Provision CRM access for new identity users
When a new user is created in Kisi, automatically create or update a corresponding team contact in Yardi Kube with appropriate permissions.
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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.
Kisi Explore Kisi →
TriggersFires when a new user account is created in Kisi.
Fires when an existing user's profile is updated in Kisi.
Fires when a new security or access event is logged in Kisi.
Creates a new user account in Kisi.
Adds a user to a group in Kisi.
Deactivates a user's access in Kisi.
Assigns a role or permission level to a user in Kisi.
Yardi Kube Explore Yardi Kube →
TriggersFires when a new lead or contact is created in Yardi Kube.
Fires when a deal moves to a new stage in Yardi Kube.
Fires when a deal is marked won in Yardi Kube.
Fires when a field on a contact changes in Yardi Kube.
Creates or updates a contact in Yardi Kube.
Creates a new deal in Yardi Kube.
Moves a deal to a new stage in Yardi Kube.
Logs a call, email, or note against a record in Yardi Kube.
More Kisi + Yardi Kube workflows
Assign identity security roles when deals are won
When a deal is marked won in Yardi Kube, automatically assign enhanced product or portal access roles to the client in Kisi.
See details
Log security events as CRM activity
When a security event is detected for an account in Kisi, automatically log an activity in Yardi Kube so account managers are aware of potential security alerts.
See details
See all Kisi + Yardi Kube integrations → · Browse the full workflow library →
Common questions
Can Knit build “Provision CRM access for new identity users” between Kisi and Yardi Kube?
Yes — describe it in the box above and Knit's Integrations Agent researches Kisi and Yardi Kube'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 Kisi and Yardi Kube improve sales team onboarding?
When a new employee account is provisioned in Kisi, Yardi Kube can automatically create or update the user contact profile and grant CRM access permissions.
Can identity security events alter CRM access?
Yes, if a security event occurs or a user is deactivated in Kisi, their CRM permissions in Yardi Kube can be revoked immediately to protect sensitive client data.