Update customer records after AI qualification

When Patientdesk AI qualifies a new prospect, automatically create or update the contact details in EnquiryBox so sales reps can follow up.

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See all Patientdesk AI + EnquiryBox 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.

Patientdesk AI Explore Patientdesk AI →

Triggers

Agent run completed

Fires when an Patientdesk AI agent finishes a task or run.

Call or conversation completed

Fires when an Patientdesk AI agent finishes a call or conversation.

Lead qualified by agent

Fires when an Patientdesk AI agent marks a lead qualified.

Actions

Run an agent or tool

Triggers an Patientdesk AI agent or tool with a set of inputs.

Start an outbound call

Has an Patientdesk AI agent place an outbound call.

Add a lead to a campaign

Adds a lead to an outreach campaign in Patientdesk AI.

EnquiryBox Explore EnquiryBox →

Triggers

New contact or lead

Fires when a new contact or lead is added to EnquiryBox.

Contact updated

Fires when a field on a contact changes in EnquiryBox.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in EnquiryBox.

Actions

Create or update contact

Creates or updates a contact in EnquiryBox.

Create deal

Creates a new deal in EnquiryBox.

Update record stage

Moves a deal or record to a new stage in EnquiryBox.

Log activity

Logs a call, email, or note against a record in EnquiryBox.

Initiate outbound calls for new leads When a new lead is added in EnquiryBox, automatically prompt Patientdesk AI to start an outbound discovery call. See details

Log conversation history on completed AI runs Once a call or conversation ends in Patientdesk AI, log the full summary directly to the matching deal in EnquiryBox. See details

See all Patientdesk AI + EnquiryBox integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update customer records after AI qualification” between Patientdesk AI and EnquiryBox?

Yes — describe it in the box above and Knit's Integrations Agent researches Patientdesk AI and EnquiryBox'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 Patientdesk AI with EnquiryBox improve lead management?

When Patientdesk AI finishes interacting with or qualifying a prospect, it can instantly create or update the contact details and log interaction notes inside EnquiryBox.

Can changes in EnquiryBox automatically prompt AI outreach in Patientdesk AI?

Yes, updates such as creating a new lead or shifting a deal's stage in EnquiryBox can prompt Patientdesk AI to initiate an outbound call or run an automated task.