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