Assign follow-up tasks when new leads arrive

When a new lead is created in Neos, automatically generate a review task in Assembly for the assigned account executive.

Try:

See all Neos + Assembly integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Neos Explore Neos →

Triggers

New contact or lead

Fires when a new contact or lead is added to Neos.

Contact updated

Fires when a field on a contact changes in Neos.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Neos.

Deal won

Fires when a deal is marked won in Neos.

Actions

Create or update contact

Creates or updates a contact in Neos.

Create deal

Creates a new deal in Neos.

Update record stage

Moves a deal or record to a new stage in Neos.

Log activity

Logs a call, email, or note against a record in Neos.

Assembly Explore Assembly →

Triggers

New post or update shared

Fires when a new post or update is shared in Assembly.

New comment or review

Fires when someone comments on or reviews an item in Assembly.

Task assigned

Fires when a task is assigned to someone in Assembly.

Actions

Create a post or update

Posts an update or announcement in Assembly.

Create a task

Creates a new task in Assembly.

Create a project or space

Creates a new project or workspace in Assembly.

Share a file or folder

Shares a file or folder in Assembly.

Create onboarding projects for closed-won deals When a deal is marked as won in Neos, automatically create a dedicated project space in Assembly for customer onboarding. See details

Log deal activities from team feedback When a new comment or review is posted in Assembly, automatically log a note on the associated deal in Neos. See details

See all Neos + Assembly integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Assign follow-up tasks when new leads arrive” between Neos and Assembly?

Yes — describe it in the box above and Knit's Integrations Agent researches Neos and Assembly's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

Why should sales teams connect Neos to Assembly?

Integrating Neos and Assembly ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.

Can updates made in Assembly sync back to customer deals in Neos?

Yes, when team members comment or share updates in Assembly, relevant deal stages or activities in Neos can be automatically updated.