Send client contracts upon lead qualification

When a lead is qualified by an agent in Retell AI, automatically build an agreement from template in AuditCase and send it for signature.

Try:

See all AuditCase + Retell AI 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.

AuditCase Explore AuditCase →

Triggers

New note created

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

Note updated

Fires when an existing note or document changes in AuditCase.

Document viewed or shared

Fires when a document in AuditCase is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in AuditCase from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in AuditCase to PDF.

Publish or share a document

Publishes a document from AuditCase or shares it by link.

Retell AI Explore Retell AI →

Triggers

Agent run completed

Fires when an Retell AI agent finishes a task or run.

Call or conversation completed

Fires when an Retell AI agent finishes a call or conversation.

Lead qualified by agent

Fires when an Retell AI agent marks a lead qualified.

Actions

Run an agent or tool

Triggers an Retell AI agent or tool with a set of inputs.

Start an outbound call

Has an Retell AI agent place an outbound call.

Add a lead to a campaign

Adds a lead to an outreach campaign in Retell AI.

Append AI conversation summaries to meeting notes When an AI conversation finishes in Retell AI, automatically append key takeaways and summary notes directly into a designated document in AuditCase. See details

Launch AI outreach when contracts are signed When a document is completed in AuditCase, automatically run an agent in Retell AI to kick off client onboarding. See details

See all AuditCase + Retell AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send client contracts upon lead qualification” between AuditCase and Retell AI?

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

What is the main advantage of integrating Retell AI with AuditCase?

It eliminates manual note-taking and administrative work by automatically documenting AI interactions and launching workflow steps based on document status changes.

Can signed agreements in AuditCase start AI conversations?

Yes, when a document is signed in AuditCase, an automated agent in Retell AI can immediately start an outbound call or launch a follow-up outreach workflow.