Store signed proposals when deals are won

When a sales representative marks a deal won in ZipperAgent, automatically share the corresponding onboarding folder in Zip Archive with the customer success team.

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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.

ZipperAgent Explore ZipperAgent →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in ZipperAgent.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in ZipperAgent.

Actions

Create or update contact

Creates or updates a contact in ZipperAgent.

Create deal

Creates a new deal in ZipperAgent.

Update record stage

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

Log activity

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

Zip Archive Explore Zip Archive →

Triggers

New file uploaded

Fires when a new file is uploaded to Zip Archive.

File shared

Fires when a file in Zip Archive is shared with someone new.

Folder updated

Fires when a folder's contents change in Zip Archive.

Actions

Upload file

Uploads a file to Zip Archive.

Create folder

Creates a new folder in Zip Archive.

Share file

Shares a file from Zip Archive with a link or user.

Build dedicated customer folders for new deals When a deal reaches a new stage in ZipperAgent, automatically create a dedicated folder in Zip Archive 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 Zip Archive, automatically log an activity note on the matching account in ZipperAgent so account managers stay informed. See details

See all ZipperAgent + Zip Archive integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Store signed proposals when deals are won” between ZipperAgent and Zip Archive?

Yes — describe it in the box above and Knit's Integrations Agent researches ZipperAgent and Zip Archive'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 Zip Archive with ZipperAgent streamline our sales process?

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

Can changes in customer details in ZipperAgent update our file storage in Zip Archive?

Yes, when deal stages change or leads are created in ZipperAgent, project folders can be created or updated automatically in Zip Archive.