Delibr Sansan

When new business card in Sansan, sync it to Delibr.

When a new business card is scanned in Sansan, sync details to Delibr.

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See all Delibr + Sansan 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.

Delibr Explore Delibr →

Triggers
New task created

Fires when a new task, job or item is created in Delibr.

Task completed

Fires when a task in Delibr is marked complete.

Due date approaching

Fires when a task's due date in Delibr is coming up.

Status changed

Fires when a task, job or project changes status in Delibr.

Actions
Create task

Creates a new task, job or item in Delibr.

Update task

Updates a task's status or assignee in Delibr.

Add comment

Posts a comment on a task in Delibr.

Assign task

Assigns a task in Delibr to a team member.

Sansan Explore Sansan →

Triggers
New contact or lead

Fires when a new contact or lead is added to Sansan.

Contact updated

Fires when a field on a contact changes in Sansan.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Sansan.

Actions
Create or update contact

Creates or updates a contact in Sansan.

Create deal

Creates a new deal in Sansan.

Update record stage

Moves a deal or record to a new stage in Sansan.

Log activity

Logs a call, email, or note against a record in Sansan.

Generate project tasks when deals are won When a deal is won in Sansan, automatically create a project task in Delibr to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Delibr, automatically update the deal stage in Sansan to keep sales reps informed. See details
Log activity in CRM when task comments are added When a comment is added to a client task in Delibr, automatically log the activity in Sansan on the customer record. See details

See all Delibr + Sansan integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new business card in Sansan, sync it to Delibr.” between Delibr and Sansan?

Yes — describe it in the box above and Knit's Integrations Agent researches Delibr and Sansan'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 Delibr and Sansan help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Sansan automatically spin up project tasks?

Yes, when a deal is won or changes stages in Sansan, you can instantly create initial project tasks in Delibr.

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