Update CRM deal stages when project tasks complete

When a milestone task is completed in Maintenance Care, automatically update the deal stage in Salesforce 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.

Maintenance Care Explore Maintenance Care →

Triggers

New task created

Fires when a new task or card is created in Maintenance Care.

Task completed

Fires when a task in Maintenance Care is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Maintenance Care.

Actions

Create task

Creates a new task in Maintenance Care.

Update task

Updates a task's status or assignee in Maintenance Care.

Add comment

Posts a comment on a task in Maintenance Care.

Move task

Moves a task in Maintenance Care to a different board or list.

Salesforce Explore Salesforce →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

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

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

See all Maintenance Care + Salesforce 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 Maintenance Care and Salesforce?

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

Yes, when a deal is won or changes stages in Salesforce, you can instantly create initial project tasks in Maintenance Care.