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Neos + WPForms

Neos + WPForms

Neos + WPForms integrations

Create new Neos intakes from new WPForms entries

Streamline your workflow by connecting WPForms and Neos, efficiently organizing all your data collection tasks in one place. Each time a new form entry is submitted via WPForms, the form information is instantly captured and stored as a new entry within the Neos system. This integration eliminates manual data entry, ensures consistent record-keeping, and saves precious time - all while keeping your processes efficient.

  1. When this happens...
    New Form Entry
    New Form Entry
    New Form EntryTriggers when a form entry is submitted.
    TriggerInstant
  2. automatically do this!
    Create Intake
    Create Intake
    Create IntakeCreates Lead from a submission (email, form, webhook, etc.).
    ActionWrite
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More things you can do with WPForms and Neos

Discover other triggers and actions you can use with WPForms and Neos

    • Form
      Required
    Trigger
    Instant
    Try It
    • Case/Intake Number
    • Case/Intake ID
    • File
      Required
    Action
    Write
    • Case Type
      Required
    • Is a Person
      Required
    • First Party - First Name
    • First Party - Middle Name
    • First Party - Last Name
      Required
    • First Party - AKA First
    • First Party - AKA Last
    • First Party - AKA Company Name
    • First Party - Gender
    • First Party - Date Of Birth
    • First Party - Deceased
    • First Party - Date Of Death
    • First Party - Our Client
    • First Party - Party Role
      Required
    • First Party - Relationship
    • First Party - Responsible for another Party
    • First Party - Minor
    • First Party - Incapacitated
    • First Party - Date Of Majority
    • First Party - Incapacity
    • First Party - Federal ID
    • First Party - Bar Number
    • First Party - Alternate ID
    • First Party - Add Address Information
    • First Party - Add Phone Information
    • First Party - Add Email Information
    • Alternate Case Number 1
    • Alternate Case Number 2
    • Date Of Incident
    • Dormant
    • Opened Date
    • Closed Date
    • Reassigned Date
    • Synopsis
    • Docket
    Action
    Write
    • First Name
    • Last Name
    • Phone Number
    Action
    Search
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • FullName
    • FirstName
    • LastName
    • Address
    • City
    • State
    • Country
    • ZipCode
    • County
    • Phone
    • Email
    • PrimaryStaff
    • Source
    • Marketing Campaign
    • Minor
    • Gender
    • CaseType
    • DateOfIncident
    • Synopsis
    • Comment
    • Note
    • File
    Action
    Write
    • Case/Intake Number
    • Case/Intake ID
    • Topic
      Required
    • Staff
    • Subject
    • Text
      Required
    • Date/Time
    Action
    Write
    • Case or Intake Number
    Action
    Search
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About Neos
Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
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wpforms logo
wpforms logo
About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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