Enroll new customers upon deal close

When a deal stage changes to won in Salesforce, automatically activate the user and enroll the student in their designated onboarding course in Magnet.

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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.

Magnet Explore Magnet →

Triggers

New course or class created

Fires when a new course, class or program is created in Magnet.

Student enrolled

Fires when a student or learner enrolls in a course or class in Magnet.

Course completed

Fires when a learner completes a course or program in Magnet.

New user registered

Fires when a new user registers in Magnet.

Actions

Enroll student

Enrolls a student or learner in a course or class in Magnet.

Activate user

Activates a learner or user account in Magnet.

Issue badge

Issues a digital badge or certificate to a learner in Magnet.

Salesforce Explore Salesforce →

Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

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

Log completed training in customer CRM When a course is completed in Magnet, automatically update the contact profile in Salesforce to give account managers full visibility into client learning progress. See details

Create sales leads from user registrations When a new user registers in Magnet, automatically create or update a contact in Salesforce to kick off prospect nurture workflows. See details

See all Magnet + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enroll new customers upon deal close” between Magnet and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Magnet and Salesforce'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 Magnet and Salesforce streamline customer onboarding?

Winning a deal in Salesforce can automatically register new users and enroll students in Magnet, giving clients instant access to training.

Can student progress in Magnet be tracked inside Salesforce?

Yes, when a student completes a course in Magnet, the completion and badge issuance can be logged in Salesforce on their contact record.