Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Affinity, automatically instruct Dashworks to send a targeted follow-up or answer prospective buyer questions.
See all Dashworks + Affinity 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.
Dashworks Explore Dashworks →
TriggersFires when a new chat or conversation begins in Dashworks.
Fires when Dashworks captures a lead during a conversation.
Fires when Dashworks escalates a conversation to a human.
Sends a message to a user through Dashworks.
Asks Dashworks a question against its knowledge base and returns the answer.
Uses Dashworks to summarize a chat transcript.
Opens a support ticket from an Dashworks conversation.
Affinity Explore Affinity →
TriggersFires when a new lead or contact is created in Affinity.
Fires when a deal moves to a new stage in Affinity.
Fires when a deal is marked won in Affinity.
Fires when a field on a contact changes in Affinity.
Creates or updates a contact in Affinity.
Creates a new deal in Affinity.
Moves a deal to a new stage in Affinity.
Logs a call, email, or note against a record in Affinity.
More Dashworks + Affinity workflows
Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Dashworks, automatically create or update their contact profile and log the activity in Affinity.
See details
Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Dashworks, automatically create a new sales deal in Affinity so account executives can take over seamless follow-up.
See details
See all Dashworks + Affinity integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send personalized AI chatbot messages when deal stages change” between Dashworks and Affinity?
Yes — describe it in the box above and Knit's Integrations Agent researches Dashworks and Affinity'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 Dashworks are immediately passed to Affinity 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 Dashworks, details and interaction logs can automatically update contact profiles or deal stages in Affinity.