Dispatch text confirmations on won deals

When a deal is won in Salesforce, send an automated SMS via Smith.ai to confirm details with the client.

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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.

Smith.ai Explore Smith.ai →

Triggers

New inbound SMS

Fires when a new text message is received in Smith.ai.

New call

Fires when a new call comes in or out through Smith.ai.

Missed call

Fires when a call is missed in Smith.ai.

Call recording ready

Fires when a call recording finishes processing in Smith.ai.

Actions

Send an SMS or MMS

Sends a text message through Smith.ai.

Place an outbound call

Starts an outbound call via Smith.ai.

Create or update a contact

Creates or updates a contact in Smith.ai.

Send a voice message

Sends a recorded voice message via Smith.ai.

Salesforce Explore Salesforce →

Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

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

Send text messages to newly created leads When a new lead is created in Salesforce, automatically send a welcome SMS via Smith.ai to establish immediate contact. See details

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Smith.ai, automatically log the activity on the contact's record in Salesforce. See details

See all Smith.ai + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Dispatch text confirmations on won deals” between Smith.ai and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Smith.ai and Salesforce'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 Salesforce and Smith.ai help track phone communications?

Inbound calls, text messages, and missed calls handled in Smith.ai can automatically log activities or update lead profiles directly inside Salesforce.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Salesforce can prompt Smith.ai to send an automated SMS confirmation or message to the client.