Create task when new lead enters workflow
When a contact enters a specific campaign workflow in Platform.ly, automatically generate an onboarding task in Infinity for team assignment.
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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 →
TriggersFires when a new lead or contact is captured in Platform.ly.
Fires when a contact enters an automation in Platform.ly.
Fires when a field on a contact changes in Platform.ly.
Fires when a contact unsubscribes in Platform.ly.
Creates or updates a contact in Platform.ly.
Adds a contact to a workflow or campaign in Platform.ly.
Sends an email or message to a contact via Platform.ly.
Changes a contact's tags in Platform.ly.
Infinity Explore Infinity →
TriggersFires when a new task, job or item is created in Infinity.
Fires when a task in Infinity is marked complete.
Fires when a task's due date in Infinity is coming up.
Fires when a task, job or project changes status in Infinity.
Creates a new task, job or item in Infinity.
Updates a task's status or assignee in Infinity.
Posts a comment on a task in Infinity.
Assigns a task in Infinity to a team member.
More Platform.ly + Infinity workflows
Tag marketing contact upon task completion
Whenever an onboarding task is completed in Infinity, 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 Infinity.
See details
See all Platform.ly + Infinity integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create task when new lead enters workflow” between Platform.ly and Infinity?
Yes — describe it in the box above and Knit's Integrations Agent researches Platform.ly and Infinity'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 Infinity 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 Infinity, you can automatically tag contacts or enter them into targeted follow-up workflows in Platform.ly.