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