Build client onboarding hubs for won deals
When a deal is won in Close, automatically create a page from a template in roam-bot to house client handoff and onboarding materials.
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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.
roam-bot Explore roam-bot →
TriggersFires when a new page or doc is created in roam-bot.
Fires when a new record is added to a database or table in roam-bot.
Fires when a doc in roam-bot is published or shared.
Fires when a status field changes on a record in roam-bot.
Starts a new page in roam-bot from a saved template.
Creates or updates a record in roam-bot.
Adds text to the end of an existing doc in roam-bot.
Moves a page in roam-bot into a different space.
Close Explore Close →
TriggersFires when a new contact or lead is added to Close.
Fires when a field on a contact changes in Close.
Fires when a deal, case or record moves to a new stage in Close.
Fires when a deal is marked won in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal or record to a new stage in Close.
Logs a call, email, or note against a record in Close.
More roam-bot + Close workflows
Log meeting summary documents to contact timelines
When a document is published in roam-bot, automatically log an activity on the corresponding contact in Close so sales reps stay updated.
See details
Sync document statuses with sales deal stages
When a deal stage changed in Close, automatically update the matching project record status in roam-bot to keep cross-functional teams informed.
See details
See all roam-bot + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build client onboarding hubs for won deals” between roam-bot and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches roam-bot and Close'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.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in Close can automatically create a client onboarding hub from a template in roam-bot.
How can published client docs update our sales records?
Publishing research notes or customer documents in roam-bot can automatically log activities on contact profiles in Close.