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Neos + Salesforce Essentials Integrations

How to connect Neos + Salesforce Essentials

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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
  • Salesforce Essentials triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce Essentials triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
    Trigger
    Scheduled
  • Salesforce Essentials triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
    Trigger
    Scheduled
  • Salesforce Essentials triggers, actions, and search
    Updated Record
    Triggers when any record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is updated.
    Trigger
    Scheduled
  • Salesforce Essentials triggers, actions, and search
    Add Contact to Campaign
    Adds an existing contact to an existing campaign.
    Action
    Write
  • Salesforce Essentials triggers, actions, and search
    Add Lead to Campaign
    Adds an existing lead to an existing campaign.
    Action
    Write
  • Salesforce Essentials triggers, actions, and search
    Create Attachment
    Creates a new attachment (max 25MB).
    Action
    Write
  • Salesforce Essentials

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    Scheduled

    Action

  • Salesforce Essentials

    Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    Scheduled

    Action

  • Salesforce Essentials

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce Essentials

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce Essentials

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Neos + Salesforce Essentials Integrations Work

  1. Step 1: Authenticate Neos and Salesforce Essentials.
    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
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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.

Related categories

  • CRM (Customer Relationship Management)
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn more

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