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