Tag active deals for targeted messaging
When a deal stage changes in Agile, automatically apply a strategic tag to the contact in Proof to trigger tailored follow-up messages.
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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.
Proof Explore Proof →
TriggersFires when a new lead or contact is captured in Proof.
Fires when a contact enters an automation in Proof.
Fires when a field on a contact changes in Proof.
Fires when a contact unsubscribes in Proof.
Creates or updates a contact in Proof.
Adds a contact to a workflow or campaign in Proof.
Sends an email or message to a contact via Proof.
Changes a contact's tags in Proof.
Agile Explore Agile →
TriggersFires when a new lead or contact is created in Agile.
Fires when a deal moves to a new stage in Agile.
Fires when a deal is marked won in Agile.
Fires when a field on a contact changes in Agile.
Creates or updates a contact in Agile.
Creates a new deal in Agile.
Moves a deal to a new stage in Agile.
Logs a call, email, or note against a record in Agile.
More Proof + Agile workflows
Enroll new CRM leads in marketing campaigns
When a new lead is created in Agile, automatically add them to an onboarding campaign in Proof so they receive relevant marketing materials instantly.
See details
Create sales contacts from marketing leads
When a new lead is captured in Proof, automatically create a matching contact record in Agile so your sales team can begin outreach.
See details
See all Proof + Agile integrations → · Browse the full workflow library →
Common questions
Can Knit build “Tag active deals for targeted messaging” between Proof and Agile?
Yes — describe it in the box above and Knit's Integrations Agent researches Proof and Agile'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 do Agile and Proof work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Agile and Proof to maintain compliance.