Create sales deals for high-performing partners
When a new affiliate commission is earned in Tookan, automatically create a deal in ServeManager to track partner revenue expansion.
See all ServeManager + Tookan 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.
ServeManager Explore ServeManager →
TriggersFires when a case or matter is opened or updated in ServeManager.
Fires when a new client lead is added in ServeManager.
Fires when a client invoice is issued in ServeManager.
Opens a new case or matter in ServeManager.
Adds a client, company or contact in ServeManager.
Logs billable time against a matter in ServeManager.
Tookan Explore Tookan →
TriggersFires when a new order or shipment is created in Tookan.
Fires when a shipment is picked up, in transit or delivered in Tookan.
Fires when a shipping label is created in Tookan.
Creates a shipping or delivery order in Tookan.
Creates a shipment and books the carrier in Tookan.
Looks up the tracking status of a shipment in Tookan.
More ServeManager + Tookan workflows
Log sales activity when shoppers abandon their cart
When a customer abandons their cart in Tookan, automatically log an activity and create or update the contact in ServeManager so sales can follow up.
See details
Execute custom store requests when CRM deals close
When a deal is marked won in ServeManager, automatically make a custom API request in Tookan to provision partner perks or VIP access.
See details
See all ServeManager + Tookan integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create sales deals for high-performing partners” between ServeManager and Tookan?
Yes — describe it in the box above and Knit's Integrations Agent researches ServeManager and Tookan'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 Tookan to ServeManager support sales teams?
It lets your team follow up on high-value interactions from Tookan, such as abandoned carts or new affiliate approvals, by updating lead records in ServeManager.
Can affiliate activity in Tookan be tracked inside ServeManager?
Yes, when new affiliates are approved or earn commissions in Tookan, customer profiles and deal history update automatically in ServeManager.