When new contact in WealthCounsel, sync it to Salesforce.

When a new contact is added in WealthCounsel, create a matching contact record in Salesforce.

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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.

WealthCounsel Explore WealthCounsel →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in WealthCounsel.

New lead

Fires when a new client lead is added in WealthCounsel.

Invoice issued

Fires when a client invoice is issued in WealthCounsel.

Actions

Create matter

Opens a new case or matter in WealthCounsel.

Create contact

Adds a client, company or contact in WealthCounsel.

Create time entry

Logs billable time against a matter in WealthCounsel.

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.

Open matters for retained clients When a deal is won in Salesforce, create a matter in WealthCounsel. See details

Sync intake leads When a new lead comes in via WealthCounsel, create a contact in Salesforce. See details

Update clients on case changes When a case is updated in WealthCounsel, update the contact in Salesforce. See details

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

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FAQ

Common questions

Can Knit build “When new contact in WealthCounsel, sync it to Salesforce.” between WealthCounsel and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches WealthCounsel 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 a signed client open a matter?

Yes. When a deal is won or a contact is marked retained in Salesforce, WealthCounsel can create the client and matter.

Do case updates reach the CRM?

When a case is added or updated in WealthCounsel, the matching contact in Salesforce can be updated.