Dispatch agreements during chat handoffs

Whenever a chat conversation is handed off to an agent in EyeLevel.ai, automatically issue a standard agreement document for signature via Docamatic.

Try:

See all Docamatic + EyeLevel.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.

Docamatic Explore Docamatic →

Triggers

New note created

Fires when a new note or document is created in Docamatic.

Note updated

Fires when an existing note or document changes in Docamatic.

Document viewed or shared

Fires when a document in Docamatic is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in Docamatic from a saved template.

Create or append to a note

Creates a note in Docamatic or adds text to an existing one.

Convert a document to PDF

Converts a file in Docamatic to PDF.

Publish or share a document

Publishes a document from Docamatic or shares it by link.

EyeLevel.ai Explore EyeLevel.ai →

Triggers

New conversation started

Fires when a new chat or conversation begins in EyeLevel.ai.

Lead captured in chat

Fires when EyeLevel.ai captures a lead during a conversation.

Conversation handed off

Fires when EyeLevel.ai escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through EyeLevel.ai.

Generate an answer

Asks EyeLevel.ai a question against its knowledge base and returns the answer.

Summarize a conversation

Uses EyeLevel.ai to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an EyeLevel.ai conversation.

Log captured chat leads into client notes When a new lead provides their details in EyeLevel.ai, automatically append their information to a running contact note in Docamatic. See details

Notify chat users when a document is issued When a contract is sent for signature in Docamatic, automatically send a follow-up message in EyeLevel.ai to confirm receipt. See details

See all Docamatic + EyeLevel.ai integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Dispatch agreements during chat handoffs” between Docamatic and EyeLevel.ai?

Yes — describe it in the box above and Knit's Integrations Agent researches Docamatic and EyeLevel.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.

Can information gathered by EyeLevel.ai be saved directly into Docamatic?

Yes, lead details and chat summaries captured in EyeLevel.ai can automatically create or update customer notes and generate template documents in Docamatic.

How can document activities in Docamatic affect chat conversations in EyeLevel.ai?

Sending a document for signature in Docamatic can initiate automated status updates or follow-up messages in EyeLevel.ai to keep conversations moving forward.