Enrich and classify incoming sales leads with AI

When a new lead is created in onOffice enterprise, pass their submitted notes to Claude to automatically extract key buying signals and categorize their industry.

Try:

See all onOffice enterprise + Claude 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.

onOffice enterprise Explore onOffice enterprise →

Triggers

New contact or lead

Fires when a new contact or lead is added to onOffice enterprise.

Contact updated

Fires when a field on a contact changes in onOffice enterprise.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in onOffice enterprise.

Actions

Create or update contact

Creates or updates a contact in onOffice enterprise.

Create deal

Creates a new deal in onOffice enterprise.

Update record stage

Moves a deal or record to a new stage in onOffice enterprise.

Log activity

Logs a call, email, or note against a record in onOffice enterprise.

Claude Explore Claude →

Triggers

New result returned

Fires when Claude returns a completion, prediction or other result.

Model run failed

Fires when a request to Claude errors or times out.

Fine-tune job completed

Fires when a fine-tuning job in Claude finishes.

Actions

Generate a completion

Sends a prompt to Claude and returns the model's response.

Run a model on an input

Sends text, an image or other data to Claude and returns the model's output.

Classify or extract data

Uses Claude to classify or extract structured data from text or images.

Save AI account executive summaries directly to CRM deals When Claude generates an executive intelligence summary for a strategic account, log the summary directly onto the deal record in onOffice enterprise. See details

Summarize customer interaction logs on updated contact profiles Whenever a contact's activity history is updated in onOffice enterprise, ask Claude to digest the recent interactions into a brief executive overview. See details

See all onOffice enterprise + Claude integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Enrich and classify incoming sales leads with AI” between onOffice enterprise and Claude?

Yes — describe it in the box above and Knit's Integrations Agent researches onOffice enterprise and Claude'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.

What's the most common AI Models + CRM automation?

Summarizing a deal or account's recent activity from onOffice enterprise using Claude, or drafting a personalized follow-up email based on the contact's real history.

Can this write the AI's output back into the CRM record?

Yes — a summary, draft email, or score generated by Claude can be written straight back onto the relevant field or note in onOffice enterprise.