Send text messages to newly created leads

When a new lead is created in NGP VAN, automatically send a welcome SMS via Switchboard to establish immediate contact.

Try:

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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.

Switchboard Explore Switchboard →

Triggers

New inbound SMS

Fires when a new text message is received in Switchboard.

New call

Fires when a new call comes in or out through Switchboard.

Missed call

Fires when a call is missed in Switchboard.

Call recording ready

Fires when a call recording finishes processing in Switchboard.

Actions

Send an SMS or MMS

Sends a text message through Switchboard.

Place an outbound call

Starts an outbound call via Switchboard.

Create or update a contact

Creates or updates a contact in Switchboard.

Send a voice message

Sends a recorded voice message via Switchboard.

NGP VAN Explore NGP VAN →

Triggers

New lead created

Fires when a new lead or contact is created in NGP VAN.

Deal stage changed

Fires when a deal moves to a new stage in NGP VAN.

Deal won

Fires when a deal is marked won in NGP VAN.

Contact updated

Fires when a field on a contact changes in NGP VAN.

Actions

Create or update contact

Creates or updates a contact in NGP VAN.

Create deal

Creates a new deal in NGP VAN.

Update deal stage

Moves a deal to a new stage in NGP VAN.

Log activity

Logs a call, email, or note against a record in NGP VAN.

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

Dispatch text confirmations on won deals When a deal is won in NGP VAN, send an automated SMS via Switchboard to confirm details with the client. See details

See all Switchboard + NGP VAN integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Switchboard and NGP VAN?

Yes — describe it in the box above and Knit's Integrations Agent researches Switchboard and NGP VAN'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 NGP VAN and Switchboard help track phone communications?

Inbound calls, text messages, and missed calls handled in Switchboard can automatically log activities or update lead profiles directly inside NGP VAN.

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

Yes, updating a deal stage in NGP VAN can prompt Switchboard to send an automated SMS confirmation or message to the client.