Enroll new customers upon deal close

When a deal stage changes to won in Salesforce, automatically activate the user and enroll the student in their designated onboarding course in Reach 360.

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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.

Reach 360 Explore Reach 360 →

Triggers

New course or class created

Fires when a new course, class or program is created in Reach 360.

Student enrolled

Fires when a student or learner enrolls in a course or class in Reach 360.

Course completed

Fires when a learner completes a course or program in Reach 360.

New user registered

Fires when a new user registers in Reach 360.

Actions

Enroll student

Enrolls a student or learner in a course or class in Reach 360.

Activate user

Activates a learner or user account in Reach 360.

Issue badge

Issues a digital badge or certificate to a learner in Reach 360.

Salesforce Explore Salesforce →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

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

Log activity

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

Log completed training in customer CRM When a course is completed in Reach 360, automatically update the contact profile in Salesforce to give account managers full visibility into client learning progress. See details

Create sales leads from user registrations When a new user registers in Reach 360, automatically create or update a contact in Salesforce to kick off prospect nurture workflows. See details

See all Reach 360 + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enroll new customers upon deal close” between Reach 360 and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Reach 360 and Salesforce'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 Reach 360 and Salesforce streamline customer onboarding?

Winning a deal in Salesforce can automatically register new users and enroll students in Reach 360, giving clients instant access to training.

Can student progress in Reach 360 be tracked inside Salesforce?

Yes, when a student completes a course in Reach 360, the completion and badge issuance can be logged in Salesforce on their contact record.