Enroll new customers upon deal close

When a deal stage changes to won in Salesforce, automatically activate the user and enroll the student in their designated onboarding course in Teachify.

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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.

Teachify Explore Teachify →

Triggers

New course created

Fires when a new course is created in Teachify.

Student enrolled

Fires when a learner enrolls in a course in Teachify.

Course completed

Fires when a learner completes a course in Teachify.

New user registered

Fires when a new user registers in Teachify.

Actions

Activate user

Activates a learner or user account in Teachify.

Issue badge

Issues a digital badge or certificate to a learner in Teachify.

Salesforce Explore Salesforce →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

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

Log completed training in customer CRM When a course is completed in Teachify, automatically update the contact profile in Salesforce to give account managers full visibility into client learning progress. See details

Create sales leads from user registrations When a new user registers in Teachify, automatically create or update a contact in Salesforce to kick off prospect nurture workflows. See details

See all Teachify + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enroll new customers upon deal close” between Teachify and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Teachify and Salesforce'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 Teachify and Salesforce streamline customer onboarding?

Winning a deal in Salesforce can automatically register new users and enroll students in Teachify, giving clients instant access to training.

Can student progress in Teachify be tracked inside Salesforce?

Yes, when a student completes a course in Teachify, the completion and badge issuance can be logged in Salesforce on their contact record.