Update CRM deal stages when project tasks complete
When a milestone task is completed in Knowify, automatically update the deal stage in Inspect Point 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.
Inspect Point Explore Inspect Point →
TriggersFires when a new contact or lead is added to Inspect Point.
Fires when a field on a contact changes in Inspect Point.
Fires when a deal, case or record moves to a new stage in Inspect Point.
Fires when a deal is marked won in Inspect Point.
Creates or updates a contact in Inspect Point.
Creates a new deal in Inspect Point.
Moves a deal or record to a new stage in Inspect Point.
Logs a call, email, or note against a record in Inspect Point.
Knowify Explore Knowify →
TriggersFires when a new task, job or item is created in Knowify.
Fires when a task in Knowify is marked complete.
Fires when a task's due date in Knowify is coming up.
Fires when a task, job or project changes status in Knowify.
Creates a new task, job or item in Knowify.
Updates a task's status or assignee in Knowify.
Posts a comment on a task in Knowify.
Assigns a task in Knowify to a team member.
More Inspect Point + Knowify workflows
Generate project tasks when deals are won
When a deal is won in Inspect Point, automatically create a project task in Knowify 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 Knowify, automatically log the activity in Inspect Point on the customer record.
See details
See all Inspect Point + Knowify integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update CRM deal stages when project tasks complete” between Inspect Point and Knowify?
Yes — describe it in the box above and Knit's Integrations Agent researches Inspect Point and Knowify'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 Knowify and Inspect Point 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 Inspect Point automatically spin up project tasks?
Yes, when a deal is won or changes stages in Inspect Point, you can instantly create initial project tasks in Knowify.