Integrations / CRM / Neos / Create Intake with New Submission

Create intakes for new submissions in Neos

Efficiently manage new submissions in Neos by creating intakes with Jotform. This integration streamlines the process, allowing you to handle incoming data seamlessly.

Streamline intake creation for new submissions in Neos

Automate the intake creation process for new submissions in Neos. By integrating Jotform, you can swiftly generate intakes for incoming data, enhancing your firm's overall efficiency.

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When this happens...

New Submission

A user submits a new form submission

Neos

Do this!

Create Intake

An intake is created in Neos for the new submission

Integrate with Neos