Connect neos with 2200+ apps

Integrate neos with your favorite apps

The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.

If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.

Real-world use cases of neos integrations

See how neos integrates with popular apps to automate tasks and streamline your workflow.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

neos
neos
Slack
Gmail
HubSpot
Notion
Shopify
Airtable
+2,100+ more apps

How to get started with neos automations

Automate when something happens in neos

Login -> Create new flow -> Select trigger -> Search neos -> Choose the trigger from the list

Take action in neos when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search neos -> Choose the action from the list

Trigger

neos

Action

neos

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

What does 'Neos automation' with viaSocket actually do for my firm?

It connects Neos to your other apps (email, e-sign, accounting, reporting) and to AI where helpful, so routine work — intake, document prep, billing, updates, and reporting — happens automatically and consistently, freeing staff to focus on cases that need attention.

Can viaSocket use AI to fill documents or summarize case notes in Neos?

Yes. viaSocket can route Neos data through AI models to draft or prefill documents, summarize notes, and extract key case facts. All AI steps are configurable so you review or approve outputs before they save back to Neos.

Which systems can I connect to Neos via viaSocket?

Common connections include DocuSign, QuickBooks/Xero, calendar and email providers, CRM/web intake forms, and reporting tools like Google Sheets or BI dashboards. If you use a different tool, viaSocket can usually integrate it.

How quickly can we set up automations and is it secure?

Simple automations (intake → create matter → notify) can be set up in days. More complex flows (document assembly + e-sign + accounting sync) usually take a few weeks. Data transfers follow enterprise security practices and you control what fields are shared and stored.

Will automation replace our intake staff or does it work with our team?

Automation handles repetitive, low-value tasks so your intake and legal staff can focus on case strategy and client conversations. viaSocket’s AI-enabled automations augment your team by reducing manual entry and improving response speed.

neos

About neos

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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