Generate custom contract documents for new leads

When a new lead is captured in SharpSpring, automatically create a document from a template in GoProposal pre-populated with contact details.

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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.

SharpSpring Explore SharpSpring →

Triggers

New lead captured

Fires when a new lead or contact is captured in SharpSpring.

Contact enters a workflow

Fires when a contact enters an automation in SharpSpring.

Contact updated

Fires when a field on a contact changes in SharpSpring.

Contact unsubscribed

Fires when a contact unsubscribes in SharpSpring.

Actions

Create or update a contact

Creates or updates a contact in SharpSpring.

Add a contact to a campaign

Adds a contact to a workflow or campaign in SharpSpring.

Send a message

Sends an email or message to a contact via SharpSpring.

Apply or remove a tag

Changes a contact's tags in SharpSpring.

GoProposal Explore GoProposal →

Triggers

New note created

Fires when a new note or document is created in GoProposal.

Note updated

Fires when an existing note or document changes in GoProposal.

Document viewed or shared

Fires when a document in GoProposal is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in GoProposal from a saved template.

Create or append to a note

Creates a note in GoProposal or adds text to an existing one.

Convert a document to PDF

Converts a file in GoProposal to PDF.

Publish or share a document

Publishes a document from GoProposal or shares it by link.

Enroll leads in campaigns when documents are sent for signature When a document is sent for signature in GoProposal, automatically add the matching contact to a targeted follow-up campaign in SharpSpring. See details

Append lead activity updates directly to customer notes When a contact enters a strategic workflow in SharpSpring, automatically append lead activity details to their designated note in GoProposal. See details

See all SharpSpring + GoProposal integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom contract documents for new leads” between SharpSpring and GoProposal?

Yes — describe it in the box above and Knit's Integrations Agent researches SharpSpring and GoProposal'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 GoProposal and SharpSpring aid sales and marketing teams?

Connecting GoProposal with SharpSpring automates proposal generation, ensures lead records reflect contract signature status, and keeps contact notes aligned across departments.

Can capturing a new lead in SharpSpring prepare a document in GoProposal?

Yes, when prospective clients complete forms in SharpSpring, templates in GoProposal can automatically generate personalized agreements or briefing notes.