Notify chat users when a document is issued

When a contract is sent for signature in Cleft, automatically send a follow-up message in AI Number to confirm receipt.

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See all AI Number + Cleft 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.

AI Number Explore AI Number →

Triggers

New conversation started

Fires when a new chat or conversation begins in AI Number.

Lead captured in chat

Fires when AI Number captures a lead during a conversation.

Conversation handed off

Fires when AI Number escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through AI Number.

Generate an answer

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

Summarize a conversation

Uses AI Number to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an AI Number conversation.

Cleft Explore Cleft →

Triggers

New note created

Fires when a new note or document is created in Cleft.

Note updated

Fires when an existing note or document changes in Cleft.

Document sent for signature

Fires when a document in Cleft is sent out for signature.

Actions

Create a document from a template

Generates a new document in Cleft from a saved template.

Create or append to a note

Creates a note in Cleft or adds text to an existing one.

Convert a document to PDF

Converts a file in Cleft to PDF.

Send a document for signature

Sends a document from Cleft out for signature.

Log captured chat leads into client notes When a new lead provides their details in AI Number, automatically append their information to a running contact note in Cleft. See details

Dispatch agreements during chat handoffs Whenever a chat conversation is handed off to an agent in AI Number, automatically issue a standard agreement document for signature via Cleft. See details

See all AI Number + Cleft integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Notify chat users when a document is issued” between AI Number and Cleft?

Yes — describe it in the box above and Knit's Integrations Agent researches AI Number and Cleft'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.

Can information gathered by AI Number be saved directly into Cleft?

Yes, lead details and chat summaries captured in AI Number can automatically create or update customer notes and generate template documents in Cleft.

How can document activities in Cleft affect chat conversations in AI Number?

Sending a document for signature in Cleft can initiate automated status updates or follow-up messages in AI Number to keep conversations moving forward.