InventoryBase agentOS

When new person in agentOS, sync it to InventoryBase.

When a new person or property appointment is logged in agentOS, sync property inspection tasks to InventoryBase.

Try:

See all InventoryBase + agentOS 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.

InventoryBase Explore InventoryBase →

Triggers
New lease

Fires when a lease is created, starts or ends in InventoryBase.

New listing

Fires when a new property listing is added in InventoryBase.

New booking or transaction

Fires when a reservation, offer or transaction is created in InventoryBase.

Inspection updated

Fires when an inspection is scheduled, closed or cancelled in InventoryBase.

Actions
Create client or tenant

Adds a client, tenant or prospect in InventoryBase.

Create or update listing

Creates or updates a property listing in InventoryBase.

Create work order

Creates a maintenance task or work order in InventoryBase.

agentOS Explore agentOS →

Triggers
New lease

Fires when a lease is created, starts or ends in agentOS.

New listing

Fires when a new property listing is added in agentOS.

New booking or transaction

Fires when a reservation, offer or transaction is created in agentOS.

Inspection updated

Fires when an inspection is scheduled, closed or cancelled in agentOS.

Actions
Create client or tenant

Adds a client, tenant or prospect in agentOS.

Create or update listing

Creates or updates a property listing in agentOS.

Create work order

Creates a maintenance task or work order in agentOS.

Sync newly created leads across CRM platforms When a new lead is captured in InventoryBase, automatically create or update the matching contact in agentOS to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in agentOS, update the corresponding opportunity stage in InventoryBase for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in InventoryBase, log a status update activity on the corresponding account record in agentOS. See details

See all InventoryBase + agentOS integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new person in agentOS, sync it to InventoryBase.” between InventoryBase and agentOS?

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

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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