Generate design assets when a deal moves forward

When a deal stage changed in RepCard, automatically create a file from template in CompanyCam so your design team can start producing tailored pitch materials.

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See all RepCard + CompanyCam 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.

RepCard Explore RepCard →

Triggers

New lead created

Fires when a new lead or contact is created in RepCard.

Deal stage changed

Fires when a deal moves to a new stage in RepCard.

Deal won

Fires when a deal is marked won in RepCard.

Contact updated

Fires when a field on a contact changes in RepCard.

Actions

Create or update contact

Creates or updates a contact in RepCard.

Create deal

Creates a new deal in RepCard.

Update deal stage

Moves a deal to a new stage in RepCard.

Log activity

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

CompanyCam Explore CompanyCam →

Triggers

New file created

Fires when a new file or board is created in CompanyCam.

Comment added

Fires when someone comments on a file in CompanyCam.

File shared

Fires when a file in CompanyCam is shared with someone new.

Marked ready for review

Fires when a file in CompanyCam is marked ready for review.

Actions

Create file from template

Starts a new file in CompanyCam from a saved template.

Add comment

Posts a comment on a specific file in CompanyCam.

Export as image

Exports a frame or board from CompanyCam as a PNG or PDF.

Move to project

Moves a file in CompanyCam into a different project or folder.

Log client design feedback in the CRM When a comment is added in CompanyCam, automatically log activity in RepCard under the relevant client contact to keep the account manager informed. See details

Advance deal stage when designs are approved When a file is marked ready for review in CompanyCam, automatically update deal stage in RepCard to keep sales momentum moving. See details

See all RepCard + CompanyCam integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate design assets when a deal moves forward” between RepCard and CompanyCam?

Yes — describe it in the box above and Knit's Integrations Agent researches RepCard and CompanyCam'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 CompanyCam to RepCard streamline sales and design alignment?

Creative assets can automatically generate when deals advance, and design review milestones in CompanyCam can automatically log activities or update pipeline stages in RepCard.

Can client comments on design assets update our CRM records?

Yes, when a new comment is added or a design file is marked ready for review in CompanyCam, an activity log can automatically update in RepCard.