Log completed training in customer CRM

When a course is completed in SchoolMaker, automatically update the contact profile in Close to give account managers full visibility into client learning progress.

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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.

SchoolMaker Explore SchoolMaker →

Triggers

New course created

Fires when a new course is created in SchoolMaker.

Student enrolled

Fires when a learner enrolls in a course in SchoolMaker.

Course completed

Fires when a learner completes a course in SchoolMaker.

New user registered

Fires when a new user registers in SchoolMaker.

Actions

Activate user

Activates a learner or user account in SchoolMaker.

Issue badge

Issues a digital badge or certificate to a learner in SchoolMaker.

Close Explore Close →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

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

Enroll new customers upon deal close When a deal stage changes to won in Close, automatically activate the user and enroll the student in their designated onboarding course in SchoolMaker. See details

Create sales leads from user registrations When a new user registers in SchoolMaker, automatically create or update a contact in Close to kick off prospect nurture workflows. See details

See all SchoolMaker + Close integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log completed training in customer CRM” between SchoolMaker and Close?

Yes — describe it in the box above and Knit's Integrations Agent researches SchoolMaker 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.

How does connecting SchoolMaker and Close streamline customer onboarding?

Winning a deal in Close can automatically register new users and enroll students in SchoolMaker, giving clients instant access to training.

Can student progress in SchoolMaker be tracked inside Close?

Yes, when a student completes a course in SchoolMaker, the completion and badge issuance can be logged in Close on their contact record.