Leadpages + Neos

Create Neos intakes from new Leadpages form submissions for streamlined management

Efficiently manage your new leads with this workflow between Leadpages and Neos. Once a form submission is received in Leadpages, an intake will be created in Neos, allowing you to track and process the lead's information without any manual work. Streamline your lead management process and ensure no prospect slips through the cracks with this seamless automation.

Efficiently manage your new leads with this workflow between Leadpages and Neos. Once a form submission is received in Leadpages, an intake will be created in Neos, allowing you to track and process the lead's information without any manual work. Streamline your lead management process and ensure no prospect slips through the cracks with this seamless automation.

  1. When this happens...
    LeadpagesLeadpages
    New Form Submission

    Triggers when a visitor submits a form on a page.

    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

    • 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
leadpages logo
leadpages logo

About Leadpages

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.
Learn more

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  • Forms & Surveys

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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

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