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