Log activity in CRM when task comments are added

When a comment is added to a client task in Six Disciplines, automatically log the activity in BSI on the customer record.

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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.

BSI Explore BSI →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in BSI.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in BSI.

Actions

Create or update contact

Creates or updates a contact in BSI.

Create deal

Creates a new deal in BSI.

Update record stage

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

Log activity

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

Six Disciplines Explore Six Disciplines →

Triggers

New task created

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

Task completed

Fires when a task in Six Disciplines is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Six Disciplines.

Update task

Updates a task's status or assignee in Six Disciplines.

Add comment

Posts a comment on a task in Six Disciplines.

Assign task

Assigns a task in Six Disciplines to a team member.

Generate project tasks when deals are won When a deal is won in BSI, automatically create a project task in Six Disciplines to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in Six Disciplines, automatically update the deal stage in BSI to keep sales reps informed. See details

See all BSI + Six Disciplines integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between BSI and Six Disciplines?

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

Yes, when a deal is won or changes stages in BSI, you can instantly create initial project tasks in Six Disciplines.