Neos

Neos streamlines case management for law firms. Integrate CalendarLink to effortlessly add appointments to your preferred calendar, improving client engagement.

Why Calendar Links Supercharge Neos

CalendarLink reduces no-shows by offering a clear, easy add-to-calendar option for every event.

  • Universal “Add to Calendar” link—compatible with Google, Outlook, Apple, etc.
  • Smart reminders & notifications to keep everyone informed.
  • Click + attendance analytics to track engagement.
  • Integrations via Zapier, Make, API & webhooks for seamless automation.

How Neos Works with CalendarLink

Turn Neos Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Utilize Neos triggers such as New or Updated Contact or New Upcoming Event to initiate a calendar entry.

2. Send data to CalendarLink

Map relevant details like names, dates, and descriptions. Optionally, include RSVP to manage attendance.

3. Publish the personalised invite

Receive your unique Add-to-Calendar link and distribute it to ensure client engagements are never missed.

Fire Neos Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers such as New Event or Updated Contact to automate Neos workflows.

2. Map Add-to-Calendar Data

Ensure event titles, dates, and attendee information are accurately carried over into Neos.

3. Create a new case or update an intake

Automatically update or create records, using actions like Create New Case or Find a Contact by ID.

Pro Tips for Neos and Add-to-Calendar

  • Utilize click + attendance analytics to adapt your strategies.
  • Regularly sync your subscription calendars to prevent double-booking.
  • Optimize reminders and notifications to suit your clients' time zones.
  • Integrate with Zapier for customized departmental workflows.

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✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications