Create dedicated chat channels for high-value leads
When a new lead enters Daylite, automatically set up a dedicated project channel in Samepage and invite key team members to collaborate.
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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.
Samepage Explore Samepage →
TriggersFires when a new message is posted to a channel in Samepage.
Fires when your team or a keyword is mentioned in Samepage.
Fires when a new channel is created in Samepage.
Fires when a new file is shared in Samepage.
Posts a message to a channel in Samepage.
Sends a direct message to a person in Samepage.
Creates a new channel in Samepage.
Adds a user to a channel in Samepage.
Daylite Explore Daylite →
TriggersFires when a new lead or contact is created in Daylite.
Fires when a deal moves to a new stage in Daylite.
Fires when a deal is marked won in Daylite.
Fires when a field on a contact changes in Daylite.
Creates or updates a contact in Daylite.
Creates a new deal in Daylite.
Moves a deal to a new stage in Daylite.
Logs a call, email, or note against a record in Daylite.
More Samepage + Daylite workflows
Celebrate won deals in sales channels
Whenever a deal is marked won in Daylite, automatically post a celebratory message in the dedicated Samepage team channel to notify leadership.
See details
Log sales activity from shared chat files
When a contract or proposal document is shared in Samepage, automatically log an activity on the corresponding account record in Daylite.
See details
See all Samepage + Daylite integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create dedicated chat channels for high-value leads” between Samepage and Daylite?
Yes — describe it in the box above and Knit's Integrations Agent researches Samepage and Daylite'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 sales notifications be posted automatically to team channels?
Yes, whenever a deal changes stage or is won in Daylite, a customized notification message is instantly sent to your selected channel in Samepage.
Can team discussions in Samepage update records in Daylite?
Yes, when team members post specific updates or share key files in Samepage, you can automatically log activities or update deal stages in Daylite.