Update CRM deal stages when project tasks complete

When a milestone task is completed in Futureworks, automatically update the deal stage in SuperOffice 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.

Futureworks Explore Futureworks →

Triggers

New task created

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

Task completed

Fires when a task in Futureworks is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Futureworks.

Update task

Updates a task's status or assignee in Futureworks.

Add comment

Posts a comment on a task in Futureworks.

Move task

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

SuperOffice Explore SuperOffice →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in SuperOffice.

Contact updated

Fires when a field on a contact changes in SuperOffice.

Actions

Create or update contact

Creates or updates a contact in SuperOffice.

Create deal

Creates a new deal in SuperOffice.

Update deal stage

Moves a deal to a new stage in SuperOffice.

Log activity

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

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

See all Futureworks + SuperOffice 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 Futureworks and SuperOffice?

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

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