Google Forms + Neos

Generate intakes in Neos from new Google Forms responses

Need an easier way to create intakes in Neos from your Google Forms lead? Once you set up this integration, it will automatically create an intake for you for a specific Google Form, without any added manual data entry.

Need an easier way to create intakes in Neos from your Google Forms lead? Once you set up this integration, it will automatically create an intake for you for a specific Google Form, without any added manual data entry.

  1. When this happens...
    Google FormsGoogle Forms
    New Form Response

    Triggers when a new form response is received.

    TriggerInstant
  2. automatically do this!
    NeosNeos
    Create Intake

    Creates Lead from a submission (email, form, webhook, etc.).

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Case/Intake Number

    • Case/Intake ID

    • FileRequired

    Action
    Write
    • 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

    Action
    Write
google-forms logo
google-forms logo

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
Learn more

Related categories

  • Forms & Surveys
  • Google

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neos logo
neos logo

About Neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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