Execute custom store requests when CRM deals close

When a deal is marked won in servis.ai, automatically make a custom API request in Magento 2.X to provision partner perks or VIP access.

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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.

servis.ai Explore servis.ai →

Triggers

New contact or lead

Fires when a new contact or lead is added to servis.ai.

Contact updated

Fires when a field on a contact changes in servis.ai.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in servis.ai.

Deal won

Fires when a deal is marked won in servis.ai.

Actions

Create or update contact

Creates or updates a contact in servis.ai.

Create deal

Creates a new deal in servis.ai.

Update record stage

Moves a deal or record to a new stage in servis.ai.

Log activity

Logs a call, email, or note against a record in servis.ai.

Magento 2.X Explore Magento 2.X →

Triggers

New order

Fires when a customer places a new order in Magento 2.X.

Order status changed

Fires when an order in Magento 2.X is paid, fulfilled, refunded or disputed.

New customer

Fires when a new customer account is created in Magento 2.X.

Cart abandoned

Fires when a customer abandons their cart before completing checkout in Magento 2.X.

Actions

Create or update product

Creates or updates a product or listing in Magento 2.X.

Update order

Updates an order's status or fulfillment details in Magento 2.X.

Make a custom API request

Sends a custom API request to Magento 2.X for actions not covered by a dedicated action.

Log sales activity when shoppers abandon their cart When a customer abandons their cart in Magento 2.X, automatically log an activity and create or update the contact in servis.ai so sales can follow up. See details

Create sales deals for high-performing partners When a new affiliate commission is earned in Magento 2.X, automatically create a deal in servis.ai to track partner revenue expansion. See details

See all servis.ai + Magento 2.X integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Execute custom store requests when CRM deals close” between servis.ai and Magento 2.X?

Yes — describe it in the box above and Knit's Integrations Agent researches servis.ai and Magento 2.X'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 Magento 2.X to servis.ai support sales teams?

It lets your team follow up on high-value interactions from Magento 2.X, such as abandoned carts or new affiliate approvals, by updating lead records in servis.ai.

Can affiliate activity in Magento 2.X be tracked inside servis.ai?

Yes, when new affiliates are approved or earn commissions in Magento 2.X, customer profiles and deal history update automatically in servis.ai.