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