Update CRM deal stages when project tasks complete

When a milestone task is completed in Amazing Marvin, automatically update the deal stage in Dubsado to keep sales reps informed.

Try:

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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.

Amazing Marvin Explore Amazing Marvin →

Triggers

New task created

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

Task completed

Fires when a task in Amazing Marvin is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Amazing Marvin.

Update task

Updates a task's status or assignee in Amazing Marvin.

Add comment

Posts a comment on a task in Amazing Marvin.

Assign task

Assigns a task in Amazing Marvin to a team member.

Dubsado Explore Dubsado →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Dubsado.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Dubsado.

Actions

Create or update contact

Creates or updates a contact in Dubsado.

Create deal

Creates a new deal in Dubsado.

Update record stage

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

Log activity

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

Generate project tasks when deals are won When a deal is won in Dubsado, automatically create a project task in Amazing Marvin 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 Amazing Marvin, automatically log the activity in Dubsado on the customer record. See details

See all Amazing Marvin + Dubsado integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between Amazing Marvin and Dubsado?

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

Yes, when a deal is won or changes stages in Dubsado, you can instantly create initial project tasks in Amazing Marvin.