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Neos Integrations

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CRM (Customer Relationship Management)

Do more with Neos integrations

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Integrate Email Parser by Zapier with Neos

Email Parser by Zapier

Email, Zapier
Integrate Webhooks by Zapier with Neos

Webhooks by Zapier

Developer Tools, Zapier
Integrate CallRail with Neos

CallRail

Call Tracking
Integrate Microsoft Outlook with Neos

Microsoft Outlook

Email, Microsoft
Integrate Gmail with Neos

Gmail

Email, Google
Integrate Facebook Lead Ads with Neos

Facebook Lead Ads

Ads & Conversion
Integrate LiveChat with Neos

LiveChat

Customer Support
Integrate Google Sheets with Neos

Google Sheets

Google, Spreadsheets
Integrate Microsoft Excel with Neos

Microsoft Excel

Microsoft, Spreadsheets
Integrate Email Parser by Zapier with Neos

Email Parser by Zapier

Email, Zapier
Integrate Webhooks by Zapier with Neos

Webhooks by Zapier

Developer Tools, Zapier
Integrate CallRail with Neos

CallRail

Call Tracking
Integrate Microsoft Outlook with Neos

Microsoft Outlook

Email, Microsoft
Integrate Gmail with Neos

Gmail

Email, Google
Integrate Facebook Lead Ads with Neos

Facebook Lead Ads

Ads & Conversion
Integrate Email Parser by Zapier with Neos

Email Parser by Zapier

Email, Zapier
Integrate Webhooks by Zapier with Neos

Webhooks by Zapier

Developer Tools, Zapier
Integrate CallRail with Neos

CallRail

Call Tracking

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Popular ways to use Neos workflows

  • Create intakes in Neos from new parsed emails

    • Email Parser by Zapier logo
    • Neos logo
    Email Parser by Zapier + Neos
    More details
    1. When this happens

      Step 1: New Email

    2. Then do this

      Step 2: Create Intake

    Create intakes in Neos from new parsed emails

    Create intakes in Neos from new parsed emails
    • Email Parser by Zapier logo
    • Neos logo
    Email Parser by Zapier + Neos
  • Create intakes in Neos from new leads in Facebook Lead Ads

    Premium
    • Facebook Lead Ads logo
    • Neos logo
    Facebook Lead Ads + Neos
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Create Intake

  • Create Neos intakes from new Google Sheets rows

    • Google Sheets logo
    • Neos logo
    Google Sheets + Neos
    More details
    1. When this happens

      Step 1: New Spreadsheet Row

    2. Then do this

      Step 2: Create Intake

  • Create intakes in Neos from new Gravity Forms submissions

    • Gravity Forms logo
    • Neos logo
    Gravity Forms + Neos
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Intake

  • Create intakes in Neos from new LiveChat tickets

    • LiveChat logo
    • Neos logo
    LiveChat + Neos
    More details
    1. When this happens

      Step 1: New Ticket

    2. Then do this

      Step 2: Create Intake

  • Create Neos intakes from new CallRail forms

    • CallRail logo
    • Neos logo
    CallRail + Neos
    More details
    1. When this happens

      Step 1: Form Captured

    2. Then do this

      Step 2: Create Intake

  • Create intakes in Neos from new FormCrafts responses

    • FormCrafts logo
    • Neos logo
    FormCrafts + Neos
    More details
    1. When this happens

      Step 1: New Response

    2. Then do this

      Step 2: Create Intake

  • Generate intakes in Neos from new Google Forms responses

    • Google Forms logo
    • Neos logo
    Google Forms + Neos
    More details
    1. When this happens

      Step 1: New Form Response

    2. Then do this

      Step 2: Create Intake

Supported triggers and actions

What does this mean?
  • Neos triggers, actions, and search
    Create Intake
    Creates Lead by Email
    Action
    Write
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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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