Neota Logic Now Integrates With Salesforce

Neota Logic Now Integrates With Salesforce

AI firm integrates their Expert Advisor and Documentation Apps With Global Leader of CRM


New York, NY –-August 10, 2017–-Neota Logic, creators of a leading artificial intelligence (AI)-driven platform for the intelligent automation of expertise, documents, and business processes, launched an integration today with the global leader of CRM, Salesforce.

The integration allows Neota Logic clients to embed their expert advisor and documentation apps directly into their Salesforce instance, making it easier to access their work and pull information from their customer data into an app when needed.

“Our clients want to use Neota Logic to enhance the investments they have already made in other enterprise technologies. Incorporating Neota Logic’s reasoning capabilities into tools that our clients use every day, like Salesforce, makes those tools more powerful, our technology more versatile, and our client’s businesses more successful. It’s a win-win-win situation,” said Andrew Shimek, COO and President of Neota Logic.

Additional enhancements that enable users to harness the power of Neota Logic fully through its integration with Salesforce include the ability to:

  • Launch Neota Logic applications from Salesforce to create contracts, statements of work or other workflows.
  • Update Salesforce meta data automatically based on a Neota Logic application session.
  • Append contracts and other documents automatically back to Salesforce post execution via a Neota Logic application.

About Neota Logic

Neota Logic delivers artificial intelligence software that makes doing business easier. Our AI software platform and reasoning engine enable our clients to automate their expertise intelligently at internet scale through applications accessible 24/7, and to improve business decisions while reducing risks and costs. For more information on all of our integrations, visit

More News Articles
Legaltech Hub Product Briefing showcases the latest Neota platform enhancements

Previewing new app-building environment, solution-design capabilities, and AI workflow functionality Neota CEO, Julian Uebergang, recently caught up with Nikki Shaver, CEO of Legaltech Hub, for a Product Briefing looking into the Neota platform and a sneak peek of our powerful new app-building and solution-design environments. Julian expands on how the platform has developed with customer…

Neota Releases Azure OpenAI Building Block

Empowering Businesses to Deliver Practical and Reliable GenAI Solutions for Process Automation New York, NY - May 16, 2024: Neota is proud to announce the availability of its Azure OpenAI Building Block, a powerful enhancement to its market-leading no-code automation platform. This new Building Block is designed to enable easy integration of Generative AI capabilities…