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Neos + Formstack Integrations

How to connect Neos + Formstack

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Supported triggers and actions

What does this mean?
  • Neos triggers, actions, and search
    Create Intake
    Creates Lead by Email
    Action
    Write
  • Formstack triggers, actions, and search
    New Form
    Triggers when a new form is added.
    Trigger
    Scheduled
  • Formstack triggers, actions, and search
    New Submission
    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
    Trigger
    Instant
  • Formstack triggers, actions, and search
    Create Submission
    Creates a submission for a form in FormStack.
    Action
    Write

How Neos + Formstack Integrations Work

  1. Step 1: Authenticate Neos and Formstack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Formstack Tutorials

neos logo
neos logo

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)
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Related categories

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