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Connect Teli AI and Neos to power AI-driven automation

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Zapier makes it easy to integrate Teli AI with Neos - no code necessary. See how you can get setup in minutes.

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Teli AI
Teli AI logo
Teli AI
1. Choose trigger event
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Neos
Neos logo
Neos
2. Choose action
Teli AI logo
1. Select the event
Setup
Test
Teli AI logo
Teli AI
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Completed Call Data" from Teli AI.

Add your action

An action happens after the trigger—such as "File Upload" in Neos.

You’re connected!

Zapier seamlessly connects Teli AI and Neos, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Teli AI Integration Name
      Required
    • Completed Call Data Example
      Required
    Trigger
    Instant
    Try It
    • Campaign
      Required
    • First Name
    • Middle Name
    • Last Name
    • Address Line 1
    • Address Line 2
    • Birthday
    • City
    • State
    • Zip Code
    • Company Address Line 1
    • Company Address Line 2
    • Company City
    • Company Country
    • Company Industry
    • Company Name
    • Company Position
    • Company State
    • Company Zip Code
    • Country
    • Loan Balance
    • Loan Type
    • Email
    • FICO Score
    • Lead Source
    • Name
    • Notes
    • Phone Number
      Required
    • SSO
    • Years Worked
    • Savings
    • Tax
    • Months Since Last Mortgage
    • Total CC Debt
    • Debt Monthly Payment
    • Debt Balance
    • External ID
    • Interest Rate
    • Revenue Balance
    • Last Refinance
    • HELOC Balance
    Action
    Write
    • 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
    • Teli AI Integration Name
      Required
    • Qualified SMS Contact Example
      Required
    Trigger
    Instant
    Try It
    • Lead Group
      Required
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Zip Code
    • Company Address Line 1
    • Company Address Line 2
    • Company City
    • Company Country
    • Company Industry
    • Company Name
    • Company Position
    • Company State
    • Company Zip Code
    • Country
    • Debt Balance
    • Debt Monthly Payment
    • Debt Type
    • Email
    • FICO Score
    • First Name
    • Middle Name
    • Last Name
    • Lead Source
    • Lender Name
    • Months Since Mortgage Open
    • Mortgage Date
    • Name
    • Notes
    • Phone Number
      Required
    • Savings
    • SSO
    • Total CC Debt
    • Tax
    • Value
    • Years Worked
    • External Id
    • Revenue Balance
    • Last Refinance
    • HELOC Balance
    • Interest Rate
    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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Teli AI and Neos to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Teli AI to Neos integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Teli AI
Teli AI is an AI conversation platform that utilizes voice and sms.
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Related categories
AI Agents
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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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Related categories
CRM (Customer Relationship Management)
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