Generate custom contract documents for new leads

When a new lead is captured in RD Station, automatically create a document from a template in Gerar Certificado pre-populated with contact details.

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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.

Gerar Certificado Explore Gerar Certificado →

Triggers

New note created

Fires when a new note or document is created in Gerar Certificado.

Note updated

Fires when an existing note or document changes in Gerar Certificado.

Document sent for signature

Fires when a document in Gerar Certificado is sent out for signature.

Actions

Create a document from a template

Generates a new document in Gerar Certificado from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in Gerar Certificado to PDF.

Send a document for signature

Sends a document from Gerar Certificado out for signature.

RD Station Explore RD Station →

Triggers

New lead captured

Fires when a new lead or contact is captured in RD Station.

Contact enters a workflow

Fires when a contact enters an automation in RD Station.

Contact updated

Fires when a field on a contact changes in RD Station.

Contact unsubscribed

Fires when a contact unsubscribes in RD Station.

Actions

Create or update a contact

Creates or updates a contact in RD Station.

Add a contact to a campaign

Adds a contact to a workflow or campaign in RD Station.

Send a message

Sends an email or message to a contact via RD Station.

Apply or remove a tag

Changes a contact's tags in RD Station.

Enroll leads in campaigns when documents are sent for signature When a document is sent for signature in Gerar Certificado, automatically add the matching contact to a targeted follow-up campaign in RD Station. See details

Append lead activity updates directly to customer notes When a contact enters a strategic workflow in RD Station, automatically append lead activity details to their designated note in Gerar Certificado. See details

See all Gerar Certificado + RD Station integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom contract documents for new leads” between Gerar Certificado and RD Station?

Yes — describe it in the box above and Knit's Integrations Agent researches Gerar Certificado and RD Station'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 Gerar Certificado and RD Station aid sales and marketing teams?

Connecting Gerar Certificado with RD Station automates proposal generation, ensures lead records reflect contract signature status, and keeps contact notes aligned across departments.

Can capturing a new lead in RD Station prepare a document in Gerar Certificado?

Yes, when prospective clients complete forms in RD Station, templates in Gerar Certificado can automatically generate personalized agreements or briefing notes.