ClientPoint + Commas Integrations
Put ClientPoint + Commas to work with AI and enterprise-grade automation
Learn more about ClientPoint integrations or talk to a human
4.9/5 on G2·
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Workflows you can build between ClientPoint and Commas
See the kind of workflows teams build with ClientPoint and Commas below — describe the exact one you want above and the Agent builds it on demand.
ClientPoint + Commas
When a user joins Discord via Commas, update their client profile in ClientPoint.
Sync newly created leads across CRM platforms
When a new lead is captured in ClientPoint, automatically create or update the matching contact in Commas to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Commas, update the corresponding opportunity stage in ClientPoint for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in ClientPoint, log a status update activity on the corresponding account record in Commas.
See details
Browse the full workflow library →
Looking to achieve something else with ClientPoint and Commas?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ClientPoint and Commas
Everything ClientPoint and Commas can do inside a workflow — the triggers that start one and the actions that run when it fires.
ClientPoint Explore ClientPoint →
ClientPoint is an enterprise proposal and relationship management platform that helps sales teams create and track business documents.
TriggersTriggers when a ClientPoint is approved.
Triggers when a ClientPoint is signed.
Triggers when a new Clientpoint is Created.
Triggers when a Clientpoint is Updated.
Add a new Link whether its a webpage or youtube video to embed in ClientPoint.
Mark ClientPoint as Approved so it can be sent, print, signed
Retrieves analytics data for ClientPoints.
Create a Clientpoint Notes. This will add a note to the clientpoint.
Creates a new ClientPoint in the app.
Generates a document from a template and replaces merge fields with data if provided.
Commas Explore Commas →
A customer relationship management platform designed to help sales teams track leads, optimize sales pipelines, and boost revenue.
TriggersTriggers when any transaction is disputed by the customer.
Triggers when a disputed is marked lost.
Triggers when a dispute is marked won.
Triggers when a Lead is Qualified.
Triggers when any payment fails on FanBasis.
Triggers when a user joins discord server.
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Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about ClientPoint + Commas
Is there a pre-built ClientPoint + Commas automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ClientPoint and Commas's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ClientPoint or Commas connector?
No. The Agent works whether or not ClientPoint or Commas already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.