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CB Insights
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CB Insights
1. Choose trigger event
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Neos
Neos logo
Neos
2. Choose action
CB Insights logo
1. Select the event
Setup
Test
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CB Insights
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Get Business Relationships" from CB Insights.

Add your action

An action happens after the trigger—such as "File Upload" in Neos.

You’re connected!

Zapier seamlessly connects CB Insights and Neos, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Organization ID
      Required
    • Limit
    Trigger
    Polling
    Try It
    • Organization IDs
    • Organization name
    • Organization URL
    • Keyword
    • Minimum last funding date
    • Maximum last funding date
    • Last Funding Round Categories
    • Organization Status
    • Collection IDs
    • Sector IDs
    • Industry IDs
    • Subindustry IDs
    • Continent IDs
    • Country IDs
    • Region IDs
    • State IDs
    • City IDs
    Trigger
    Polling
    Try It
    • The exact name of an organization to query.
    • The URL of an organization to query.
    Action
    Search
    • FullName
    • FirstName
    • LastName
    • Address
    • City
    • State
    • Country
    • ZipCode
    • County
    • Phone
    • Email
    • PrimaryStaff
    • Source
    • Marketing Campaign
    • Minor
    • Gender
    • CaseType
    • DateOfIncident
    • Synopsis
    • Comment
    • Note
    • File
    Action
    Write
    • Organization IDs
    • Funding Round Category IDs
    • Collection IDs
    • Sector IDs
    • Industry IDs
    • Subindustry IDs
    • Continent IDs
    • Region IDs
    • Country IDs
    • State IDs
    • City IDs
    • Investor Organization IDs
    • Minimum Deal Date
    • Maximum Deal Date
    • Limit
    Trigger
    Polling
    Try It
    • The organization id of the deal to fetch.
      Required
    Action
    Search
    • Case/Intake Number
    • Case/Intake ID
    • File
      Required
    Action
    Write
    • Case Type
      Required
    • Is a Person
      Required
    • First Party - First Name
    • First Party - Middle Name
    • First Party - Last Name
      Required
    • First Party - AKA First
    • First Party - AKA Last
    • First Party - AKA Company Name
    • First Party - Gender
    • First Party - Date Of Birth
    • First Party - Deceased
    • First Party - Date Of Death
    • First Party - Our Client
    • First Party - Party Role
      Required
    • First Party - Relationship
    • First Party - Responsible for another Party
    • First Party - Minor
    • First Party - Incapacitated
    • First Party - Date Of Majority
    • First Party - Incapacity
    • First Party - Federal ID
    • First Party - Bar Number
    • First Party - Alternate ID
    • First Party - Add Address Information
    • First Party - Add Phone Information
    • First Party - Add Email Information
    • Alternate Case Number 1
    • Alternate Case Number 2
    • Date Of Incident
    • Dormant
    • Opened Date
    • Closed Date
    • Reassigned Date
    • Synopsis
    • Docket
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect CB Insights and Neos to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your CB Insights to Neos integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About CB Insights
The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.
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Related categories
Business Intelligence
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About Neos
Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
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CRM (Customer Relationship Management)
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