Update CRM deal stages when project tasks complete

When a milestone task is completed in KiSSFLOW, automatically update the deal stage in PersistIQ 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.

KiSSFLOW Explore KiSSFLOW →

Triggers

New task created

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

Task completed

Fires when a task in KiSSFLOW is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in KiSSFLOW.

Update task

Updates a task's status or assignee in KiSSFLOW.

Add comment

Posts a comment on a task in KiSSFLOW.

Move task

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

PersistIQ Explore PersistIQ →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in PersistIQ.

Contact updated

Fires when a field on a contact changes in PersistIQ.

Actions

Create or update contact

Creates or updates a contact in PersistIQ.

Create deal

Creates a new deal in PersistIQ.

Update deal stage

Moves a deal to a new stage in PersistIQ.

Log activity

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

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

See all KiSSFLOW + PersistIQ 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 KiSSFLOW and PersistIQ?

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

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