Log sales activity from shared chat files
When a contract or proposal document is shared in Symphony, automatically log an activity on the corresponding account record in WePro.
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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.
WePro Explore WePro →
TriggersFires when a new contact or lead is added to WePro.
Fires when a field on a contact changes in WePro.
Fires when a deal, case or record moves to a new stage in WePro.
Fires when a deal is marked won in WePro.
Creates or updates a contact in WePro.
Creates a new deal in WePro.
Moves a deal or record to a new stage in WePro.
Logs a call, email, or note against a record in WePro.
Symphony Explore Symphony →
TriggersFires when a new message is posted to a channel in Symphony.
Fires when your team or a keyword is mentioned in Symphony.
Fires when a new channel is created in Symphony.
Fires when a new file is shared in Symphony.
Posts a message to a channel in Symphony.
Sends a direct message to a person in Symphony.
Creates a new channel in Symphony.
Adds a user to a channel in Symphony.
More WePro + Symphony workflows
Celebrate won deals in sales channels
Whenever a deal is marked won in WePro, automatically post a celebratory message in the dedicated Symphony team channel to notify leadership.
See details
Create dedicated chat channels for high-value leads
When a new lead enters WePro, automatically set up a dedicated project channel in Symphony and invite key team members to collaborate.
See details
See all WePro + Symphony integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log sales activity from shared chat files” between WePro and Symphony?
Yes — describe it in the box above and Knit's Integrations Agent researches WePro and Symphony'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 notifications be posted automatically to team channels?
Yes, whenever a deal changes stage or is won in WePro, a customized notification message is instantly sent to your selected channel in Symphony.
Can team discussions in Symphony update records in WePro?
Yes, when team members post specific updates or share key files in Symphony, you can automatically log activities or update deal stages in WePro.