Update CRM deal stages when project tasks complete

When a milestone task is completed in Filevine, automatically update the deal stage in BIGContacts to keep sales reps informed.

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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.

Filevine Explore Filevine →

Triggers

New task created

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

Task completed

Fires when a task in Filevine is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Filevine.

Update task

Updates a task's status or assignee in Filevine.

Add comment

Posts a comment on a task in Filevine.

Assign task

Assigns a task in Filevine to a team member.

BIGContacts Explore BIGContacts →

Triggers

New contact or lead

Fires when a new contact or lead is added to BIGContacts.

Contact updated

Fires when a field on a contact changes in BIGContacts.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in BIGContacts.

Actions

Create or update contact

Creates or updates a contact in BIGContacts.

Create deal

Creates a new deal in BIGContacts.

Update record stage

Moves a deal or record to a new stage in BIGContacts.

Log activity

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

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

See all Filevine + BIGContacts 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 Filevine and BIGContacts?

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

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