Log activity in CRM when task comments are added

When a comment is added to a client task in vPlan, automatically log the activity in Doktor365 on the customer record.

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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.

Doktor365 Explore Doktor365 →

Triggers

Appointment scheduled

Fires when a patient appointment is booked in Doktor365.

Appointment cancelled

Fires when a patient appointment is cancelled in Doktor365.

Patient visited

Fires when a patient visit is recorded in Doktor365.

Actions

Create patient

Adds a new patient record in Doktor365.

Add note to patient

Adds a note to a patient record in Doktor365.

vPlan Explore vPlan →

Triggers

New task created

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

Task completed

Fires when a task in vPlan is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in vPlan.

Update task

Updates a task's status or assignee in vPlan.

Add comment

Posts a comment on a task in vPlan.

Assign task

Assigns a task in vPlan to a team member.

Generate project tasks when deals are won When a deal is won in Doktor365, automatically create a project task in vPlan to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in vPlan, automatically update the deal stage in Doktor365 to keep sales reps informed. See details

See all Doktor365 + vPlan 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 Doktor365 and vPlan?

Yes — describe it in the box above and Knit's Integrations Agent researches Doktor365 and vPlan'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 vPlan and Doktor365 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 Doktor365 automatically spin up project tasks?

Yes, when a deal is won or changes stages in Doktor365, you can instantly create initial project tasks in vPlan.