Keep contact details in sync
When a contact is updated in Sophiie, update the matching requester or client user in Autotask.
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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.
Sophiie Explore Sophiie →
TriggersFires when a new contact or lead is added to Sophiie.
Fires when a field on a contact changes in Sophiie.
Fires when a deal, case or record moves to a new stage in Sophiie.
Fires when a deal is marked won in Sophiie.
Creates or updates a contact in Sophiie.
Creates a new deal in Sophiie.
Moves a deal or record to a new stage in Sophiie.
Logs a call, email, or note against a record in Sophiie.
Autotask Explore Autotask →
TriggersFires when a new ticket or incident is logged in Autotask.
Fires when a ticket or incident is updated in Autotask.
Fires when a new user, client or device record is added in Autotask.
Creates a ticket or incident in Autotask.
Updates an existing ticket or incident in Autotask.
Adds a note to a ticket in Autotask.
More Sophiie + Autotask workflows
Create a client when a deal is won
When a deal closes in Sophiie, create the client and its main contact in Autotask.
See details
Log tickets on the customer record
When a new ticket is logged in Autotask, add an activity to the matching company in Sophiie.
See details
See all Sophiie + Autotask integrations → · Browse the full workflow library →
Common questions
Can Knit build “Keep contact details in sync” between Sophiie and Autotask?
Yes — describe it in the box above and Knit's Integrations Agent researches Sophiie and Autotask'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.
Why connect a CRM to an IT service management tool?
For managed service providers and internal IT teams, Sophiie holds the customer relationship while Autotask holds the tickets. Linking them keeps both views of the same client in step.
Can a closed deal create a client in the service desk?
Yes. When a deal is won in Sophiie, you can create the matching client or requester in Autotask so support can start straight away.