Log captured chat leads into client notes

When a new lead provides their details in AirOps, automatically append their information to a running contact note in Clust.

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See all AirOps + Clust 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.

AirOps Explore AirOps →

Triggers

New conversation started

Fires when a new chat or conversation begins in AirOps.

Lead captured in chat

Fires when AirOps captures a lead during a conversation.

Conversation handed off

Fires when AirOps escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through AirOps.

Generate an answer

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

Summarize a conversation

Uses AirOps to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an AirOps conversation.

Clust Explore Clust →

Triggers

New note created

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

Note updated

Fires when an existing note or document changes in Clust.

Document sent for signature

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

Actions

Create a document from a template

Generates a new document in Clust from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in Clust to PDF.

Send a document for signature

Sends a document from Clust out for signature.

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

Notify chat users when a document is issued When a contract is sent for signature in Clust, automatically send a follow-up message in AirOps to confirm receipt. See details

See all AirOps + Clust integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log captured chat leads into client notes” between AirOps and Clust?

Yes — describe it in the box above and Knit's Integrations Agent researches AirOps and Clust'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 AirOps be saved directly into Clust?

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

How can document activities in Clust affect chat conversations in AirOps?

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