Update CRM deal stages when project tasks complete

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

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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.

Baton Explore Baton →

Triggers

New task created

Fires when a new task or card is created in Baton.

Task completed

Fires when a task in Baton is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Baton.

Actions

Create task

Creates a new task in Baton.

Update task

Updates a task's status or assignee in Baton.

Add comment

Posts a comment on a task in Baton.

Move task

Moves a task in Baton to a different board or list.

GorillaDesk Explore GorillaDesk →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in GorillaDesk.

Contact updated

Fires when a field on a contact changes in GorillaDesk.

Actions

Create or update contact

Creates or updates a contact in GorillaDesk.

Create deal

Creates a new deal in GorillaDesk.

Update deal stage

Moves a deal to a new stage in GorillaDesk.

Log activity

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

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

See all Baton + GorillaDesk 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 Baton and GorillaDesk?

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

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