Update CRM deal stages when project tasks complete

When a milestone task is completed in AdaptiveWork, automatically update the deal stage in Salesforce to keep sales reps informed.

Try:

See all AdaptiveWork + Salesforce integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

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

Generate project tasks when deals are won When a deal is won in Salesforce, automatically create a project task in AdaptiveWork to kick off client onboarding. 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 Salesforce on the customer record. See details

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

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between AdaptiveWork and Salesforce?

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

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