Generate project tasks when deals are won
When a deal is won in LMN, automatically create a project task in Microsoft To Do to kick off client onboarding.
See all LMN + Microsoft To Do 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.
LMN Explore LMN →
TriggersFires when a new lead or contact is created in LMN.
Fires when a deal moves to a new stage in LMN.
Fires when a deal is marked won in LMN.
Fires when a field on a contact changes in LMN.
Creates or updates a contact in LMN.
Creates a new deal in LMN.
Moves a deal to a new stage in LMN.
Logs a call, email, or note against a record in LMN.
Microsoft To Do Explore Microsoft To Do →
TriggersFires when a new task or card is created in Microsoft To Do.
Fires when a task in Microsoft To Do is marked complete.
Fires when a task's due date in Microsoft To Do is coming up.
Fires when a comment is added to a task in Microsoft To Do.
Creates a new task in Microsoft To Do.
Updates a task's status or assignee in Microsoft To Do.
Posts a comment on a task in Microsoft To Do.
Moves a task in Microsoft To Do to a different board or list.
More LMN + Microsoft To Do workflows
Update CRM deal stages when project tasks complete
When a milestone task is completed in Microsoft To Do, automatically update the deal stage in LMN to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Microsoft To Do, automatically log the activity in LMN on the customer record.
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See all LMN + Microsoft To Do integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate project tasks when deals are won” between LMN and Microsoft To Do?
Yes — describe it in the box above and Knit's Integrations Agent researches LMN and Microsoft To Do'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 Microsoft To Do and LMN 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 LMN automatically spin up project tasks?
Yes, when a deal is won or changes stages in LMN, you can instantly create initial project tasks in Microsoft To Do.