Daylite Remember The Milk

Log activity in CRM when task comments are added

When a comment is added to a client task in Remember The Milk, automatically log the activity in Daylite on the customer record.

Try:

See all Daylite + Remember The Milk 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.

Daylite Explore Daylite →

Triggers
New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Daylite.

Contact updated

Fires when a field on a contact changes in Daylite.

Actions
Create or update contact

Creates or updates a contact in Daylite.

Create deal

Creates a new deal in Daylite.

Update deal stage

Moves a deal to a new stage in Daylite.

Log activity

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

Remember The Milk Explore Remember The Milk →

Triggers
New task created

Fires when a new task or card is created in Remember The Milk.

Task completed

Fires when a task in Remember The Milk is marked complete.

Due date approaching

Fires when a task's due date in Remember The Milk is coming up.

Comment added

Fires when a comment is added to a task in Remember The Milk.

Actions
Create task

Creates a new task in Remember The Milk.

Update task

Updates a task's status or assignee in Remember The Milk.

Add comment

Posts a comment on a task in Remember The Milk.

Move task

Moves a task in Remember The Milk to a different board or list.

Generate project tasks when deals are won When a deal is won in Daylite, automatically create a project task in Remember The Milk to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Remember The Milk, automatically update the deal stage in Daylite to keep sales reps informed. See details

See all Daylite + Remember The Milk 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 Daylite and Remember The Milk?

Yes — describe it in the box above and Knit's Integrations Agent researches Daylite and Remember The Milk'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 Remember The Milk and Daylite 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 Daylite automatically spin up project tasks?

Yes, when a deal is won or changes stages in Daylite, you can instantly create initial project tasks in Remember The Milk.

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