Provision platform access when leads enter onboarding workflows

When a contact enters a specific workflow in OtterText, automatically create a user in Winston AI to grant early access to products or services.

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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.

OtterText Explore OtterText →

Triggers

New lead captured

Fires when a new lead or contact is captured in OtterText.

Contact enters a workflow

Fires when a contact enters an automation in OtterText.

Contact updated

Fires when a field on a contact changes in OtterText.

Contact unsubscribed

Fires when a contact unsubscribes in OtterText.

Actions

Create or update a contact

Creates or updates a contact in OtterText.

Add a contact to a campaign

Adds a contact to a workflow or campaign in OtterText.

Send a message

Sends an email or message to a contact via OtterText.

Apply or remove a tag

Changes a contact's tags in OtterText.

Winston AI Explore Winston AI →

Triggers

New user created

Fires when a new user account is created in Winston AI.

New security event

Fires when a new security or access event is logged in Winston AI.

Check completed

Fires when a scan, verification or risk check finishes in Winston AI.

Actions

Create user

Creates a new user account in Winston AI.

Deactivate user

Deactivates a user's access in Winston AI.

Run a check

Runs a verification, fraud or risk check on a record in Winston AI.

Enroll new platform users into welcome campaigns When a new user is created in Winston AI, create or update their contact in OtterText and add them to an onboarding message sequence. See details

Tag contacts upon security events When a new security event occurs in Winston AI, apply a tag to the corresponding contact in OtterText to tailor future messaging. See details

See all OtterText + Winston AI integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Provision platform access when leads enter onboarding workflows” between OtterText and Winston AI?

Yes — describe it in the box above and Knit's Integrations Agent researches OtterText and Winston AI'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 OtterText with Winston AI?

Connecting both apps keeps lead management and user identity in sync, automatically adding new accounts from Winston AI into marketing communications in OtterText.

Can user security events update marketing contact tags?

Yes, security events or profile updates in Winston AI can apply tags to contacts in OtterText to ensure tailored, security-aware marketing communications.