Intaker + Neos

Instantly create new Neos intakes from new chats in Intaker

Streamline the process of client intake with this innovative workflow. When a new chat occurs in the Intaker platform, it instantaneously creates a new intake in the Neos system. This seamless operation enables your team to manage potential clients with unrivaled efficiency and accuracy, eliminating manual data entry and saving valuable time. Capitalize on this automation to ensure that your business never misses an opportunity.

When this happens...
New Chat
Triggers when a new chat is received by Intaker.
TriggerPolling
automatically do this!
Create Intake
Creates Lead from a submission (email, form, webhook, etc.).
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Agent NameRequired
Trigger
Instant
Try It
- Organization NameRequired
- Bot Name
Trigger
Polling
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- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- AI AgentRequired
- Phone NumberRequired
- Prevent sending text messages if consent is unknown (recommended)Required
Action
Write

- Case/Intake Number
- Case/Intake ID
- FileRequired
Action
Write
- 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
Action
Write

- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- OrganizationRequired
- Lead NameRequired
- Lead Status
- Create Task (Notification via Desk & Email)Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
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
- TopicRequired
- Staff
- Subject
- TextRequired
- Date/Time
Action
Write