Enroll new customers upon deal close

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

Try:

See all Novi AMS + LearnUpon integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Novi AMS Explore Novi AMS →

Triggers

New contact or lead

Fires when a new contact or lead is added to Novi AMS.

Contact updated

Fires when a field on a contact changes in Novi AMS.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Novi AMS.

Actions

Create or update contact

Creates or updates a contact in Novi AMS.

Create deal

Creates a new deal in Novi AMS.

Update record stage

Moves a deal or record to a new stage in Novi AMS.

Log activity

Logs a call, email, or note against a record in Novi AMS.

LearnUpon Explore LearnUpon →

Triggers

New course or class created

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

Student enrolled

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

Course completed

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

New user registered

Fires when a new user registers in LearnUpon.

Actions

Enroll student

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

Activate user

Activates a learner or user account in LearnUpon.

Issue badge

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

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

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

See all Novi AMS + LearnUpon integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Enroll new customers upon deal close” between Novi AMS and LearnUpon?

Yes — describe it in the box above and Knit's Integrations Agent researches Novi AMS and LearnUpon'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 LearnUpon and Novi AMS streamline customer onboarding?

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

Can student progress in LearnUpon be tracked inside Novi AMS?

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