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Neos + Lawmatics Integrations

How to connect Neos + Lawmatics

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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
  • Lawmatics triggers, actions, and search
    Matter Converted
    Triggers when a PNC Matter is converted.
    Trigger
    Scheduled
  • Lawmatics triggers, actions, and search
    Appointment Created
    Triggers when an Appointment is created.
    Trigger
    Scheduled
  • Lawmatics triggers, actions, and search
    Contact Created
    Triggers when a Contact is created.
    Trigger
    Scheduled
  • Lawmatics triggers, actions, and search
    Filled Out a Form
    Triggers when a Custom Form Entry is submitted.
    Trigger
    Scheduled
  • Lawmatics triggers, actions, and search
    Custom Form Added
    Triggers when a Custom Form is added.
    Trigger
    Scheduled
  • Lawmatics triggers, actions, and search
    New Note Created
    Triggers when a new Note is created.
    Trigger
    Scheduled
  • Lawmatics triggers, actions, and search
    Matter Added
    Triggers when a Matter is created.
    Trigger
    Scheduled
  • Lawmatics

    Triggers when a Matter is updated.

    Scheduled

    Trigger

  • Lawmatics

    Create a new Appointment.

    Scheduled

    Action

  • Lawmatics

    Create a new Contact from values.

    Scheduled

    Action

  • Lawmatics

    Fill out a Custom Form with values.

    Scheduled

    Action

  • Lawmatics

    Create a new Matter from values.

    Scheduled

    Action

  • Lawmatics

    Update an existing Contact with values.

    Scheduled

    Action

  • Lawmatics

    Update an existing Matter with values.

    Scheduled

    Action

  • Lawmatics

    Find Contact by email, name or phone

    Scheduled

    Action

  • Lawmatics

    Find Matter by email, name or phone

    Scheduled

    Action

  • Lawmatics

    Find a Matter by ID.

    Scheduled

    Action

  • Lawmatics

    Find User by ID.

    Scheduled

    Action

How Neos + Lawmatics Integrations Work

  1. Step 1: Authenticate Neos and Lawmatics.
    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.
Connect apps
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)
lawmatics logo
lawmatics logo

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.

Related categories

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