Create onboarding projects for closed-won deals

When a deal is marked as won in &Open Gifts, automatically create a dedicated project space in Assembly for customer onboarding.

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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.

&Open Gifts Explore &Open Gifts →

Triggers

New lead created

Fires when a new lead or contact is created in &Open Gifts.

Deal stage changed

Fires when a deal moves to a new stage in &Open Gifts.

Deal won

Fires when a deal is marked won in &Open Gifts.

Contact updated

Fires when a field on a contact changes in &Open Gifts.

Actions

Create or update contact

Creates or updates a contact in &Open Gifts.

Create deal

Creates a new deal in &Open Gifts.

Update deal stage

Moves a deal to a new stage in &Open Gifts.

Log activity

Logs a call, email, or note against a record in &Open Gifts.

Assembly Explore Assembly →

Triggers

New post or update shared

Fires when a new post or update is shared in Assembly.

New comment or review

Fires when someone comments on or reviews an item in Assembly.

Task assigned

Fires when a task is assigned to someone in Assembly.

Actions

Create a post or update

Posts an update or announcement in Assembly.

Create a task

Creates a new task in Assembly.

Create a project or space

Creates a new project or workspace in Assembly.

Share a file or folder

Shares a file or folder in Assembly.

Assign follow-up tasks when new leads arrive When a new lead is created in &Open Gifts, automatically generate a review task in Assembly for the assigned account executive. See details

Log deal activities from team feedback When a new comment or review is posted in Assembly, automatically log a note on the associated deal in &Open Gifts. See details

See all &Open Gifts + Assembly integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Create onboarding projects for closed-won deals” between &Open Gifts and Assembly?

Yes — describe it in the box above and Knit's Integrations Agent researches &Open Gifts and Assembly'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 should sales teams connect &Open Gifts to Assembly?

Integrating &Open Gifts and Assembly ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.

Can updates made in Assembly sync back to customer deals in &Open Gifts?

Yes, when team members comment or share updates in Assembly, relevant deal stages or activities in &Open Gifts can be automatically updated.