Cinode + Neos Integrations

See the kind of workflows teams build with Cinode and Neos below — describe the exact one you want above and the Agent builds it on demand.

Cinode + Neos When a new customer is added in Cinode, sync customer profiles to Neos.

Sync newly created leads across CRM platforms When a new lead is captured in Cinode, automatically create or update the matching contact in Neos to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Neos, update the corresponding opportunity stage in Cinode for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Cinode, log a status update activity on the corresponding account record in Neos. See details

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Triggers & actions for Cinode and Neos

Everything Cinode and Neos can do inside a workflow — the triggers that start one and the actions that run when it fires.

Cinode Explore Cinode →

Cinode is a skills management and CRM platform built for consultancy companies to track talent capabilities and project opportunities.

Triggers

New Customer

Triggers when new Customers is added into Cinode.

New Customer Contact

Triggers when new customer contact is created.

New Project

Triggers when a new Project is added.

New Project (Webhook)

Trigger by webhook when new project is created

Actions

Add Candidate Attachment

Adds a File Attachment to the Candidate.

Create Candidate

Add a Candidate to Cinode Recruit.

Create a Candidate Link

Adds a link (Uri attachment) to a Recruitment Candidate

Create Customer

Creates a new customer.

Create a Customer Contact

Creates a new Contact on the Customer

Create a Customer Event Note

Adds a Note event on a Customer

Neos Explore Neos →

Neos is a cloud-based legal case management CRM software designed for law firms to track legal cases, manage client files, and monitor intake.

Actions

File Upload

Uploads a file to Neos.

Create Intake

Creates Lead from a submission (email, form, webhook, etc.).

Create New Case

Creates a new case in Neos.

Post Note

Adds a note to Neos.

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