Build dedicated customer folders for new deals
When a deal reaches a new stage in Mercury Connect, automatically create a dedicated folder in FileInvite to organize contracts, briefs, and client collateral.
See all Mercury Connect + FileInvite 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.
Mercury Connect Explore Mercury Connect →
TriggersFires when a new contact or lead is added to Mercury Connect.
Fires when a field on a contact changes in Mercury Connect.
Fires when a deal, case or record moves to a new stage in Mercury Connect.
Fires when a deal is marked won in Mercury Connect.
Creates or updates a contact in Mercury Connect.
Creates a new deal in Mercury Connect.
Moves a deal or record to a new stage in Mercury Connect.
Logs a call, email, or note against a record in Mercury Connect.
FileInvite Explore FileInvite →
TriggersFires when a new file is uploaded to FileInvite.
Fires when a file in FileInvite is shared with someone new.
Fires when a folder's contents change in FileInvite.
Uploads a file to FileInvite.
Creates a new folder in FileInvite.
Shares a file from FileInvite with a link or user.
More Mercury Connect + FileInvite workflows
Log client file updates directly to pipeline activities
When a client uploads a new document in FileInvite, automatically log an activity note on the matching account in Mercury Connect so account managers stay informed.
See details
Store signed proposals when deals are won
When a sales representative marks a deal won in Mercury Connect, automatically share the corresponding onboarding folder in FileInvite with the customer success team.
See details
See all Mercury Connect + FileInvite integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between Mercury Connect and FileInvite?
Yes — describe it in the box above and Knit's Integrations Agent researches Mercury Connect and FileInvite'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 integrating FileInvite with Mercury Connect streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in FileInvite directly to deal records in Mercury Connect, saving reps time and keeping files organized.
Can changes in customer details in Mercury Connect update our file storage in FileInvite?
Yes, when deal stages change or leads are created in Mercury Connect, project folders can be created or updated automatically in FileInvite.