Update CRM deal stages when project tasks complete

When a milestone task is completed in Accelo, automatically update the deal stage in Darwin CX to keep sales reps informed.

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See all Darwin CX + Accelo 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.

Darwin CX Explore Darwin CX →

Triggers

New contact or lead

Fires when a new contact or lead is added to Darwin CX.

Contact updated

Fires when a field on a contact changes in Darwin CX.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Darwin CX.

Deal won

Fires when a deal is marked won in Darwin CX.

Actions

Create or update contact

Creates or updates a contact in Darwin CX.

Create deal

Creates a new deal in Darwin CX.

Update record stage

Moves a deal or record to a new stage in Darwin CX.

Log activity

Logs a call, email, or note against a record in Darwin CX.

Accelo Explore Accelo →

Triggers

New task created

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

Task completed

Fires when a task in Accelo is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Accelo.

Update task

Updates a task's status or assignee in Accelo.

Add comment

Posts a comment on a task in Accelo.

Assign task

Assigns a task in Accelo to a team member.

Generate project tasks when deals are won When a deal is won in Darwin CX, automatically create a project task in Accelo 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 Accelo, automatically log the activity in Darwin CX on the customer record. See details

See all Darwin CX + Accelo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between Darwin CX and Accelo?

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

Yes, when a deal is won or changes stages in Darwin CX, you can instantly create initial project tasks in Accelo.