Generate project tasks when deals are won

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

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See all Clio + OmniFocus 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.

Clio Explore Clio →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Clio.

New lead

Fires when a new client lead is added in Clio.

Invoice issued

Fires when a client invoice is issued in Clio.

Actions

Create matter

Opens a new case or matter in Clio.

Create contact

Adds a client, company or contact in Clio.

Create time entry

Logs billable time against a matter in Clio.

OmniFocus Explore OmniFocus →

Triggers

New task created

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

Task completed

Fires when a task in OmniFocus is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in OmniFocus.

Update task

Updates a task's status or assignee in OmniFocus.

Add comment

Posts a comment on a task in OmniFocus.

Assign task

Assigns a task in OmniFocus to a team member.

Update CRM deal stages when project tasks complete When a milestone task is completed in OmniFocus, automatically update the deal stage in Clio 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 OmniFocus, automatically log the activity in Clio on the customer record. See details

See all Clio + OmniFocus integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Clio and OmniFocus?

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

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