Neos + Zoho Forms
Create intakes in Neos from new Zoho Forms entries
Use this template to create intakes in Neos from new Zoho Forms entries. Save time on manual data entry, so you can focus on more important work.
Use this template to create intakes in Neos from new Zoho Forms entries. Save time on manual data entry, so you can focus on more important work.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- 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
FormRequired
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
