Log activity in CRM when task comments are added

When a comment is added to a client task in Taskade, automatically log the activity in Clio 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.

Clio Explore Clio →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Clio.

Contact updated

Fires when a field on a contact changes in Clio.

Actions

Create or update contact

Creates or updates a contact in Clio.

Create deal

Creates a new deal in Clio.

Update deal stage

Moves a deal to a new stage in Clio.

Log activity

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

Taskade Explore Taskade →

Triggers

New task created

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

Task completed

Fires when a task in Taskade is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Taskade.

Update task

Updates a task's status or assignee in Taskade.

Add comment

Posts a comment on a task in Taskade.

Move task

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

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

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

See all Clio + Taskade 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 Clio and Taskade?

Yes — describe it in the box above and Knit's Integrations Agent researches Clio and Taskade'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 Taskade 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 Taskade.