The Post Note action in the Neos Zapier app allows you to automatically create a note on the Case Notes Tab in Neos.
How to Set Up the "Post Note" Action
Log in to Zapier (https://zapier.com/) and create a new Zap.
Select Trigger.
Choose your preferred trigger (e.g., Email Parser, Google Forms, etc.). In this example, we are using Email Parser. If choosing this as a trigger, make sure your parser mailbox is configured - parser.zapier.com. Refer to Configure Email Parser Trigger for more information.
In the right pane, select the Trigger event (e.g., New Email).
Set Up Action
Next, select Action.
In the app window, search/select Neos (it may be in your list of top apps).
From the Action event dropdown, choose Post to Note.
Connect Neos Account
Click Sign in to connect your Neos account with Zapier. If you previously connected your Neos account in Zapier, it will be available to select from the Account dropdown.
If you haven't connected Neos yet, refer to Connect Zapier to Neos for authenticating Neos with Zapier.
Once connected, click Continue.
Configure Fields
Complete the following required fields to successfully create a note in Neos.
Case/Intake Number or Case/Intake ID: One of these must be provided. If both are left blank, this step will fail. When "Number" is entered, the "ID" field will be ignored and vice versa.
• The Case/Intake Number is typically a 6-digit number, e.g.,123456 This must be a valid Case/Intake Number.
• The Case/Intake ID is a GUID-formatted number, e.g., 85ed0bad-9cd6-410b-a0de-1f40b3d47e66
Topic: Select from your firm's existing note topics.
Text: This is the main content of the note.
11. Map Optional Fields:
Staff: Assign the note to a Staff member by selecting from the dropdown list of your Neos users.
Subject: Use this field to give the note a short title or description.
Test Zap Flow
Once your configuration settings are complete, you're ready to run a test of the Zapier flow. Click Continue, then click Test step.
This feature will create a note in the Case Notes Tab. Confirm that it appears in Neos as expected.
Ensure the data passed to the Case ID/Number and Text fields is properly formatted and reliably available from your trigger source. For example, avoid passing in blank values, unexpected characters, or partial data.
Topics and staff lists are pulled directly from your firm's Neos environment — if you're not seeing expected options, confirm they are set up correctly in Neos.
Click Publish to finalize the zap.