Send text messages to newly created leads

When a new lead is created in Cloze, automatically send a welcome SMS via Nextiva 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.

Cloze Explore Cloze →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Cloze.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Cloze.

Actions

Create or update contact

Creates or updates a contact in Cloze.

Create deal

Creates a new deal in Cloze.

Update record stage

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

Log activity

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

Nextiva Explore Nextiva →

Triggers

New inbound SMS

Fires when a new text message is received in Nextiva.

New call

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

Missed call

Fires when a call is missed in Nextiva.

Call recording ready

Fires when a call recording finishes processing in Nextiva.

Actions

Send an SMS or MMS

Sends a text message through Nextiva.

Place an outbound call

Starts an outbound call via Nextiva.

Create or update a contact

Creates or updates a contact in Nextiva.

Send a voice message

Sends a recorded voice message via Nextiva.

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

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

See all Cloze + Nextiva integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Cloze and Nextiva?

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

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

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

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