Update CRM deal stages when project tasks complete

When a milestone task is completed in Kelloo, automatically update the deal stage in TeamWave to keep sales reps informed.

Try:

See all Kelloo + TeamWave integrations or talk to a human

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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.

Kelloo Explore Kelloo →

Triggers

New task created

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

Task completed

Fires when a task in Kelloo is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Kelloo.

Update task

Updates a task's status or assignee in Kelloo.

Add comment

Posts a comment on a task in Kelloo.

Move task

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

TeamWave Explore TeamWave →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in TeamWave.

Contact updated

Fires when a field on a contact changes in TeamWave.

Actions

Create or update contact

Creates or updates a contact in TeamWave.

Create deal

Creates a new deal in TeamWave.

Update deal stage

Moves a deal to a new stage in TeamWave.

Log activity

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

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

See all Kelloo + TeamWave 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 Kelloo and TeamWave?

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

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