Share onboarding resource files when contacts enter workflows
When a contact enters an onboarding workflow in Platform.ly, automatically generate a shared file link from Clust and deliver it to them.
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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.
Clust Explore Clust →
TriggersFires when a new file is uploaded to Clust.
Fires when a file in Clust is shared with someone new.
Fires when a folder's contents change in Clust.
Uploads a file to Clust.
Creates a new folder in Clust.
Shares a file from Clust with a link or user.
Platform.ly Explore Platform.ly →
TriggersFires when a new lead or contact is captured in Platform.ly.
Fires when a contact enters an automation in Platform.ly.
Fires when a field on a contact changes in Platform.ly.
Fires when a contact unsubscribes in Platform.ly.
Creates or updates a contact in Platform.ly.
Adds a contact to a workflow or campaign in Platform.ly.
Sends an email or message to a contact via Platform.ly.
Changes a contact's tags in Platform.ly.
More Clust + Platform.ly workflows
Create personal storage folders for newly captured leads
When a new lead is captured in Platform.ly, automatically create a dedicated folder in Clust to house their project documentation.
See details
Tag marketing contacts when new resource files are uploaded
When a new file is uploaded to a designated collateral folder in Clust, apply a specific tag to target leads in Platform.ly.
See details
See all Clust + Platform.ly integrations → · Browse the full workflow library →
Common questions
Can Knit build “Share onboarding resource files when contacts enter workflows” between Clust and Platform.ly?
Yes — describe it in the box above and Knit's Integrations Agent researches Clust and Platform.ly'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 can file uploads launch marketing campaigns?
When new content or sales collaterals are added to Clust, tags can be applied in Platform.ly to enroll interested leads into specialized email sequences.
Can target contacts receive dedicated folders when entering workflows?
Yes, when a new lead enters a specific automation stage in Platform.ly, a dedicated shared folder can be created automatically in Clust.