Indy Easify

Indy + Easify Integrations

Put Indy + Easify to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Indy and Easify below — describe the exact one you want above and the Agent builds it on demand.

Indy + Easify When a new SMS is received in Easify, record the interaction details in Indy.
Celebrate closed deals in team channels When a deal is marked as won in Indy, automatically send a celebration message to your team channel in Easify. See details
Alert sales reps to new incoming leads When a new lead is created in Indy, send a direct message in Easify to assign and notify the responsible salesperson. See details
Log team discussions into CRM contact histories When a new message is posted in Easify, automatically log the details as an activity against the contact record in Indy. See details

Browse the full workflow library →

Looking to achieve something else with Indy and Easify?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Indy and Easify

Everything Indy and Easify can do inside a workflow — the triggers that start one and the actions that run when it fires.

Indy Explore Indy →

Indy is an all-in-one management platform for freelancers providing contract generation, proposal building, invoicing, and task management.

Triggers
Client Created

Triggers when a new client is created.

Contract Signed

Triggers when a contract is signed.

Contract Viewed

Triggers when a contract is viewed.

New Form Response

Triggers when a new form response arrives.

Deposit Paid

Triggers when an invoice deposit is paid.

Invoice Paid

Triggers when an invoice is paid.

Easify Explore Easify →

A business management and sales software application designed to streamline point of sale, invoicing, and customer communication.

Triggers
Contact Events

Triggers when a contact is added under the Zapier node in Easify automation.

New Contact

Triggers when there's a new contact.

New SMS

Trigger when new sms

Actions
Create Lead

Create a new lead in the Easify CRM system

Send Email

Sends Email message to specified recipient(s)

Send SMS

Sends SMS message to a specified phone number.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Indy + Easify

Is there a pre-built Indy + Easify automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Indy and Easify's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Indy or Easify connector?

No. The Agent works whether or not Indy or Easify already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Easify to Indy help sales teams close deals faster?

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

Can chat conversations be tracked in customer profiles?

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

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