Update CRM deal stages when project tasks complete
When a milestone task is completed in Taskworld, automatically update the deal stage in Agora to keep sales reps informed.
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.
Agora Explore Agora →
TriggersFires when a new contact or lead is added to Agora.
Fires when a field on a contact changes in Agora.
Fires when a deal, case or record moves to a new stage in Agora.
Fires when a deal is marked won in Agora.
Creates or updates a contact in Agora.
Creates a new deal in Agora.
Moves a deal or record to a new stage in Agora.
Logs a call, email, or note against a record in Agora.
Taskworld Explore Taskworld →
TriggersFires when a new task, job or item is created in Taskworld.
Fires when a task in Taskworld is marked complete.
Fires when a task's due date in Taskworld is coming up.
Fires when a task, job or project changes status in Taskworld.
Creates a new task, job or item in Taskworld.
Updates a task's status or assignee in Taskworld.
Posts a comment on a task in Taskworld.
Assigns a task in Taskworld to a team member.
More Agora + Taskworld workflows
Generate project tasks when deals are won
When a deal is won in Agora, automatically create a project task in Taskworld 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 Taskworld, automatically log the activity in Agora on the customer record.
See details
See all Agora + Taskworld integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update CRM deal stages when project tasks complete” between Agora and Taskworld?
Yes — describe it in the box above and Knit's Integrations Agent researches Agora and Taskworld'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 Taskworld and Agora 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 Agora automatically spin up project tasks?
Yes, when a deal is won or changes stages in Agora, you can instantly create initial project tasks in Taskworld.