Alert sales reps to new incoming leads
When a new lead is created in Clio, send a direct message in Lexamica to assign and notify the responsible salesperson.
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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.
Clio Explore Clio →
TriggersFires when a new lead or contact is created in Clio.
Fires when a deal moves to a new stage in Clio.
Fires when a deal is marked won in Clio.
Fires when a field on a contact changes in Clio.
Creates or updates a contact in Clio.
Creates a new deal in Clio.
Moves a deal to a new stage in Clio.
Logs a call, email, or note against a record in Clio.
Lexamica Explore Lexamica →
TriggersFires when a new message is posted to a channel in Lexamica.
Fires when a new channel is created in Lexamica.
Fires when your team or a keyword is mentioned in Lexamica.
Fires when a new file is shared in Lexamica.
Posts a message to a channel in Lexamica.
Sends a direct message to a specific person in Lexamica.
Reacts to a message in Lexamica.
Adds a user to a channel in Lexamica.
More Clio + Lexamica workflows
Celebrate closed deals in team channels
When a deal is marked as won in Clio, automatically send a celebration message to your team channel in Lexamica.
See details
Log team discussions into CRM contact histories
When a new message is posted in Lexamica, automatically log the details as an activity against the contact record in Clio.
See details
See all Clio + Lexamica integrations → · Browse the full workflow library →
Common questions
Can Knit build “Alert sales reps to new incoming leads” between Clio and Lexamica?
Yes — describe it in the box above and Knit's Integrations Agent researches Clio and Lexamica'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 Lexamica to Clio help sales teams close deals faster?
Sales reps receive instant channel updates in Lexamica whenever high-value leads or deal status changes occur in Clio, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in Lexamica can be automatically logged as activity notes in Clio.