Dispatch text confirmations on won deals

When a deal is won in LEAP (Legal), send an automated SMS via Posh to confirm details with the client.

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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.

Posh Explore Posh →

Triggers

New inbound SMS

Fires when a new text message is received in Posh.

New call

Fires when a new call comes in or out through Posh.

Missed call

Fires when a call is missed in Posh.

Call recording ready

Fires when a call recording finishes processing in Posh.

Actions

Send an SMS or MMS

Sends a text message through Posh.

Place an outbound call

Starts an outbound call via Posh.

Create or update a contact

Creates or updates a contact in Posh.

Send a voice message

Sends a recorded voice message via Posh.

LEAP (Legal) Explore LEAP (Legal) →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in LEAP (Legal).

New lead

Fires when a new client lead is added in LEAP (Legal).

Invoice issued

Fires when a client invoice is issued in LEAP (Legal).

Actions

Create matter

Opens a new case or matter in LEAP (Legal).

Create contact

Adds a client, company or contact in LEAP (Legal).

Create time entry

Logs billable time against a matter in LEAP (Legal).

Send text messages to newly created leads When a new lead is created in LEAP (Legal), automatically send a welcome SMS via Posh to establish immediate contact. See details

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Posh, automatically log the activity on the contact's record in LEAP (Legal). See details

See all Posh + LEAP (Legal) integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Dispatch text confirmations on won deals” between Posh and LEAP (Legal)?

Yes — describe it in the box above and Knit's Integrations Agent researches Posh and LEAP (Legal)'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 LEAP (Legal) and Posh help track phone communications?

Inbound calls, text messages, and missed calls handled in Posh can automatically log activities or update lead profiles directly inside LEAP (Legal).

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in LEAP (Legal) can prompt Posh to send an automated SMS confirmation or message to the client.