Generate project tasks when deals are won

When a deal is won in EyeLevel.ai, automatically create a project task in Lytho to kick off client onboarding.

Try:

See all EyeLevel.ai + Lytho integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

EyeLevel.ai Explore EyeLevel.ai →

Triggers

New lead created

Fires when a new lead or contact is created in EyeLevel.ai.

Deal stage changed

Fires when a deal moves to a new stage in EyeLevel.ai.

Deal won

Fires when a deal is marked won in EyeLevel.ai.

Contact updated

Fires when a field on a contact changes in EyeLevel.ai.

Actions

Create or update contact

Creates or updates a contact in EyeLevel.ai.

Create deal

Creates a new deal in EyeLevel.ai.

Update deal stage

Moves a deal to a new stage in EyeLevel.ai.

Log activity

Logs a call, email, or note against a record in EyeLevel.ai.

Lytho Explore Lytho →

Triggers

New task created

Fires when a new task or card is created in Lytho.

Task completed

Fires when a task in Lytho is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Lytho.

Actions

Create task

Creates a new task in Lytho.

Update task

Updates a task's status or assignee in Lytho.

Add comment

Posts a comment on a task in Lytho.

Move task

Moves a task in Lytho to a different board or list.

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

See all EyeLevel.ai + Lytho integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between EyeLevel.ai and Lytho?

Yes — describe it in the box above and Knit's Integrations Agent researches EyeLevel.ai and Lytho'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 Lytho and EyeLevel.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 EyeLevel.ai automatically spin up project tasks?

Yes, when a deal is won or changes stages in EyeLevel.ai, you can instantly create initial project tasks in Lytho.