Generate project tasks when deals are won

When a deal is won in Pipedrive, automatically create a project task in ActiveCollab to kick off client onboarding.

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See all ActiveCollab + Pipedrive integrations or talk to a human

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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.

ActiveCollab Explore ActiveCollab →

Triggers

New task created

Fires when a new task, job or item is created in ActiveCollab.

Task completed

Fires when a task in ActiveCollab is marked complete.

Due date approaching

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

Status changed

Fires when a task, job or project changes status in ActiveCollab.

Actions

Create task

Creates a new task, job or item in ActiveCollab.

Update task

Updates a task's status or assignee in ActiveCollab.

Add comment

Posts a comment on a task in ActiveCollab.

Assign task

Assigns a task in ActiveCollab to a team member.

Pipedrive Explore Pipedrive →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Pipedrive.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Pipedrive.

Actions

Create or update contact

Creates or updates a contact in Pipedrive.

Create deal

Creates a new deal in Pipedrive.

Update record stage

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

Log activity

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

Update CRM deal stages when project tasks complete When a milestone task is completed in ActiveCollab, automatically update the deal stage in Pipedrive 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 ActiveCollab, automatically log the activity in Pipedrive on the customer record. See details

See all ActiveCollab + Pipedrive integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between ActiveCollab and Pipedrive?

Yes — describe it in the box above and Knit's Integrations Agent researches ActiveCollab and Pipedrive'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 ActiveCollab and Pipedrive 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 Pipedrive automatically spin up project tasks?

Yes, when a deal is won or changes stages in Pipedrive, you can instantly create initial project tasks in ActiveCollab.