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