Schedule sales calls for newly qualified leads

When a deal stage changes in Keap, automatically create a booking in SortScape to block off time for a demonstration.

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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.

SortScape Explore SortScape →

Triggers

New booking made

Fires when a new booking or appointment is made in SortScape.

Booking rescheduled or canceled

Fires when a booking in SortScape is changed or canceled.

New customer

Fires when a new customer books for the first time in SortScape.

Actions

Create a booking

Creates a new booking or appointment in SortScape.

Cancel or reschedule a booking

Cancels or moves a booking in SortScape.

Create or update a customer

Creates or updates a customer record in SortScape.

Add the booking to a calendar

Adds a booking from SortScape to a connected calendar.

Keap Explore Keap →

Triggers

New lead created

Fires when a new lead or contact is created in Keap.

Deal stage changed

Fires when a deal moves to a new stage in Keap.

Deal won

Fires when a deal is marked won in Keap.

Contact updated

Fires when a field on a contact changes in Keap.

Actions

Create or update contact

Creates or updates a contact in Keap.

Create deal

Creates a new deal in Keap.

Update deal stage

Moves a deal to a new stage in Keap.

Log activity

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

Create CRM contacts from new bookings When a customer makes a new booking in SortScape, automatically create or update their contact record in Keap. See details

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in SortScape, automatically update the deal stage or log an activity in Keap. See details

See all SortScape + Keap integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule sales calls for newly qualified leads” between SortScape and Keap?

Yes — describe it in the box above and Knit's Integrations Agent researches SortScape and Keap'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 do Keap and SortScape keep contact information synchronized?

When a new appointment is booked in SortScape, customer details automatically sync to create or update lead records inside Keap.

Can booking changes automatically update my pipeline in Keap?

Yes, when meetings are booked or updated in SortScape, relevant deal stages or activity logs in Keap update instantly.