Send text messages to newly created leads

When a new lead is created in Agile, automatically send a welcome SMS via Calley to establish immediate contact.

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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.

Calley Explore Calley →

Triggers

New inbound SMS

Fires when a new text message is received in Calley.

New call

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

Missed call

Fires when a call is missed in Calley.

Call recording ready

Fires when a call recording finishes processing in Calley.

Actions

Send an SMS or MMS

Sends a text message through Calley.

Place an outbound call

Starts an outbound call via Calley.

Create or update a contact

Creates or updates a contact in Calley.

Send a voice message

Sends a recorded voice message via Calley.

Agile Explore Agile →

Triggers

New contact or lead

Fires when a new contact or lead is added to Agile.

Contact updated

Fires when a field on a contact changes in Agile.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Agile.

Deal won

Fires when a deal is marked won in Agile.

Actions

Create or update contact

Creates or updates a contact in Agile.

Create deal

Creates a new deal in Agile.

Update record stage

Moves a deal or record to a new stage in Agile.

Log activity

Logs a call, email, or note against a record in Agile.

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

Dispatch text confirmations on won deals When a deal is won in Agile, send an automated SMS via Calley to confirm details with the client. See details

See all Calley + Agile integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Calley and Agile?

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

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

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

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