What this article helps with: Sending new leads from Hona, such as AI Receptionist or chatbot leads, into Neostella as intake leads.
Who this is for: Firm admins who build automations.
Before you start: Connect the NeoStella Leads tile, or the NeoStella tile, in Company Settings, then Integrations. See Neostella Integration Setup.
Steps
Open the automation that should create the lead, or create a new one. Any trigger works.
Add the action NeoStella: Create Intake.
Under Field Mappings, choose a Neostella lead field and enter its value. You can type a fixed value or insert Hona details such as the caller's name or phone. Fields marked with * are required in Neostella.
To fill in the client's details, choose fields that start with Client, such as Client -> First Name. Hona creates the client as a person in Neostella and links it to the new lead.
Save the automation.
Good to know
Phone numbers without a country code are sent with +1.
Yes/no and number fields need a matching value, for example true or false.
Fields that hold lists or link to other records cannot be filled this way.
Hona saves the new Neostella lead's ID on the lead in Hona.
If Neostella rejects the lead, the automation step fails and is not retried.