Generate project tasks when deals are won

When a deal is won in Freshsales Suite, automatically create a project task in AdaptiveWork to kick off client onboarding.

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See all AdaptiveWork + Freshsales Suite 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.

AdaptiveWork Explore AdaptiveWork →

Triggers

New task created

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

Task completed

Fires when a task in AdaptiveWork is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in AdaptiveWork.

Update task

Updates a task's status or assignee in AdaptiveWork.

Add comment

Posts a comment on a task in AdaptiveWork.

Move task

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

Freshsales Suite Explore Freshsales Suite →

Triggers

New lead created

Fires when a new lead or contact is created in Freshsales Suite.

Deal stage changed

Fires when a deal moves to a new stage in Freshsales Suite.

Deal won

Fires when a deal is marked won in Freshsales Suite.

Contact updated

Fires when a field on a contact changes in Freshsales Suite.

Actions

Create or update contact

Creates or updates a contact in Freshsales Suite.

Create deal

Creates a new deal in Freshsales Suite.

Update deal stage

Moves a deal to a new stage in Freshsales Suite.

Log activity

Logs a call, email, or note against a record in Freshsales Suite.

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

See all AdaptiveWork + Freshsales Suite integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between AdaptiveWork and Freshsales Suite?

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

Yes, when a deal is won or changes stages in Freshsales Suite, you can instantly create initial project tasks in AdaptiveWork.