Neos + Intaker Integrations, Built by an AI Agent
Put Neos + Intaker to work with AI and enterprise-grade automation
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Workflows you can build between Neos and Intaker
See the kind of workflows teams build with Neos and Intaker below — describe the exact one you want above and the Agent builds it on demand.
Neos + Intaker
When an AI agent conversation finishes in Intaker, sync the conversation transcript and lead details to Neos.
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Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Intaker, automatically create or update their contact profile and log the activity in Neos.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Intaker, automatically create a new sales deal in Neos so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Neos, automatically instruct Intaker to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with Neos and Intaker?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Neos and Intaker
Everything Neos and Intaker 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.
Intaker Explore Intaker →
Intaker is a legal lead conversion and chat dashboard software that provides interactive chat widgets and lead reporting for law practice websites.
TriggersTriggers when an AI Agent conversation is created or updated. Covers Jane, Wes, Arthur (including new LSA), Faye, Ivy, Owen, Ava, and Drew. Filter by agent as needed. For the older non–AI Agent LSA flow, use New Legacy LSA Lead instead.
Get AI Agent Conversation Updates
Triggers when a new chat is received by Intaker.
Triggers when a new call back request is received by Intaker.
Triggers when lead status on the dashboard changes
Intaker has been updated to now actively transmit data related to any new SMS received.
Engage with contact using AI Agent
Creates a lead in your Intaker account, or updates the existing lead matching the phone number or email. Phone is matched first; email is used only if no lead matches the phone. Fill in Call Information to add an imported call to the lead.
Updates the status of the Intaker lead(s) matching a phone number or email. Phone is matched first; email is used only if no lead matches the phone.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other AI Assistants & Chatbots apps on Knit
Explore more AI Assistants & Chatbots integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AI Chatbot Hub
A platform for building, deploying, and managing automated conversational chatbots to handle customer support and website engagement.
AI Number
AI Number is an artificial intelligence virtual phone assistant that handles inbound phone calls, answers questions, and routes inquiries automatically.
AI/ML
AI/ML API is a unified platform that provides access to numerous artificial intelligence models through a single developer interface.
Aira
Aira is an artificial intelligence assistant platform designed to automate responses and support user interactions.
AirOps
AirOps is a platform that enables teams to build, test, and deploy custom AI workflows, assistants, and document generation tools.
Allo
Allo is an AI assistant software that helps teams organize workspace knowledge, summarize information, and automate routine operational tasks.
aperfectstay
aperfectstay is an AI-powered guest communication and property management assistant for short-term rental hosts and property managers.
ArtiBot.ai
An AI-driven chatbot tool for websites that automates lead capture, appointment booking, and customer inquiry response.
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 + Intaker
Is there a pre-built Neos + Intaker automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Neos and Intaker's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Neos or Intaker connector?
No. The Agent works whether or not Neos or Intaker 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.
How does connecting a chatbot to my CRM benefit my sales team?
Leads gathered by Intaker are immediately passed to Neos as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in Intaker, details and interaction logs can automatically update contact profiles or deal stages in Neos.