Skip to content
Neos logo
Neos logo

Neos Integrations

CRM (Customer Relationship Management)

Do more with Neos integrations

Zapier lets you connect Neos with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Google Logo Continue with Google
Google Logo Continue with Google
  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Neos logoNeos logo
Or pick an app to pair with
arrow pointing down
Integrate ClickFunnels Classic with NeosIntegrate ClickFunnels Classic with Neos
ClickFunnels Classic
Marketing Automation
Integrate Ruby with NeosIntegrate Ruby with Neos
Ruby
Communication
Integrate Gravity Forms with NeosIntegrate Gravity Forms with Neos
Gravity Forms
Forms & Surveys, WordPress
Integrate CallRail with NeosIntegrate CallRail with Neos
CallRail
Call Tracking
Integrate Google Forms (Legacy) with NeosIntegrate Google Forms (Legacy) with Neos
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Slack with NeosIntegrate Slack with Neos
Slack
Team Chat
Integrate Unbounce with NeosIntegrate Unbounce with Neos
Unbounce
Forms & Surveys
Integrate Ninja Forms with NeosIntegrate Ninja Forms with Neos
Ninja Forms
Forms & Surveys, WordPress
Integrate BrowserStack with NeosIntegrate BrowserStack with Neos
BrowserStack
Developer Tools
Integrate ClickFunnels Classic with NeosIntegrate ClickFunnels Classic with Neos
ClickFunnels Classic
Marketing Automation
Integrate Ruby with NeosIntegrate Ruby with Neos
Ruby
Communication
Integrate Gravity Forms with NeosIntegrate Gravity Forms with Neos
Gravity Forms
Forms & Surveys, WordPress
Integrate CallRail with NeosIntegrate CallRail with Neos
CallRail
Call Tracking
Integrate Google Forms (Legacy) with NeosIntegrate Google Forms (Legacy) with Neos
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Slack with NeosIntegrate Slack with Neos
Slack
Team Chat
Integrate ClickFunnels Classic with NeosIntegrate ClickFunnels Classic with Neos
ClickFunnels Classic
Marketing Automation
Integrate Ruby with NeosIntegrate Ruby with Neos
Ruby
Communication
Integrate Gravity Forms with NeosIntegrate Gravity Forms with Neos
Gravity Forms
Forms & Surveys, WordPress
Integrate CallRail with NeosIntegrate CallRail with Neos
CallRail
Call Tracking
Integrate Google Forms (Legacy) with NeosIntegrate Google Forms (Legacy) with Neos
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Slack with NeosIntegrate Slack with Neos
Slack
Team Chat
Integrate Unbounce with NeosIntegrate Unbounce with Neos
Unbounce
Forms & Surveys
Integrate Ninja Forms with NeosIntegrate Ninja Forms with Neos
Ninja Forms
Forms & Surveys, WordPress
Integrate BrowserStack with NeosIntegrate BrowserStack with Neos
BrowserStack
Developer Tools

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

Quickly automate Neos integrations with Zapier's templates

  • Create new Neos intakes when phone calls are completed in CallRail

    • CallRail logo
    • Neos logo
    CallRail + Neos
  • Create intakes in Neos from new parsed emails

    • Email Parser by Zapier logo
    • Neos logo
    Email Parser by Zapier + Neos
  • Create Neos intakes from new Google Sheets rows

    • Google Sheets logo
    • Neos logo
    Google Sheets + Neos
  • Create intakes in Neos from new Gravity Forms submissions

    • Gravity Forms logo
    • Neos logo
    Gravity Forms + Neos
  • Create intakes in Neos from new leads in Facebook Lead Ads

    Premium
    Details
    • Facebook Lead Ads logo
    • Neos logo
    Facebook Lead Ads + Neos
  • Create intakes in Neos from new LiveChat tickets

    • LiveChat logo
    • Neos logo
    LiveChat + Neos
  • Create new Neos intakes when phone calls are completed in CallRail

    • CallRail logo
    • Neos logo
    CallRail + Neos
  • Create intakes in Neos from new parsed emails

    • Email Parser by Zapier logo
    • Neos logo
    Email Parser by Zapier + Neos
  • Create Neos intakes from new Google Sheets rows

    • Google Sheets logo
    • Neos logo
    Google Sheets + Neos
  • Create intakes in Neos from new Gravity Forms submissions

    • Gravity Forms logo
    • Neos logo
    Gravity Forms + Neos
  • Create intakes in Neos from new leads in Facebook Lead Ads

    Premium
    Details
    • Facebook Lead Ads logo
    • Neos logo
    Facebook Lead Ads + Neos
  • Create intakes in Neos from new LiveChat tickets

    • LiveChat logo
    • Neos logo
    LiveChat + Neos
  • Create Neos intakes from new CallRail forms

    • CallRail logo
    • Neos logo
    CallRail + Neos
  • Create intakes in Neos from new FormCrafts responses

    • Formcrafts logo
    • Neos logo
    Formcrafts + Neos
  • Generate intakes in Neos from new Google Forms responses

    • Google Forms logo
    • Neos logo
    Google Forms + Neos
  • Create intakes in Neos from new Zoho Forms entries

    • Zoho Forms logo
    • Neos logo
    Zoho Forms + Neos
  • Create Neos intakes from new Unbounce form submissions

    • Unbounce logo
    • Neos logo
    Unbounce + Neos
  • Create Neos intakes from new Leadpages form submissions for streamlined management

    • Leadpages logo
    • Neos logo
    Leadpages + Neos
    • Create Neos intakes from new CallRail forms

      • CallRail logo
      • Neos logo
      CallRail + Neos
    • Create intakes in Neos from new FormCrafts responses

      • Formcrafts logo
      • Neos logo
      Formcrafts + Neos
    • Generate intakes in Neos from new Google Forms responses

      • Google Forms logo
      • Neos logo
      Google Forms + Neos
    • Create intakes in Neos from new Zoho Forms entries

      • Zoho Forms logo
      • Neos logo
      Zoho Forms + Neos
    • Create Neos intakes from new Unbounce form submissions

      • Unbounce logo
      • Neos logo
      Unbounce + Neos
    • Create Neos intakes from new Leadpages form submissions for streamlined management

      • Leadpages logo
      • Neos logo
      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

    neos logo
    About Neos
    Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
    Related categories
    Similar apps
    Zapier Interfaces integrationsZapier Interfaces integrations
    Zapier Interfaces
    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Popular Neos Integrations