Generate project tasks when deals are won

When a deal is won in CRUSH, automatically create a project task in Any.do Personal to kick off client onboarding.

Try:

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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.

CRUSH Explore CRUSH →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in CRUSH.

Contact updated

Fires when a field on a contact changes in CRUSH.

Actions

Create or update contact

Creates or updates a contact in CRUSH.

Create deal

Creates a new deal in CRUSH.

Update deal stage

Moves a deal to a new stage in CRUSH.

Log activity

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

Any.do Personal Explore Any.do Personal →

Triggers

New task created

Fires when a new task or card is created in Any.do Personal.

Task completed

Fires when a task in Any.do Personal is marked complete.

Due date approaching

Fires when a task's due date in Any.do Personal is coming up.

Comment added

Fires when a comment is added to a task in Any.do Personal.

Actions

Create task

Creates a new task in Any.do Personal.

Update task

Updates a task's status or assignee in Any.do Personal.

Add comment

Posts a comment on a task in Any.do Personal.

Move task

Moves a task in Any.do Personal to a different board or list.

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

See all CRUSH + Any.do Personal integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between CRUSH and Any.do Personal?

Yes — describe it in the box above and Knit's Integrations Agent researches CRUSH and Any.do Personal'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 Any.do Personal and CRUSH 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 CRUSH automatically spin up project tasks?

Yes, when a deal is won or changes stages in CRUSH, you can instantly create initial project tasks in Any.do Personal.