Neos + Unbounce
Create Neos intakes from new Unbounce form submissions
Effortlessly manage your leads by connecting Unbounce and Neos in a seamless workflow. When a new form submission is received in Unbounce, this automation will create an intake in the Neos app, saving you time and ensuring that all important details are transferred accurately. Streamline your process and focus on nurturing leads, while the workflow does the heavy lifting for you.
Effortlessly manage your leads by connecting Unbounce and Neos in a seamless workflow. When a new form submission is received in Unbounce, this automation will create an intake in the Neos app, saving you time and ensuring that all important details are transferred accurately. Streamline your process and focus on nurturing leads, while the workflow does the heavy lifting for you.
- When this happens...New Form Submission
Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.
- automatically do this!Create Intake
Creates Lead from a submission (email, form, webhook, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
ClientRequired
Landing Page, Overlay or Sticky BarRequired
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
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
FullName
FirstName
LastName
Address
City
State
Country
ZipCode
County
Phone
Email
PrimaryStaff
Source
Marketing Campaign
Minor
Gender
CaseType
DateOfIncident
Synopsis
Comment
Note
File
Case/Intake Number
Case/Intake ID
TopicRequired
Staff
Subject
TextRequired
Date/Time
