Generate project tasks when deals are won
When a deal is won in iCloudReady, automatically create a project task in ISO Manager to kick off client onboarding.
See all ISO Manager + iCloudReady integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
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.
ISO Manager Explore ISO Manager →
TriggersFires when an audit, inspection or risk assessment is completed in ISO Manager.
Fires when a worker signs in or out of a site in ISO Manager.
Fires when a safety record or event is logged in ISO Manager.
Logs a safety record, check or event in ISO Manager.
Creates a request or action item in ISO Manager.
iCloudReady Explore iCloudReady →
TriggersFires when a new contact or lead is added to iCloudReady.
Fires when a field on a contact changes in iCloudReady.
Fires when a deal, case or record moves to a new stage in iCloudReady.
Fires when a deal is marked won in iCloudReady.
Creates or updates a contact in iCloudReady.
Creates a new deal in iCloudReady.
Moves a deal or record to a new stage in iCloudReady.
Logs a call, email, or note against a record in iCloudReady.
More ISO Manager + iCloudReady workflows
Update CRM deal stages when project tasks complete
When a milestone task is completed in ISO Manager, automatically update the deal stage in iCloudReady 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 ISO Manager, automatically log the activity in iCloudReady on the customer record.
See details
See all ISO Manager + iCloudReady integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate project tasks when deals are won” between ISO Manager and iCloudReady?
Yes — describe it in the box above and Knit's Integrations Agent researches ISO Manager and iCloudReady'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 ISO Manager and iCloudReady 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 iCloudReady automatically spin up project tasks?
Yes, when a deal is won or changes stages in iCloudReady, you can instantly create initial project tasks in ISO Manager.