involve.me + Neos
Create Neos intakes from new involve.me submissions
Effortlessly streamline your intake process with this involve.me to Neos workflow. When a new submission is completed in involve.me, this automation will create an intake in the Neos app. Save time and reduce manual work, ensuring all necessary information is easily accessible in Neos as soon as the submission is complete.
Effortlessly streamline your intake process with this involve.me to Neos workflow. When a new submission is completed in involve.me, this automation will create an intake in the Neos app. Save time and reduce manual work, ensuring all necessary information is easily accessible in Neos as soon as the submission is complete.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- 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
involve.me FunnelRequired
Try ItFullName
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
Case/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
