LiveChat + Neos
Create intakes in Neos from new LiveChat tickets
Automatically create intakes in Neos from the leads you receive from LiveChat. Once you set up the initial template for a specific LiveChat ticket, it will automatically create intakes for you without any manual data entry.
Automatically create intakes in Neos from the leads you receive from LiveChat. Once you set up the initial template for a specific LiveChat ticket, it will automatically create intakes for you without any manual data entry.
- When this happens...New Ticket
Triggers when the ticket is created.
- automatically do this!Create Intake
Creates Lead from a submission (email, form, webhook, etc.).
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Chat Changed
Triggers when the tag list for a particular chat was changed.
Try ItNew Chat
Triggers when the chat is started.
Try ItNew Visitor in Queue
Triggers when a visitor enters queue.
Try ItFullName
FirstName
LastName
Address
City
State
Country
ZipCode
County
Phone
Email
PrimaryStaff
Source
Marketing Campaign
Minor
Gender
CaseType
DateOfIncident
Synopsis
Comment
Note
File
Finished Chat
Triggers when the chat is ended.
Try ItNew Ticket
Triggers when the ticket is created.
Try ItCase/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
