NeosAI Platinum users can access a list of popular Zapier templates used in Neos to configure actions within Zaps. Choose from six frequently used wizards to configure a new Zap on Zapier.com. The available actions outlined in the Knowledge Base will use parsed emails as the trigger when configuring actions (e.g., Create Intake, Create New Case, File Upload, Post Note, etc.).
NOTE: You must have at least Enabled permissions to General > Interfaces to access the Zapier integration and be signed in to your Zapier account.
To create a Zap from another third-party that is not listed in the available templates, click the Create from scratch link and search Zapier's extensive app catalog for the applicable trigger. A new tab will open in your browser to create the Zap on Zapier.com.
