Open deal opportunities after chatbot handoffs

When an AI chatbot handoff occurs in Synthflow AI, automatically create a new sales deal in ProLine so account executives can take over seamless follow-up.

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See all ProLine + Synthflow AI 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.

ProLine Explore ProLine →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in ProLine.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in ProLine.

Actions

Create or update contact

Creates or updates a contact in ProLine.

Create deal

Creates a new deal in ProLine.

Update record stage

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

Log activity

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

Synthflow AI Explore Synthflow AI →

Triggers

New conversation started

Fires when a new chat or conversation begins in Synthflow AI.

Lead captured in chat

Fires when Synthflow AI captures a lead during a conversation.

Conversation handed off

Fires when Synthflow AI escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Synthflow AI.

Generate an answer

Asks Synthflow AI a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Synthflow AI to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Synthflow AI conversation.

Convert chatbot lead captures into new CRM contacts When a visitor provides contact details during a chat in Synthflow AI, automatically create or update their contact profile and log the activity in ProLine. See details

Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in ProLine, automatically instruct Synthflow AI to send a targeted follow-up or answer prospective buyer questions. See details

See all ProLine + Synthflow AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Open deal opportunities after chatbot handoffs” between ProLine and Synthflow AI?

Yes — describe it in the box above and Knit's Integrations Agent researches ProLine and Synthflow 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.

How does connecting a chatbot to my CRM benefit my sales team?

Leads gathered by Synthflow AI are immediately passed to ProLine as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in Synthflow AI, details and interaction logs can automatically update contact profiles or deal stages in ProLine.