Send personalized AI chatbot messages when deal stages change

When a lead moves to a specific deal stage in CASEpeer, automatically instruct Manus to send a targeted follow-up or answer prospective buyer questions.

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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.

CASEpeer Explore CASEpeer →

Triggers

New lead created

Fires when a new lead or contact is created in CASEpeer.

Deal stage changed

Fires when a deal moves to a new stage in CASEpeer.

Deal won

Fires when a deal is marked won in CASEpeer.

Contact updated

Fires when a field on a contact changes in CASEpeer.

Actions

Create or update contact

Creates or updates a contact in CASEpeer.

Create deal

Creates a new deal in CASEpeer.

Update deal stage

Moves a deal to a new stage in CASEpeer.

Log activity

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

Manus Explore Manus →

Triggers

New conversation started

Fires when a new chat or conversation begins in Manus.

Lead captured in chat

Fires when Manus captures a lead during a conversation.

Conversation handed off

Fires when Manus escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Manus.

Generate an answer

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

Summarize a conversation

Uses Manus to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Manus conversation.

Convert chatbot lead captures into new CRM contacts When a visitor provides contact details during a chat in Manus, automatically create or update their contact profile and log the activity in CASEpeer. See details

Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Manus, automatically create a new sales deal in CASEpeer so account executives can take over seamless follow-up. See details

See all CASEpeer + Manus integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send personalized AI chatbot messages when deal stages change” between CASEpeer and Manus?

Yes — describe it in the box above and Knit's Integrations Agent researches CASEpeer and Manus'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 a chatbot to my CRM benefit my sales team?

Leads gathered by Manus are immediately passed to CASEpeer as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in Manus, details and interaction logs can automatically update contact profiles or deal stages in CASEpeer.