Generate project tasks when deals are won

When a deal is won in Folio, automatically create a project task in Asana to kick off client onboarding.

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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.

Folio Explore Folio →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Folio.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Folio.

Actions

Create or update contact

Creates or updates a contact in Folio.

Create deal

Creates a new deal in Folio.

Update record stage

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

Log activity

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

Asana Explore Asana →

Triggers

New task created

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

Task completed

Fires when a task in Asana is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Asana.

Update task

Updates a task's status or assignee in Asana.

Add comment

Posts a comment on a task in Asana.

Assign task

Assigns a task in Asana to a team member.

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

See all Folio + Asana integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Folio and Asana?

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

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