Build client onboarding hubs for won deals
When a deal is won in CompanyHub, automatically create a page from a template in Process Street to house client handoff and onboarding materials.
See all CompanyHub + Process Street integrations or talk to a human
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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.
CompanyHub Explore CompanyHub →
TriggersFires when a new contact or lead is added to CompanyHub.
Fires when a field on a contact changes in CompanyHub.
Fires when a deal, case or record moves to a new stage in CompanyHub.
Fires when a deal is marked won in CompanyHub.
Creates or updates a contact in CompanyHub.
Creates a new deal in CompanyHub.
Moves a deal or record to a new stage in CompanyHub.
Logs a call, email, or note against a record in CompanyHub.
Process Street Explore Process Street →
TriggersFires when a new page or doc is created in Process Street.
Fires when a new record is added to a database or table in Process Street.
Fires when a doc in Process Street is published or shared.
Fires when a status field changes on a record in Process Street.
Starts a new page in Process Street from a saved template.
Creates or updates a record in Process Street.
Adds text to the end of an existing doc in Process Street.
Moves a page in Process Street into a different space.
More CompanyHub + Process Street workflows
Log meeting summary documents to contact timelines
When a document is published in Process Street, automatically log an activity on the corresponding contact in CompanyHub so sales reps stay updated.
See details
Sync document statuses with sales deal stages
When a deal stage changed in CompanyHub, automatically update the matching project record status in Process Street to keep cross-functional teams informed.
See details
See all CompanyHub + Process Street integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build client onboarding hubs for won deals” between CompanyHub and Process Street?
Yes — describe it in the box above and Knit's Integrations Agent researches CompanyHub and Process Street'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.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in CompanyHub can automatically create a client onboarding hub from a template in Process Street.
How can published client docs update our sales records?
Publishing research notes or customer documents in Process Street can automatically log activities on contact profiles in CompanyHub.