Alert sales reps to new incoming leads

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

Try:

See all Indy + WhatsApp Notifications integrations or talk to a human

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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.

Indy Explore Indy →

Triggers

New lead created

Fires when a new lead or contact is created in Indy.

Deal stage changed

Fires when a deal moves to a new stage in Indy.

Deal won

Fires when a deal is marked won in Indy.

Contact updated

Fires when a field on a contact changes in Indy.

Actions

Create or update contact

Creates or updates a contact in Indy.

Create deal

Creates a new deal in Indy.

Update deal stage

Moves a deal to a new stage in Indy.

Log activity

Logs a call, email, or note against a record in Indy.

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 Indy, 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 Indy. See details

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

Enterprise-grade security

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FAQ

Common questions

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

Yes — describe it in the box above and Knit's Integrations Agent researches Indy 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 Indy 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 Indy, 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 Indy.