Generate project tasks when deals are won

When a deal is won in Home Inspector Pro Office, automatically create a project task in HomeManager 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.

Home Inspector Pro Office Explore Home Inspector Pro Office →

Triggers

New lead created

Fires when a new lead or contact is created in Home Inspector Pro Office.

Deal stage changed

Fires when a deal moves to a new stage in Home Inspector Pro Office.

Deal won

Fires when a deal is marked won in Home Inspector Pro Office.

Contact updated

Fires when a field on a contact changes in Home Inspector Pro Office.

Actions

Create or update contact

Creates or updates a contact in Home Inspector Pro Office.

Create deal

Creates a new deal in Home Inspector Pro Office.

Update deal stage

Moves a deal to a new stage in Home Inspector Pro Office.

Log activity

Logs a call, email, or note against a record in Home Inspector Pro Office.

HomeManager Explore HomeManager →

Triggers

New task created

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

Task completed

Fires when a task in HomeManager is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in HomeManager.

Update task

Updates a task's status or assignee in HomeManager.

Add comment

Posts a comment on a task in HomeManager.

Move task

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

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

See all Home Inspector Pro Office + HomeManager integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Home Inspector Pro Office and HomeManager?

Yes — describe it in the box above and Knit's Integrations Agent researches Home Inspector Pro Office and HomeManager'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 HomeManager and Home Inspector Pro Office 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 Home Inspector Pro Office automatically spin up project tasks?

Yes, when a deal is won or changes stages in Home Inspector Pro Office, you can instantly create initial project tasks in HomeManager.