Create task when new lead enters workflow

When a contact enters a specific campaign workflow in Platform.ly, automatically generate an onboarding task in AnnounceKit for team assignment.

Try:

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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.

Platform.ly Explore Platform.ly →

Triggers

New lead captured

Fires when a new lead or contact is captured in Platform.ly.

Contact enters a workflow

Fires when a contact enters an automation in Platform.ly.

Contact updated

Fires when a field on a contact changes in Platform.ly.

Contact unsubscribed

Fires when a contact unsubscribes in Platform.ly.

Actions

Create or update a contact

Creates or updates a contact in Platform.ly.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Platform.ly.

Send a message

Sends an email or message to a contact via Platform.ly.

Apply or remove a tag

Changes a contact's tags in Platform.ly.

AnnounceKit Explore AnnounceKit →

Triggers

Checklist completed

Fires when a user completes an onboarding checklist in AnnounceKit.

Event tracked

Fires when AnnounceKit tracks a product event for a user.

Feedback received

Fires when a user leaves feedback, a feature request or a survey answer in AnnounceKit.

Announcement published

Fires when a changelog entry, release note or announcement is published in AnnounceKit.

Actions

Create or update user

Adds or updates a user and their properties in AnnounceKit.

Track event

Sends a product event to AnnounceKit.

Publish a flow

Publishes a checklist, tour or announcement in AnnounceKit.

Tag marketing contact upon task completion Whenever an onboarding task is completed in AnnounceKit, automatically apply a verified status tag to the corresponding contact in Platform.ly. See details

Add project comment when client unsubscribes If a contact unsubscribes from marketing communications in Platform.ly, automatically append a comment to their active account task in AnnounceKit. See details

See all Platform.ly + AnnounceKit integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create task when new lead enters workflow” between Platform.ly and AnnounceKit?

Yes — describe it in the box above and Knit's Integrations Agent researches Platform.ly and AnnounceKit'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 connecting marketing automation to project management help teams?

It eliminates manual handoffs by automatically creating operational tasks in AnnounceKit whenever contacts reach key stages in Platform.ly marketing campaigns.

Can completed project tasks influence marketing automation sequences?

Yes, when project tasks are completed in AnnounceKit, you can automatically tag contacts or enter them into targeted follow-up workflows in Platform.ly.