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.

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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
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

ClickFunnels Classic

Marketing Automation

Slack

Team Chat

Facebook Lead Ads

Ads & Conversion, Facebook

CallRail

Call Tracking

Ruby

Communication

Gravity Forms

Forms & Surveys, WordPress

Google Forms (Legacy)

Forms & Surveys, Google

Unbounce

Forms & Surveys

Ninja Forms

Forms & Surveys, WordPress

ClickFunnels Classic

Marketing Automation

Slack

Team Chat

Facebook Lead Ads

Ads & Conversion, Facebook

CallRail

Call Tracking

Ruby

Communication

Gravity Forms

Forms & Surveys, WordPress

ClickFunnels Classic

Marketing Automation

Slack

Team Chat

Facebook Lead Ads

Ads & Conversion, Facebook

CallRail

Call Tracking

Ruby

Communication

Gravity Forms

Forms & Surveys, WordPress

Google Forms (Legacy)

Forms & Surveys, Google

Unbounce

Forms & Surveys

Ninja Forms

Forms & Surveys, WordPress

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 new Neos intakes when phone calls are completed in CallRail
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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 Gravity Forms submissions
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Gravity Forms + Neos
Create intakes in Neos from new leads in Facebook Lead Ads
Premium
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Facebook Lead Ads + Neos
Create intakes in Neos from new LiveChat tickets
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LiveChat + Neos

Create new Neos intakes when phone calls are completed in CallRail

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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 Gravity Forms submissions

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Gravity Forms + Neos

Create intakes in Neos from new leads in Facebook Lead Ads

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Facebook Lead Ads + 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 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

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

- 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

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 Interfaces

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

Launch your first automated workflow

Create new Neos intakes when phone calls are completed in CallRail

Create intakes in Neos from new parsed emails

Create Neos intakes from new Google Sheets rows

Create intakes in Neos from new Gravity Forms submissions

Create intakes in Neos from new leads in Facebook Lead Ads

Create intakes in Neos from new LiveChat tickets

Create new Neos intakes when phone calls are completed in CallRail

Create intakes in Neos from new parsed emails

Create Neos intakes from new Google Sheets rows

Create intakes in Neos from new Gravity Forms submissions

Create intakes in Neos from new leads in Facebook Lead Ads

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 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

Supported triggers and actions