When new folder in IntelligenceBank, sync it to Vortext.

When a new folder is created in IntelligenceBank, map asset folder structures to Vortext.

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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.

Vortext Explore Vortext →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Vortext.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Vortext.

Actions

Create or update contact

Creates or updates a contact in Vortext.

Create deal

Creates a new deal in Vortext.

Update record stage

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

Log activity

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

IntelligenceBank Explore IntelligenceBank →

Triggers

New file uploaded

Fires when a new file is uploaded to IntelligenceBank.

File shared

Fires when a file in IntelligenceBank is shared with someone new.

Folder updated

Fires when a folder's contents change in IntelligenceBank.

Actions

Upload file

Uploads a file to IntelligenceBank.

Create folder

Creates a new folder in IntelligenceBank.

Share file

Shares a file from IntelligenceBank with a link or user.

Build dedicated customer folders for new deals When a deal reaches a new stage in Vortext, automatically create a dedicated folder in IntelligenceBank to organize contracts, briefs, and client collateral. See details

Log client file updates directly to pipeline activities When a client uploads a new document in IntelligenceBank, automatically log an activity note on the matching account in Vortext so account managers stay informed. See details

Store signed proposals when deals are won When a sales representative marks a deal won in Vortext, automatically share the corresponding onboarding folder in IntelligenceBank with the customer success team. See details

See all Vortext + IntelligenceBank integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new folder in IntelligenceBank, sync it to Vortext.” between Vortext and IntelligenceBank?

Yes — describe it in the box above and Knit's Integrations Agent researches Vortext and IntelligenceBank'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 integrating IntelligenceBank with Vortext streamline our sales process?

It automatically creates shared folders and attaches important proposals or assets in IntelligenceBank directly to deal records in Vortext, saving reps time and keeping files organized.

Can changes in customer details in Vortext update our file storage in IntelligenceBank?

Yes, when deal stages change or leads are created in Vortext, project folders can be created or updated automatically in IntelligenceBank.