Update CRM deal stages when project tasks complete

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

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See all Aura + ClickUp 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.

Aura Explore Aura →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Aura.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Aura.

Actions

Create or update contact

Creates or updates a contact in Aura.

Create deal

Creates a new deal in Aura.

Update record stage

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

Log activity

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

ClickUp Explore ClickUp →

Triggers

New task created

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

Task completed

Fires when a task in ClickUp is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in ClickUp.

Update task

Updates a task's status or assignee in ClickUp.

Add comment

Posts a comment on a task in ClickUp.

Assign task

Assigns a task in ClickUp to a team member.

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

See all Aura + ClickUp 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 Aura and ClickUp?

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

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