Store signed proposals when deals are won

When a sales representative marks a deal won in SAAM PMS, automatically share the corresponding onboarding folder in Google Drive with the customer success team.

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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.

SAAM PMS Explore SAAM PMS →

Triggers

New lease

Fires when a lease is created, starts or ends in SAAM PMS.

New listing

Fires when a new property listing is added in SAAM PMS.

New booking or transaction

Fires when a reservation, offer or transaction is created in SAAM PMS.

Inspection updated

Fires when an inspection is scheduled, closed or cancelled in SAAM PMS.

Actions

Create client or tenant

Adds a client, tenant or prospect in SAAM PMS.

Create or update listing

Creates or updates a property listing in SAAM PMS.

Create work order

Creates a maintenance task or work order in SAAM PMS.

Google Drive Explore Google Drive →

Triggers

New file uploaded

Fires when a new file is uploaded to Google Drive.

File shared

Fires when a file in Google Drive is shared with someone new.

Folder updated

Fires when a folder's contents change in Google Drive.

Actions

Upload file

Uploads a file to Google Drive.

Create folder

Creates a new folder in Google Drive.

Share file

Shares a file from Google Drive with a link or user.

Build dedicated customer folders for new deals When a deal reaches a new stage in SAAM PMS, automatically create a dedicated folder in Google Drive to organize contracts, briefs, and client collateral. See details

Log client file updates directly to pipeline activities When a client uploads a new document in Google Drive, automatically log an activity note on the matching account in SAAM PMS so account managers stay informed. See details

See all SAAM PMS + Google Drive integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Store signed proposals when deals are won” between SAAM PMS and Google Drive?

Yes — describe it in the box above and Knit's Integrations Agent researches SAAM PMS and Google Drive'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 integrating Google Drive with SAAM PMS streamline our sales process?

It automatically creates shared folders and attaches important proposals or assets in Google Drive directly to deal records in SAAM PMS, saving reps time and keeping files organized.

Can changes in customer details in SAAM PMS update our file storage in Google Drive?

Yes, when deal stages change or leads are created in SAAM PMS, project folders can be created or updated automatically in Google Drive.