallRail + Neos
More details
When this happens
Step 1: Form Captured
Then do this
Step 2: Create Intake
See Zap details Try it
Create Neos intakes from new CallRail forms
Create Neos intakes from new CallRail forms
CallRail + Neos
Create intakes in Neos from new FormCrafts responses
Try it
FormCrafts + Neos
More details
When this happens
Step 1: New Response
Then do this
Step 2: Create Intake
See Zap details Try it
Create intakes in Neos from new FormCrafts responses
Create intakes in Neos from new FormCrafts responses
FormCrafts + Neos
Generate intakes in Neos from new Google Forms responses
Try it
Google Forms + Neos
More details
When this happens
Step 1: New Form Response
Then do this
Step 2: Create Intake
See Zap details Try it
Generate intakes in Neos from new Google Forms responses
Generate intakes in Neos from new Google Forms responses
Google Forms + Neos

Supported triggers and actions

What does this mean?

Create Intake
Creates Lead by Email
Action
Write

About Neos

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

Related categories

CRM (Customer Relationship Management)

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