Post qualified lead alerts to team channels

When a lead is qualified by an agent in Relevance AI, automatically send a channel message in DoubleTick with key qualification details.

Try:

See all DoubleTick + Relevance 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.

DoubleTick Explore DoubleTick →

Triggers

New message posted

Fires when a new message is posted to a channel in DoubleTick.

New channel created

Fires when a new channel is created in DoubleTick.

Mentioned in a message

Fires when your team or a keyword is mentioned in DoubleTick.

New file shared

Fires when a new file is shared in DoubleTick.

Actions

Send channel message

Posts a message to a channel in DoubleTick.

Send direct message

Sends a direct message to a specific person in DoubleTick.

Add reaction

Reacts to a message in DoubleTick.

Invite user to channel

Adds a user to a channel in DoubleTick.

Relevance AI Explore Relevance AI →

Triggers

Agent run completed

Fires when an Relevance AI agent finishes a task or run.

Call or conversation completed

Fires when an Relevance AI agent finishes a call or conversation.

Lead qualified by agent

Fires when an Relevance AI agent marks a lead qualified.

Actions

Run an agent or tool

Triggers an Relevance AI agent or tool with a set of inputs.

Start an outbound call

Has an Relevance AI agent place an outbound call.

Add a lead to a campaign

Adds a lead to an outreach campaign in Relevance AI.

Launch AI agents from chat mentions When mentioned in a message in DoubleTick, automatically run an agent in Relevance AI to process the request. See details

Send call summaries to team channels When a call or conversation is completed in Relevance AI, automatically send a direct message in DoubleTick summarizing key insights. See details

See all DoubleTick + Relevance AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Post qualified lead alerts to team channels” between DoubleTick and Relevance AI?

Yes — describe it in the box above and Knit's Integrations Agent researches DoubleTick and Relevance 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 do Relevance AI and DoubleTick interact?

AI agents can send updates and alerts into team channels in DoubleTick, while chat mentions or new messages in DoubleTick can launch agents in Relevance AI.

Can AI qualification updates notify sales channels automatically?

Yes, when Relevance AI qualifies a lead, it can automatically send a channel message or direct message in DoubleTick to alert the sales team.