Create intakes in Neos from new FormCrafts responses
With this integration up-and-running, whenever you receive a new response in FormCrafts, a Neos intake will be created automatically. This makes it easy to stay on top of leads without any tedious data entry.
With this integration up-and-running, whenever you receive a new response in FormCrafts, a Neos intake will be created automatically. This makes it easy to stay on top of leads without any tedious data entry.
- When this happens...New Response
Triggers when the form is submitted by the user.
- automatically do this!Create Intake
Creates Lead from a submission (email, form, webhook, etc.).
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Choose FormRequired
Try ItFullName
FirstName
LastName
Address
City
State
Country
ZipCode
County
Phone
Email
PrimaryStaff
Source
Marketing Campaign
Minor
Gender
CaseType
DateOfIncident
Synopsis
Comment
Note
File
Case/Intake Number
Case/Intake ID
TopicRequired
Staff
Subject
TextRequired
Date/Time
Case/Intake Number
Case/Intake ID
FileRequired
Case TypeRequired
Is a PersonRequired
First Party - First Name
First Party - Middle Name
First Party - Last NameRequired
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 RoleRequired
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