Provision CRM access for new identity users
When a new user is created in IdentityCheck, automatically create or update a corresponding team contact in Circle with appropriate permissions.
See all IdentityCheck + Circle integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
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.
IdentityCheck Explore IdentityCheck →
TriggersFires when a new user account is created in IdentityCheck.
Fires when an existing user's profile is updated in IdentityCheck.
Fires when a new security or access event is logged in IdentityCheck.
Creates a new user account in IdentityCheck.
Adds a user to a group in IdentityCheck.
Deactivates a user's access in IdentityCheck.
Assigns a role or permission level to a user in IdentityCheck.
Circle Explore Circle →
TriggersFires when a new lead or contact is created in Circle.
Fires when a deal moves to a new stage in Circle.
Fires when a deal is marked won in Circle.
Fires when a field on a contact changes in Circle.
Creates or updates a contact in Circle.
Creates a new deal in Circle.
Moves a deal to a new stage in Circle.
Logs a call, email, or note against a record in Circle.
More IdentityCheck + Circle workflows
Assign identity security roles when deals are won
When a deal is marked won in Circle, automatically assign enhanced product or portal access roles to the client in IdentityCheck.
See details
Log security events as CRM activity
When a security event is detected for an account in IdentityCheck, automatically log an activity in Circle so account managers are aware of potential security alerts.
See details
See all IdentityCheck + Circle integrations → · Browse the full workflow library →
Common questions
Can Knit build “Provision CRM access for new identity users” between IdentityCheck and Circle?
Yes — describe it in the box above and Knit's Integrations Agent researches IdentityCheck and Circle'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 IdentityCheck and Circle improve sales team onboarding?
When a new employee account is provisioned in IdentityCheck, Circle can automatically create or update the user contact profile and grant CRM access permissions.
Can identity security events alter CRM access?
Yes, if a security event occurs or a user is deactivated in IdentityCheck, their CRM permissions in Circle can be revoked immediately to protect sensitive client data.