When ai agent conversations in Intaker, sync it to Neos.

When an AI agent conversation finishes in Intaker, sync the conversation transcript and lead details to Neos.

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See all Neos + Intaker 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.

Intaker Explore Intaker →

Triggers

New conversation started

Fires when a new chat or conversation begins in Intaker.

Lead captured in chat

Fires when Intaker captures a lead during a conversation.

Conversation handed off

Fires when Intaker escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Intaker.

Generate an answer

Asks Intaker a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Intaker to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Intaker conversation.

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. See details

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. See details

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. See details

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

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FAQ

Common questions

Can Knit build “When ai agent conversations in Intaker, sync it to Neos.” between Neos and Intaker?

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

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.