Generate project tasks when deals are won

When a deal is won in Circle, automatically create a project task in mintBlue to kick off client onboarding.

Try:

See all Circle + mintBlue integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Circle Explore Circle →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Circle.

Contact updated

Fires when a field on a contact changes in Circle.

Actions

Create or update contact

Creates or updates a contact in Circle.

Create deal

Creates a new deal in Circle.

Update deal stage

Moves a deal to a new stage in Circle.

Log activity

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

mintBlue Explore mintBlue →

Triggers

New task created

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

Task completed

Fires when a task in mintBlue is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in mintBlue.

Update task

Updates a task's status or assignee in mintBlue.

Add comment

Posts a comment on a task in mintBlue.

Move task

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

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

Log activity in CRM when task comments are added When a comment is added to a client task in mintBlue, automatically log the activity in Circle on the customer record. See details

See all Circle + mintBlue integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Circle and mintBlue?

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

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