Engage AgentLocator

Log team discussions into CRM contact histories

When a new message is posted in Engage, automatically log the details as an activity against the contact record in AgentLocator.

Try:

See all Engage + AgentLocator 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.

Engage Explore Engage →

Triggers
New message posted

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

New channel created

Fires when a new channel is created in Engage.

Mentioned in a message

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

New file shared

Fires when a new file is shared in Engage.

Actions
Send channel message

Posts a message to a channel in Engage.

Send direct message

Sends a direct message to a specific person in Engage.

Add reaction

Reacts to a message in Engage.

Invite user to channel

Adds a user to a channel in Engage.

AgentLocator Explore AgentLocator →

Triggers
New contact or lead

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

Contact updated

Fires when a field on a contact changes in AgentLocator.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in AgentLocator.

Actions
Create or update contact

Creates or updates a contact in AgentLocator.

Create deal

Creates a new deal in AgentLocator.

Update record stage

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

Log activity

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

Celebrate closed deals in team channels When a deal is marked as won in AgentLocator, automatically send a celebration message to your team channel in Engage. See details
Alert sales reps to new incoming leads When a new lead is created in AgentLocator, send a direct message in Engage to assign and notify the responsible salesperson. See details

See all Engage + AgentLocator integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log team discussions into CRM contact histories” between Engage and AgentLocator?

Yes — describe it in the box above and Knit's Integrations Agent researches Engage and AgentLocator'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 Engage to AgentLocator help sales teams close deals faster?

Sales reps receive instant channel updates in Engage whenever high-value leads or deal status changes occur in AgentLocator, allowing rapid team collaboration.

Can chat conversations be tracked in customer profiles?

Yes, important conversations or messages posted in Engage can be automatically logged as activity notes in AgentLocator.

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