Set up project folders automatically for new tasks

Whenever a task is created in Project Monitor, automatically create a dedicated asset folder in DocuSoft to organize related attachments.

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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.

Project Monitor Explore Project Monitor →

Triggers

New task created

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

Task completed

Fires when a task in Project Monitor is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Project Monitor.

Update task

Updates a task's status or assignee in Project Monitor.

Add comment

Posts a comment on a task in Project Monitor.

Assign task

Assigns a task in Project Monitor to a team member.

DocuSoft Explore DocuSoft →

Triggers

New file uploaded

Fires when a new file is uploaded to DocuSoft.

File shared

Fires when a file in DocuSoft is shared with someone new.

Folder updated

Fires when a folder's contents change in DocuSoft.

Actions

Upload file

Uploads a file to DocuSoft.

Create folder

Creates a new folder in DocuSoft.

Share file

Shares a file from DocuSoft with a link or user.

Create review tasks when new files are uploaded When a file is uploaded to a monitored folder in DocuSoft, automatically create a review task in Project Monitor so team members can audit the deliverable. See details

Share deliverable files once project tasks are completed When a project task is marked complete in Project Monitor, automatically generate a shared link for the deliverable files stored in DocuSoft. See details

See all Project Monitor + DocuSoft integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Set up project folders automatically for new tasks” between Project Monitor and DocuSoft?

Yes — describe it in the box above and Knit's Integrations Agent researches Project Monitor and DocuSoft'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.

What's the most common Files & Storage + Project Management automation?

Creating a matching folder in DocuSoft when a new project or task is created in Project Monitor, and filing new attachments there automatically.

Does this sync file changes back to the task, or just one direction?

The Agent can post a note back onto the Project Monitor task whenever a file in its linked DocuSoft folder is added or updated.