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