Generate and send contracts as deals advance
When a deal stage changes in InventoryBase, automatically populate a contract template in Microsoft Excel and send it to the client for signature.
See all InventoryBase + Microsoft Excel 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 →
TriggersFires when a lease is created, starts or ends in InventoryBase.
Fires when a new property listing is added in InventoryBase.
Fires when a reservation, offer or transaction is created in InventoryBase.
Fires when an inspection is scheduled, closed or cancelled in InventoryBase.
Adds a client, tenant or prospect in InventoryBase.
Creates or updates a property listing in InventoryBase.
Creates a maintenance task or work order in InventoryBase.
Microsoft Excel Explore Microsoft Excel →
TriggersFires when a row is added to a sheet in Microsoft Excel.
Fires when a row or column changes in Microsoft Excel.
Fires when a new spreadsheet or worksheet is created in Microsoft Excel.
Adds a new row to a sheet in Microsoft Excel.
Updates the values in an existing row in Microsoft Excel.
Finds a row by a column value in Microsoft Excel.
More InventoryBase + Microsoft Excel workflows
Advance deal stages when contracts are sent out
When a document is sent for signature in Microsoft Excel, automatically update the matching deal stage in InventoryBase to reflect ongoing negotiations.
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Sync meeting notes directly into sales logs
When a note is created or updated in Microsoft Excel, automatically append its contents to the corresponding contact or deal activity log in InventoryBase.
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See all InventoryBase + Microsoft Excel integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate and send contracts as deals advance” between InventoryBase and Microsoft Excel?
Yes — describe it in the box above and Knit's Integrations Agent researches InventoryBase and Microsoft Excel'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.
Can moving a deal stage send a document for signature?
Yes, changing a deal stage in InventoryBase can automatically create a document from a template in Microsoft Excel and dispatch it for signature.
How do document signature updates affect CRM deals?
When a document is sent for signature in Microsoft Excel, you can automatically update the deal stage or log activity in InventoryBase to keep pipeline tracking current.