Draft customized sales proposals when deals progress

When a deal moves to a proposal stage in Salesforce, automatically render a customized pitch document in Trolly.ai tailored to the deal details.

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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.

Trolly.ai Explore Trolly.ai →

Triggers

New content generated

Fires when Trolly.ai finishes generating a draft, image, or video.

Render finished

Fires when a video or asset render completes in Trolly.ai.

Document published from a flow

Fires when Trolly.ai publishes a document from a workflow.

Actions

Generate content from a prompt

Sends a prompt to Trolly.ai and returns the generated text, image or video.

Render from a template

Renders a video or asset from a saved template in Trolly.ai.

Summarize a block of text

Uses Trolly.ai to summarize longer text.

Create or update a document

Writes generated content to a document in Trolly.ai.

Salesforce Explore Salesforce →

Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

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

Log generated documents directly to CRM deal records When a new sales collateral document is published in Trolly.ai, automatically log the activity under the corresponding deal in Salesforce. See details

Generate personalized outreach drafts for new leads When a new lead is added in Salesforce, automatically generate an outreach email draft in Trolly.ai based on lead profile notes. See details

See all Trolly.ai + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Draft customized sales proposals when deals progress” between Trolly.ai and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Trolly.ai 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.

Can sales proposals be created automatically when a deal moves forward in Salesforce?

Yes, moving a deal to a new stage in Salesforce can tell Trolly.ai to render a tailored proposal document using customer data.

How does AI content generation assist with new leads in Salesforce?

When a lead record is added in Salesforce, Trolly.ai can draft a personalized introductory email tailored to that lead's specific industry and needs.