Neos DecisionVault

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.

Try:

See all Neos + DecisionVault integrations or talk to a human

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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.

DecisionVault Explore DecisionVault →

Triggers
New form response

Fires when a form is submitted in DecisionVault.

Survey completed

Fires when a respondent finishes a survey in DecisionVault.

Response updated

Fires when an existing response is edited in DecisionVault.

Actions
Create or update form

Creates or updates a form or survey in DecisionVault.

Retrieve a response

Looks up a specific form response in DecisionVault.

Add a respondent

Adds a respondent or contact to a form in DecisionVault.

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. See details
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. See details

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

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FAQ

Common questions

Can Knit build “Convert form responses into CRM contacts” between Neos and DecisionVault?

Yes — describe it in the box above and Knit's Integrations Agent researches Neos and DecisionVault'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.

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.

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