Generate project tasks when deals are won

When a deal is won in ConnectWise Manage, automatically create a project task in Jira Software Server to kick off client onboarding.

Try:

See all ConnectWise Manage + Jira Software Server 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.

ConnectWise Manage Explore ConnectWise Manage →

Triggers

New lead created

Fires when a new lead or contact is created in ConnectWise Manage.

Deal stage changed

Fires when a deal moves to a new stage in ConnectWise Manage.

Deal won

Fires when a deal is marked won in ConnectWise Manage.

Contact updated

Fires when a field on a contact changes in ConnectWise Manage.

Actions

Create or update contact

Creates or updates a contact in ConnectWise Manage.

Create deal

Creates a new deal in ConnectWise Manage.

Update deal stage

Moves a deal to a new stage in ConnectWise Manage.

Log activity

Logs a call, email, or note against a record in ConnectWise Manage.

Jira Software Server Explore Jira Software Server →

Triggers

New task created

Fires when a new task or card is created in Jira Software Server.

Task completed

Fires when a task in Jira Software Server is marked complete.

Due date approaching

Fires when a task's due date in Jira Software Server is coming up.

Comment added

Fires when a comment is added to a task in Jira Software Server.

Actions

Create task

Creates a new task in Jira Software Server.

Update task

Updates a task's status or assignee in Jira Software Server.

Add comment

Posts a comment on a task in Jira Software Server.

Move task

Moves a task in Jira Software Server to a different board or list.

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

See all ConnectWise Manage + Jira Software Server integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between ConnectWise Manage and Jira Software Server?

Yes — describe it in the box above and Knit's Integrations Agent researches ConnectWise Manage and Jira Software Server'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 Jira Software Server and ConnectWise Manage 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 ConnectWise Manage automatically spin up project tasks?

Yes, when a deal is won or changes stages in ConnectWise Manage, you can instantly create initial project tasks in Jira Software Server.