> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wokelo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# DealCloud

## Overview

Wokelo seamlessly integrates with DealCloud to auto-generate research and enrich your deal pipeline in a secure, compliant way. By bridging due diligence with relationship and deal management, we eliminate manual data entry and embed updated, context-aware insights directly into your Entries—empowering your team to evaluate opportunities faster than before.

## Key Capabilities & Workflows

### **Enterprise-Grade Security**

We operate on a restricted access model, connecting only to the specific Pipelines, EntryTypes, and Fields you explicitly authorize. Your sensitive deal data, private notes, and relationship intelligence remain completely isolated from the integration.

### Intelligent Pipeline Triggers

Wokelo connects to DealCloud's event system, enabling automated research at critical deal milestones:

* **Entry Creation** — Generate instant company profiles when new Companies or Deals are added
* **Pipeline Stage Changes** — Trigger due diligence reports when deals advance to DD or IC stages
* **Bespoke Workflow Execution** — We execute your custom research workflows and write structured outputs back into DealCloud.

### Seamless Insight Enrichment

Wokelo writes insights directly back into DealCloud. We push findings from your custom workflows to Entry fields, deal records, or Activity logs—keeping your data decision-ready at all times.

## Use Cases

* **New Entry Added** — When a new company or target is created in DealCloud, Wokelo automatically initiates the appropriate research workflow. There is no need for manual requests; the background analysis starts the moment the record appears.
* **Status Change** — As a deal moves through your pipeline stages, Wokelo detects the status change and triggers the specific depth of analysis required for that new phase.
* **Insights Enrichment** — Wokelo pushes key findings directly back into your DealCloud fields and grids.

<Frame>
  <img src="https://mintcdn.com/wokeloai-7cd44985/DGQO6tiPIb5g8QQq/images/image-16.png?fit=max&auto=format&n=DGQO6tiPIb5g8QQq&q=85&s=fe3c63bb268f446c4d94116c14d7ae4c" alt="Image" width="1480" height="840" data-path="images/image-16.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/wokeloai-7cd44985/DGQO6tiPIb5g8QQq/images/image-17.png?fit=max&auto=format&n=DGQO6tiPIb5g8QQq&q=85&s=0cfccd3c025312f018bce9947d30cc8e" alt="Image" width="1480" height="840" data-path="images/image-17.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/wokeloai-7cd44985/DGQO6tiPIb5g8QQq/images/image-18.png?fit=max&auto=format&n=DGQO6tiPIb5g8QQq&q=85&s=6ac1718ca4e458393b9788df9fac1ec8" alt="Image" width="1480" height="840" data-path="images/image-18.png" />
</Frame>

## Get Started

Ready to bring automated due diligence into your DealCloud workflow? Click below to get started.

<a href="/mintlify-homepage?contact=true">
  <button className="mt-10">Integrate Deal Cloud →</button>
</a>

<a href="/contact">
  <button className="mt-10">Integrate Deal Cloud →</button>
</a>