Dispatch text confirmations on won deals

When a deal is won in Agency Elephant, send an automated SMS via Twilio to confirm details with the client.

Try:

See all Agency Elephant + Twilio 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.

Agency Elephant Explore Agency Elephant →

Triggers

New lead created

Fires when a new lead or contact is created in Agency Elephant.

Deal stage changed

Fires when a deal moves to a new stage in Agency Elephant.

Deal won

Fires when a deal is marked won in Agency Elephant.

Contact updated

Fires when a field on a contact changes in Agency Elephant.

Actions

Create or update contact

Creates or updates a contact in Agency Elephant.

Create deal

Creates a new deal in Agency Elephant.

Update deal stage

Moves a deal to a new stage in Agency Elephant.

Log activity

Logs a call, email, or note against a record in Agency Elephant.

Twilio Explore Twilio →

Triggers

New inbound SMS

Fires when a new text message is received in Twilio.

New call

Fires when a new call comes in or out through Twilio.

Missed call

Fires when a call is missed in Twilio.

Call recording ready

Fires when a call recording finishes processing in Twilio.

Actions

Send an SMS or MMS

Sends a text message through Twilio.

Place an outbound call

Starts an outbound call via Twilio.

Create or update a contact

Creates or updates a contact in Twilio.

Send a voice message

Sends a recorded voice message via Twilio.

Send text messages to newly created leads When a new lead is created in Agency Elephant, automatically send a welcome SMS via Twilio to establish immediate contact. See details

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Twilio, automatically log the activity on the contact's record in Agency Elephant. See details

See all Agency Elephant + Twilio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Dispatch text confirmations on won deals” between Agency Elephant and Twilio?

Yes — describe it in the box above and Knit's Integrations Agent researches Agency Elephant and Twilio'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 Agency Elephant and Twilio help track phone communications?

Inbound calls, text messages, and missed calls handled in Twilio can automatically log activities or update lead profiles directly inside Agency Elephant.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Agency Elephant can prompt Twilio to send an automated SMS confirmation or message to the client.