Build dedicated customer folders for new deals
When a deal reaches a new stage in Contractors Cloud, automatically create a dedicated folder in Encircle to organize contracts, briefs, and client collateral.
See all Contractors Cloud + Encircle integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
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.
Contractors Cloud Explore Contractors Cloud →
TriggersFires when a new contact or lead is added to Contractors Cloud.
Fires when a field on a contact changes in Contractors Cloud.
Fires when a deal, case or record moves to a new stage in Contractors Cloud.
Fires when a deal is marked won in Contractors Cloud.
Creates or updates a contact in Contractors Cloud.
Creates a new deal in Contractors Cloud.
Moves a deal or record to a new stage in Contractors Cloud.
Logs a call, email, or note against a record in Contractors Cloud.
Encircle Explore Encircle →
TriggersFires when a new file is uploaded to Encircle.
Fires when a file in Encircle is shared with someone new.
Fires when a folder's contents change in Encircle.
Uploads a file to Encircle.
Creates a new folder in Encircle.
Shares a file from Encircle with a link or user.
More Contractors Cloud + Encircle workflows
Log client file updates directly to pipeline activities
When a client uploads a new document in Encircle, automatically log an activity note on the matching account in Contractors Cloud so account managers stay informed.
See details
Store signed proposals when deals are won
When a sales representative marks a deal won in Contractors Cloud, automatically share the corresponding onboarding folder in Encircle with the customer success team.
See details
See all Contractors Cloud + Encircle integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between Contractors Cloud and Encircle?
Yes — describe it in the box above and Knit's Integrations Agent researches Contractors Cloud and Encircle'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 integrating Encircle with Contractors Cloud streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in Encircle directly to deal records in Contractors Cloud, saving reps time and keeping files organized.
Can changes in customer details in Contractors Cloud update our file storage in Encircle?
Yes, when deal stages change or leads are created in Contractors Cloud, project folders can be created or updated automatically in Encircle.