Formstack Neos

Formstack + Neos Integrations

Put Formstack + Neos to work with AI and enterprise-grade automation

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

Formstack + Neos When a form submission is received in Formstack, sync the details to create an intake in Neos.
Convert form responses into CRM contacts When a prospect submits a new form response in Formstack, automatically create or update their contact profile in Neos. See details
Send customer feedback surveys on closed deals When a deal is marked won in Neos, automatically add the customer as a respondent in Formstack to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Formstack, automatically log the activity under their profile in Neos so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Formstack and Neos?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Formstack and Neos

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

Formstack Explore Formstack →

Formstack is a workplace productivity platform that allows teams to build online forms, automate data workflows, and collect digital signatures seamlessly.

Knit's Integrations Agent builds Formstack's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Formstack's API.

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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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Formstack + Neos

Is there a pre-built Formstack + Neos automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Formstack and Neos's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Formstack or Neos connector?

No. The Agent works whether or not Formstack or Neos already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Neos?

Yes, inbound responses from Formstack can instantly generate new lead records or deals in Neos without manual data entry.

Can I send survey invitations based on deal updates in Neos?

Yes, when a deal is won or updated in Neos, you can automatically add the contact as a respondent in Formstack to collect feedback.

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