Generate project tasks when deals are won

When a deal is won in 1CRM, automatically create a project task in Agiled to kick off client onboarding.

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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.

1CRM Explore 1CRM →

Triggers

New lead created

Fires when a new lead or contact is created in 1CRM.

Deal stage changed

Fires when a deal moves to a new stage in 1CRM.

Deal won

Fires when a deal is marked won in 1CRM.

Contact updated

Fires when a field on a contact changes in 1CRM.

Actions

Create or update contact

Creates or updates a contact in 1CRM.

Create deal

Creates a new deal in 1CRM.

Update deal stage

Moves a deal to a new stage in 1CRM.

Log activity

Logs a call, email, or note against a record in 1CRM.

Agiled Explore Agiled →

Triggers

New task created

Fires when a new task or card is created in Agiled.

Task completed

Fires when a task in Agiled is marked complete.

Due date approaching

Fires when a task's due date in Agiled is coming up.

Comment added

Fires when a comment is added to a task in Agiled.

Actions

Create task

Creates a new task in Agiled.

Update task

Updates a task's status or assignee in Agiled.

Add comment

Posts a comment on a task in Agiled.

Move task

Moves a task in Agiled to a different board or list.

Update CRM deal stages when project tasks complete When a milestone task is completed in Agiled, automatically update the deal stage in 1CRM to keep sales reps informed. See details

Log activity in CRM when task comments are added When a comment is added to a client task in Agiled, automatically log the activity in 1CRM on the customer record. See details

See all 1CRM + Agiled integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between 1CRM and Agiled?

Yes — describe it in the box above and Knit's Integrations Agent researches 1CRM and Agiled'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 connecting Agiled and 1CRM help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in 1CRM automatically spin up project tasks?

Yes, when a deal is won or changes stages in 1CRM, you can instantly create initial project tasks in Agiled.