Create tenants from won deals

When a deal is won in Sure Send, create a tenant in Dotloop.

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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.

Sure Send Explore Sure Send →

Triggers

New contact or lead

Fires when a new contact or lead is added to Sure Send.

Contact updated

Fires when a field on a contact changes in Sure Send.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Sure Send.

Actions

Create or update contact

Creates or updates a contact in Sure Send.

Create deal

Creates a new deal in Sure Send.

Update record stage

Moves a deal or record to a new stage in Sure Send.

Log activity

Logs a call, email, or note against a record in Sure Send.

Dotloop Explore Dotloop →

Triggers

New lease

Fires when a lease is created, starts or ends in Dotloop.

New listing

Fires when a new property listing is added in Dotloop.

New booking or transaction

Fires when a reservation, offer or transaction is created in Dotloop.

Inspection updated

Fires when an inspection is scheduled, closed or cancelled in Dotloop.

Actions

Create client or tenant

Adds a client, tenant or prospect in Dotloop.

Create or update listing

Creates or updates a property listing in Dotloop.

Create work order

Creates a maintenance task or work order in Dotloop.

Log leases on contacts When a new lease is signed in Dotloop, update the contact in Sure Send. See details

Share new listings with leads When a listing is added in Dotloop, create a task in Sure Send for matching leads. See details

See all Sure Send + Dotloop integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create tenants from won deals” between Sure Send and Dotloop?

Yes — describe it in the box above and Knit's Integrations Agent researches Sure Send and Dotloop'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 a CRM lead become a tenant?

Yes. When a deal is won in Sure Send, Dotloop can create the client or tenant.

Do new leases update contacts?

When a lease is created in Dotloop, the contact in Sure Send can be updated with the property and dates.