Publish customer case studies upon closing deals
When a deal is marked won in Close, automatically create a new showcase story item in Disciple for your team to finalize.
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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.
Close Explore Close →
TriggersFires when a new lead or contact is created in Close.
Fires when a deal moves to a new stage in Close.
Fires when a deal is marked won in Close.
Fires when a field on a contact changes in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal to a new stage in Close.
Logs a call, email, or note against a record in Close.
Disciple Explore Disciple →
TriggersFires when a new page or post is published on Disciple.
Fires when a form on Disciple is submitted.
Fires when a CMS item is updated on Disciple.
Publishes or updates a page on Disciple.
Creates a new CMS item on Disciple.
Updates existing content on Disciple.
More Close + Disciple workflows
Turn web form submissions into CRM leads
When a visitor submits a contact or inquiry form in Disciple, automatically create or update their contact profile in Close.
See details
Track website content updates in sales records
When a CMS item is updated in Disciple, automatically log the activity under the associated client record in Close.
See details
See all Close + Disciple integrations → · Browse the full workflow library →
Common questions
Can Knit build “Publish customer case studies upon closing deals” between Close and Disciple?
Yes — describe it in the box above and Knit's Integrations Agent researches Close and Disciple'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 Close with Disciple improve sales pipeline efficiency?
It eliminates manual data entry by converting web form submissions directly into qualified contacts and deals in your CRM.
Can updates in Close change content published on Disciple?
Yes, updates to contacts or deals can automatically modify content items or publish new pages on your website.