Invite assessment candidates when CRM contacts update
When a contact is updated in Close, automatically invite them to complete an evaluation through OMG Sales Assessments.
See all OMG Sales Assessments + Close 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.
OMG Sales Assessments Explore OMG Sales Assessments →
TriggersFires when a candidate completes an assessment in OMG Sales Assessments.
Fires when a candidate receives a new score or grade in OMG Sales Assessments.
Fires when a candidate is marked hired in OMG Sales Assessments.
Fires when a new candidate is added to OMG Sales Assessments.
Sends a test or assessment invitation to a candidate via OMG Sales Assessments.
Re-sends an assessment invitation to a candidate in OMG Sales Assessments.
Close Explore Close →
TriggersFires when a new contact or lead is added to Close.
Fires when a field on a contact changes in Close.
Fires when a deal, case or record moves to a new stage in Close.
Fires when a deal is marked won in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal or record to a new stage in Close.
Logs a call, email, or note against a record in Close.
More OMG Sales Assessments + Close workflows
Log assessment results into CRM contact activities
When an assessment is completed in OMG Sales Assessments, automatically log the results as an activity under the contact record in Close.
See details
Update deal stages when candidates are hired
When a candidate is marked as hired in OMG Sales Assessments, automatically update the deal stage in Close to reflect successful fulfillment.
See details
See all OMG Sales Assessments + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Invite assessment candidates when CRM contacts update” between OMG Sales Assessments and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches OMG Sales Assessments and Close'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.
Why connect pre-employment or technical assessments with a CRM?
Connecting OMG Sales Assessments and Close helps organizations managing partner certifications or client hires track candidate progression alongside deal pipelines.
Can assessment completion automatically log client interactions?
Yes, whenever a candidate completes an assessment in OMG Sales Assessments, an activity log updates on the associated contact in Close.