Store signed proposals when deals are won
When a sales representative marks a deal won in 17hats, automatically share the corresponding onboarding folder in CloudSpot with the customer success team.
Google for Startups AcceleratorHow 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.
17hats Explore 17hats →
TriggersFires when a new contact or lead is added to 17hats.
Fires when a field on a contact changes in 17hats.
Fires when a deal, case or record moves to a new stage in 17hats.
Fires when a deal is marked won in 17hats.
Creates or updates a contact in 17hats.
Creates a new deal in 17hats.
Moves a deal or record to a new stage in 17hats.
Logs a call, email, or note against a record in 17hats.
CloudSpot Explore CloudSpot →
TriggersFires when a new file is uploaded to CloudSpot.
Fires when a file in CloudSpot is shared with someone new.
Fires when a folder's contents change in CloudSpot.
Uploads a file to CloudSpot.
Creates a new folder in CloudSpot.
Shares a file from CloudSpot with a link or user.
More 17hats + CloudSpot workflows
See all 17hats + CloudSpot integrations → · Browse the full workflow library →
Enterprise-grade security
Common questions
Can Knit build “Store signed proposals when deals are won” between 17hats and CloudSpot?
Yes — describe it in the box above and Knit's Integrations Agent researches 17hats and CloudSpot'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 integrating CloudSpot with 17hats streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in CloudSpot directly to deal records in 17hats, saving reps time and keeping files organized.
Can changes in customer details in 17hats update our file storage in CloudSpot?
Yes, when deal stages change or leads are created in 17hats, project folders can be created or updated automatically in CloudSpot.