Log captured chat leads into client notes

When a new lead provides their details in Letterly, automatically append their information to a running contact note in Voicenotes.

Try:

See all Letterly + Voicenotes 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.

Letterly Explore Letterly →

Triggers

New conversation started

Fires when a new chat or conversation begins in Letterly.

Lead captured in chat

Fires when Letterly captures a lead during a conversation.

Conversation handed off

Fires when Letterly escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Letterly.

Generate an answer

Asks Letterly a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Letterly to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Letterly conversation.

Voicenotes Explore Voicenotes →

Triggers

New note created

Fires when a new note or document is created in Voicenotes.

Note updated

Fires when an existing note or document changes in Voicenotes.

Document sent for signature

Fires when a document in Voicenotes is sent out for signature.

Actions

Create a document from a template

Generates a new document in Voicenotes from a saved template.

Create or append to a note

Creates a note in Voicenotes or adds text to an existing one.

Convert a document to PDF

Converts a file in Voicenotes to PDF.

Send a document for signature

Sends a document from Voicenotes out for signature.

Dispatch agreements during chat handoffs Whenever a chat conversation is handed off to an agent in Letterly, automatically issue a standard agreement document for signature via Voicenotes. See details

Notify chat users when a document is issued When a contract is sent for signature in Voicenotes, automatically send a follow-up message in Letterly to confirm receipt. See details

See all Letterly + Voicenotes integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log captured chat leads into client notes” between Letterly and Voicenotes?

Yes — describe it in the box above and Knit's Integrations Agent researches Letterly and Voicenotes'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 information gathered by Letterly be saved directly into Voicenotes?

Yes, lead details and chat summaries captured in Letterly can automatically create or update customer notes and generate template documents in Voicenotes.

How can document activities in Voicenotes affect chat conversations in Letterly?

Sending a document for signature in Voicenotes can initiate automated status updates or follow-up messages in Letterly to keep conversations moving forward.