Build dedicated customer folders for new deals
When a deal reaches a new stage in ServiceM8, automatically create a dedicated folder in Encircle to organize contracts, briefs, and client collateral.
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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.
Encircle Explore Encircle →
TriggersFires when a new file is uploaded to Encircle.
Fires when a file in Encircle is shared with someone new.
Fires when a folder's contents change in Encircle.
Uploads a file to Encircle.
Creates a new folder in Encircle.
Shares a file from Encircle with a link or user.
ServiceM8 Explore ServiceM8 →
TriggersFires when a new contact or lead is added to ServiceM8.
Fires when a field on a contact changes in ServiceM8.
Fires when a deal, case or record moves to a new stage in ServiceM8.
Fires when a deal is marked won in ServiceM8.
Creates or updates a contact in ServiceM8.
Creates a new deal in ServiceM8.
Moves a deal or record to a new stage in ServiceM8.
Logs a call, email, or note against a record in ServiceM8.
More Encircle + ServiceM8 workflows
Log client file updates directly to pipeline activities
When a client uploads a new document in Encircle, automatically log an activity note on the matching account in ServiceM8 so account managers stay informed.
See details
Store signed proposals when deals are won
When a sales representative marks a deal won in ServiceM8, automatically share the corresponding onboarding folder in Encircle with the customer success team.
See details
See all Encircle + ServiceM8 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between Encircle and ServiceM8?
Yes — describe it in the box above and Knit's Integrations Agent researches Encircle and ServiceM8'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 integrating Encircle with ServiceM8 streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in Encircle directly to deal records in ServiceM8, saving reps time and keeping files organized.
Can changes in customer details in ServiceM8 update our file storage in Encircle?
Yes, when deal stages change or leads are created in ServiceM8, project folders can be created or updated automatically in Encircle.