Build client onboarding hubs for won deals

When a deal is won in Sunivo, automatically create a page from a template in Zoho Show to house client handoff and onboarding materials.

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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.

Sunivo Explore Sunivo →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Sunivo.

Contact updated

Fires when a field on a contact changes in Sunivo.

Actions

Create or update contact

Creates or updates a contact in Sunivo.

Create deal

Creates a new deal in Sunivo.

Update deal stage

Moves a deal to a new stage in Sunivo.

Log activity

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

Zoho Show Explore Zoho Show →

Triggers

New page created

Fires when a new page or doc is created in Zoho Show.

Record added

Fires when a new record is added to a database or table in Zoho Show.

Doc published

Fires when a doc in Zoho Show is published or shared.

Status changed

Fires when a status field changes on a record in Zoho Show.

Actions

Create page from template

Starts a new page in Zoho Show from a saved template.

Add or update record

Creates or updates a record in Zoho Show.

Append text

Adds text to the end of an existing doc in Zoho Show.

Move page

Moves a page in Zoho Show into a different space.

Log meeting summary documents to contact timelines When a document is published in Zoho Show, automatically log an activity on the corresponding contact in Sunivo so sales reps stay updated. See details

Sync document statuses with sales deal stages When a deal stage changed in Sunivo, automatically update the matching project record status in Zoho Show to keep cross-functional teams informed. See details

See all Sunivo + Zoho Show integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Build client onboarding hubs for won deals” between Sunivo and Zoho Show?

Yes — describe it in the box above and Knit's Integrations Agent researches Sunivo and Zoho Show'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.

Can closing a deal automatically spin up an onboarding document?

Yes, winning a deal in Sunivo can automatically create a client onboarding hub from a template in Zoho Show.

How can published client docs update our sales records?

Publishing research notes or customer documents in Zoho Show can automatically log activities on contact profiles in Sunivo.