Update CRM deal stages when project tasks complete

When a milestone task is completed in Kanban Zone, automatically update the deal stage in Smokeball 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.

Kanban Zone Explore Kanban Zone →

Triggers

New task created

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

Task completed

Fires when a task in Kanban Zone is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Kanban Zone.

Update task

Updates a task's status or assignee in Kanban Zone.

Add comment

Posts a comment on a task in Kanban Zone.

Assign task

Assigns a task in Kanban Zone to a team member.

Smokeball Explore Smokeball →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Smokeball.

New lead

Fires when a new client lead is added in Smokeball.

Invoice issued

Fires when a client invoice is issued in Smokeball.

Actions

Create matter

Opens a new case or matter in Smokeball.

Create contact

Adds a client, company or contact in Smokeball.

Create time entry

Logs billable time against a matter in Smokeball.

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

See all Kanban Zone + Smokeball 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 Kanban Zone and Smokeball?

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

Yes, when a deal is won or changes stages in Smokeball, you can instantly create initial project tasks in Kanban Zone.