Neos Integrations

Name: Zapier
Availability: InStock

Put Neos to work with AI and enterprise-grade automation

Automate smarter with Neos and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Unbounce

Forms & Surveys

CallRail

Call Tracking

Google Docs

Documents, Google

Lawmatics

CRM (Customer Relationship Management)

ClickFunnels Classic

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

RingCentral

Phone & SMS

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Unbounce

Forms & Surveys

CallRail

Call Tracking

Google Docs

Documents, Google

Lawmatics

CRM (Customer Relationship Management)

Typeform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Unbounce

Forms & Surveys

CallRail

Call Tracking

Google Docs

Documents, Google

Lawmatics

CRM (Customer Relationship Management)

ClickFunnels Classic

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

RingCentral

Phone & SMS

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create intakes in Neos from new parsed emails
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Email Parser by Zapier + Neos
Create Neos intakes from new Google Sheets rows
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Google Sheets + Neos
Create intakes in Neos from new leads in Facebook Lead Ads
Premium
Details
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Facebook Lead Ads + Neos
Create intakes in Neos from new Gravity Forms submissions
Details
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Gravity Forms + Neos
Create intakes in Neos from new LiveChat tickets
Details
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LiveChat + Neos
Create Neos intakes from new CallRail forms
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CallRail + Neos

Create intakes in Neos from new parsed emails

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Email Parser by Zapier + Neos

Create Neos intakes from new Google Sheets rows

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Google Sheets + Neos

Create intakes in Neos from new leads in Facebook Lead Ads

Details

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Facebook Lead Ads + Neos

Create intakes in Neos from new Gravity Forms submissions

Details

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Gravity Forms + Neos

Create intakes in Neos from new LiveChat tickets

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LiveChat + Neos

Create Neos intakes from new CallRail forms

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CallRail + Neos

Create intakes in Neos from new FormCrafts responses

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Formcrafts + Neos

Generate intakes in Neos from new Google Forms responses

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Google Forms + Neos

Create intakes in Neos from new Zoho Forms entries

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Zoho Forms + Neos

Create Neos intakes from new Unbounce form submissions

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Unbounce + Neos

Create Neos intakes from new Leadpages form submissions for streamlined management

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Leadpages + Neos

Create Neos intakes from new involve.me submissions

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involve.me + Neos

Create intakes in Neos from new FormCrafts responses
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Formcrafts + Neos
Generate intakes in Neos from new Google Forms responses
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Google Forms + Neos
Create intakes in Neos from new Zoho Forms entries
Details
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Zoho Forms + Neos
Create Neos intakes from new Unbounce form submissions
Details
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Unbounce + Neos
Create Neos intakes from new Leadpages form submissions for streamlined management
Details
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Leadpages + Neos
Create Neos intakes from new involve.me submissions
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involve.me + Neos

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Case/Intake Number
- Case/Intake ID
- File
  Required
Action
Write
- Case Type
  Required
- Is a Person
  Required
- First Party - First Name
- First Party - Middle Name
- First Party - Last Name
  Required
- 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 Role
  Required
- 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
- First Name
- Last Name
- Phone Number
Action
Search

- FullName
- FirstName
- LastName
- Address
- City
- State
- Country
- ZipCode
- County
- Phone
- Email
- PrimaryStaff
- Source
- Marketing Campaign
- Minor
- Gender
- CaseType
- DateOfIncident
- Synopsis
- Comment
- Note
- File
Action
Write
- Case/Intake Number
- Case/Intake ID
- Topic
  Required
- Staff
- Subject
- Text
  Required
- Date/Time
Action
Write
- Case or Intake Number
Action
Search

For builders

Let your AI safely access Neos

Go beyond Zap workflows. Install Zapier in your AI to call Neos actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Neos from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

File Upload
Create Intake

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Neos actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Neos connection @ https://zapier.com/de/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "neos", owner: "me" });

await zapier.runAction({
  app: 'neos',
  action: 'file_upload',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Neos Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Neos

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Neos Integrations

Put Neos to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create intakes in Neos from new parsed emails

Create Neos intakes from new Google Sheets rows

Create intakes in Neos from new leads in Facebook Lead Ads

Create intakes in Neos from new Gravity Forms submissions

Create intakes in Neos from new LiveChat tickets

Create Neos intakes from new CallRail forms

Create intakes in Neos from new parsed emails

Create Neos intakes from new Google Sheets rows

Create intakes in Neos from new leads in Facebook Lead Ads

Create intakes in Neos from new Gravity Forms submissions

Create intakes in Neos from new LiveChat tickets

Create Neos intakes from new CallRail forms

Create intakes in Neos from new FormCrafts responses

Generate intakes in Neos from new Google Forms responses

Create intakes in Neos from new Zoho Forms entries

Create Neos intakes from new Unbounce form submissions

Create Neos intakes from new Leadpages form submissions for streamlined management

Create Neos intakes from new involve.me submissions

Create intakes in Neos from new FormCrafts responses

Generate intakes in Neos from new Google Forms responses

Create intakes in Neos from new Zoho Forms entries

Create Neos intakes from new Unbounce form submissions

Create Neos intakes from new Leadpages form submissions for streamlined management

Create Neos intakes from new involve.me submissions

Let your AI safely access Neos

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Neos Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Neos Integrations

Popular Neos Integrations

Connect Your App Accounts to Zapier