Connect Knack and WhatConverts

Both apps 28Knack 12WhatConverts 16

• Trigger
  New View Record

  Fires when a new record appears in a Knack page view — polls a view's records (respects the view's access control and filters), the view-based counterpart to New Record.

• Action
  Create Record

  Add a new record to a Knack object. Provide field values as a JSON object keyed by field key (e.g. field_1).

• Action
  Create View Record

  create a record through a view, including inserting a connected record (view-based)

• Action
  Delete Record

  Delete a record from a Knack object by ID.

• Action
  Delete View Record

  delete a record through a view (view-based)

• Action
  Get Record

  Retrieve a single record by ID from a Knack object.

• Action
  Get View Record

  Retrieve a single record through a page view by its ID — returns only the fields exposed by the view and respects the view's access control, the view-based counterpart to Get Record.

• Action
  List Records

  Retrieve records from a Knack object, with optional paging and filters.

• Action
  List View Records

  retrieve records through a view (view-based, applies view permissions/filters)

• Action
  Update Record

  Update an existing record in a Knack object by ID.

• Action
  Update View Record

  update a record through a view (view-based)

• Action
  Upload File or Image

  upload a file or image asset to associate with a record field

• Trigger
  New Lead

  Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.

• Trigger
  Updated Lead

  Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.

• Action
  Add account

  Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.

• Action
  Add profile

  Creates a new profile under a WhatConverts agency account.

• Action
  Create Lead

  Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.

• Action
  Delete account

  Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.

• Action
  Delete profile

  Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.

• Action
  Find Lead

  Returns one WhatConverts lead by its lead ID, including source, contact and call details.

• Action
  Get account

  Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.

• Action
  Get lead

  Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.

• Action
  Get profile

  Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.

• Action
  List accounts

  Returns the accounts in your WhatConverts agency, with each account's profiles.

• Action
  List profiles

  Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.

• Action
  Update account

  Renames an existing WhatConverts account (agency key required).

• Action
  Update Lead

  Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL.

• Action
  Update profile

  Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.