Alert sales reps to new incoming leads

When a new lead is created in IDX Leads, send a direct message in WhatsApp Notifications to assign and notify the responsible salesperson.

Try:

See all IDX Leads + WhatsApp Notifications integrations or talk to a human

Trusted by teams already building on Knit·

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.

IDX Leads Explore IDX Leads →

Triggers

New lead created

Fires when a new lead or contact is created in IDX Leads.

Deal stage changed

Fires when a deal moves to a new stage in IDX Leads.

Deal won

Fires when a deal is marked won in IDX Leads.

Contact updated

Fires when a field on a contact changes in IDX Leads.

Actions

Create or update contact

Creates or updates a contact in IDX Leads.

Create deal

Creates a new deal in IDX Leads.

Update deal stage

Moves a deal to a new stage in IDX Leads.

Log activity

Logs a call, email, or note against a record in IDX Leads.

WhatsApp Notifications Explore WhatsApp Notifications →

Triggers

New message posted

Fires when a new message is posted to a channel in WhatsApp Notifications.

New channel created

Fires when a new channel is created in WhatsApp Notifications.

Mentioned in a message

Fires when your team or a keyword is mentioned in WhatsApp Notifications.

New file shared

Fires when a new file is shared in WhatsApp Notifications.

Actions

Send channel message

Posts a message to a channel in WhatsApp Notifications.

Send direct message

Sends a direct message to a specific person in WhatsApp Notifications.

Add reaction

Reacts to a message in WhatsApp Notifications.

Invite user to channel

Adds a user to a channel in WhatsApp Notifications.

Celebrate closed deals in team channels When a deal is marked as won in IDX Leads, automatically send a celebration message to your team channel in WhatsApp Notifications. See details

Log team discussions into CRM contact histories When a new message is posted in WhatsApp Notifications, automatically log the details as an activity against the contact record in IDX Leads. See details

See all IDX Leads + WhatsApp Notifications integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Alert sales reps to new incoming leads” between IDX Leads and WhatsApp Notifications?

Yes — describe it in the box above and Knit's Integrations Agent researches IDX Leads and WhatsApp Notifications'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 WhatsApp Notifications to IDX Leads help sales teams close deals faster?

Sales reps receive instant channel updates in WhatsApp Notifications whenever high-value leads or deal status changes occur in IDX Leads, allowing rapid team collaboration.

Can chat conversations be tracked in customer profiles?

Yes, important conversations or messages posted in WhatsApp Notifications can be automatically logged as activity notes in IDX Leads.