Gravity Forms + Neos

Create intakes in Neos from new Gravity Forms submissions

When you have a new Gravity Forms submission, an intake will be created in Neos automatically. This eliminates the need for tedious data entry!

When you have a new Gravity Forms submission, an intake will be created in Neos automatically. This eliminates the need for tedious data entry!

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    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

    Action
    Write
    • 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
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gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

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  • Forms & Surveys
  • WordPress

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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.
Learn more

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