When live call: customer lookup requested (advanced) in Marlie AI, sync it to Contractors Cloud.

When a customer lookup is requested during a live call in Marlie AI, sync customer data with Contractors Cloud.

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See all Contractors Cloud + Marlie AI 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.

Contractors Cloud Explore Contractors Cloud →

Triggers

New contact or lead

Fires when a new contact or lead is added to Contractors Cloud.

Contact updated

Fires when a field on a contact changes in Contractors Cloud.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Contractors Cloud.

Actions

Create or update contact

Creates or updates a contact in Contractors Cloud.

Create deal

Creates a new deal in Contractors Cloud.

Update record stage

Moves a deal or record to a new stage in Contractors Cloud.

Log activity

Logs a call, email, or note against a record in Contractors Cloud.

Marlie AI Explore Marlie AI →

Triggers

New conversation started

Fires when a new chat or conversation begins in Marlie AI.

Lead captured in chat

Fires when Marlie AI captures a lead during a conversation.

Conversation handed off

Fires when Marlie AI escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Marlie AI.

Generate an answer

Asks Marlie AI a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Marlie AI to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Marlie AI conversation.

Convert chatbot lead captures into new CRM contacts When a visitor provides contact details during a chat in Marlie AI, automatically create or update their contact profile and log the activity in Contractors Cloud. See details

Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Marlie AI, automatically create a new sales deal in Contractors Cloud so account executives can take over seamless follow-up. See details

Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in Contractors Cloud, automatically instruct Marlie AI to send a targeted follow-up or answer prospective buyer questions. See details

See all Contractors Cloud + Marlie AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When live call: customer lookup requested (advanced) in Marlie AI, sync it to Contractors Cloud.” between Contractors Cloud and Marlie AI?

Yes — describe it in the box above and Knit's Integrations Agent researches Contractors Cloud and Marlie AI'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 a chatbot to my CRM benefit my sales team?

Leads gathered by Marlie AI are immediately passed to Contractors Cloud as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in Marlie AI, details and interaction logs can automatically update contact profiles or deal stages in Contractors Cloud.