Update CRM deal stages when project tasks complete

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

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See all Outseta + Linear 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.

Outseta Explore Outseta →

Triggers

New contact or lead

Fires when a new contact or lead is added to Outseta.

Contact updated

Fires when a field on a contact changes in Outseta.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Outseta.

Deal won

Fires when a deal is marked won in Outseta.

Actions

Create or update contact

Creates or updates a contact in Outseta.

Create deal

Creates a new deal in Outseta.

Update record stage

Moves a deal or record to a new stage in Outseta.

Log activity

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

Linear Explore Linear →

Triggers

New task created

Fires when a new task, job or item is created in Linear.

Task completed

Fires when a task in Linear is marked complete.

Due date approaching

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

Status changed

Fires when a task, job or project changes status in Linear.

Actions

Create task

Creates a new task, job or item in Linear.

Update task

Updates a task's status or assignee in Linear.

Add comment

Posts a comment on a task in Linear.

Assign task

Assigns a task in Linear to a team member.

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

See all Outseta + Linear 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 Outseta and Linear?

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

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