Update CRM deal stages when project tasks complete

When a milestone task is completed in Jira Software Cloud, automatically update the deal stage in Day AI to keep sales reps informed.

Try:

See all Day AI + Jira Software Cloud 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.

Day AI Explore Day AI →

Triggers

New lead created

Fires when a new lead or contact is created in Day AI.

Deal stage changed

Fires when a deal moves to a new stage in Day AI.

Deal won

Fires when a deal is marked won in Day AI.

Contact updated

Fires when a field on a contact changes in Day AI.

Actions

Create or update contact

Creates or updates a contact in Day AI.

Create deal

Creates a new deal in Day AI.

Update deal stage

Moves a deal to a new stage in Day AI.

Log activity

Logs a call, email, or note against a record in Day AI.

Jira Software Cloud Explore Jira Software Cloud →

Triggers

New task created

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

Task completed

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

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Jira Software Cloud.

Update task

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

Add comment

Posts a comment on a task in Jira Software Cloud.

Move task

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

Generate project tasks when deals are won When a deal is won in Day AI, automatically create a project task in Jira Software Cloud 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 Jira Software Cloud, automatically log the activity in Day AI on the customer record. See details

See all Day AI + Jira Software Cloud 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 Day AI and Jira Software Cloud?

Yes — describe it in the box above and Knit's Integrations Agent researches Day AI and Jira Software Cloud'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 Cloud and Day AI 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 Day AI automatically spin up project tasks?

Yes, when a deal is won or changes stages in Day AI, you can instantly create initial project tasks in Jira Software Cloud.