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