Neos + DecisionVault Integrations, Built by an AI Agent
Put Neos + DecisionVault to work with AI and enterprise-grade automation
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Workflows you can build between Neos and DecisionVault
See the kind of workflows teams build with Neos and DecisionVault below — describe the exact one you want above and the Agent builds it on demand.
Neos + DecisionVault
When a new event is created in DecisionVault, sync case milestones with Neos legal software.
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Convert form responses into CRM contacts
When a prospect submits a new form response in DecisionVault, automatically create or update their contact profile in Neos.
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Send customer feedback surveys on closed deals
When a deal is marked won in Neos, automatically add the customer as a respondent in DecisionVault to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in DecisionVault, automatically log the activity under their profile in Neos so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with Neos and DecisionVault?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Neos and DecisionVault
Everything Neos and DecisionVault can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
ActionsUploads a file to Neos.
Creates Lead from a submission (email, form, webhook, etc.).
Creates a new case in Neos.
Adds a note to Neos.
DecisionVault Explore DecisionVault →
DecisionVault is an intake portal and form-building application specifically designed for estate planning attorneys and clients.
TriggersTriggers when there is new event.
Creates a new matter and DecisionVault emails the invite directly to up to two clients. Each invite in the result has a status of either invited or failed. Warning: testing this step in the Zap editor creates a real matter and sends real invite emails - use your own email address when testing.
Action creates a new matter and returns an invite link to send to the client.
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Act!
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Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
4screens
An interactive content creation platform that lets users build custom surveys, polls, quizzes, and online forms.
AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
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AidaForm
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Aiva
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Alchemer
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Neos + DecisionVault
Is there a pre-built Neos + DecisionVault automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Neos and DecisionVault's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Neos or DecisionVault connector?
No. The Agent works whether or not Neos or DecisionVault 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 DecisionVault 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 DecisionVault to collect feedback.