Update CRM deal stages when project tasks complete

When a milestone task is completed in Projectworks, automatically update the deal stage in Microsoft Dynamics 365 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.

Projectworks Explore Projectworks →

Triggers

New task created

Fires when a new task or card is created in Projectworks.

Task completed

Fires when a task in Projectworks is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Projectworks.

Actions

Create task

Creates a new task in Projectworks.

Update task

Updates a task's status or assignee in Projectworks.

Add comment

Posts a comment on a task in Projectworks.

Move task

Moves a task in Projectworks to a different board or list.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers

New lead created

Fires when a new lead or contact is created in Microsoft Dynamics 365.

Deal stage changed

Fires when a deal moves to a new stage in Microsoft Dynamics 365.

Deal won

Fires when a deal is marked won in Microsoft Dynamics 365.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics 365.

Actions

Create or update contact

Creates or updates a contact in Microsoft Dynamics 365.

Create deal

Creates a new deal in Microsoft Dynamics 365.

Update deal stage

Moves a deal to a new stage in Microsoft Dynamics 365.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics 365.

Generate project tasks when deals are won When a deal is won in Microsoft Dynamics 365, 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 Microsoft Dynamics 365 on the customer record. See details

See all Projectworks + Microsoft Dynamics 365 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 Projectworks and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches Projectworks and Microsoft Dynamics 365'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 Microsoft Dynamics 365 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 Microsoft Dynamics 365 automatically spin up project tasks?

Yes, when a deal is won or changes stages in Microsoft Dynamics 365, you can instantly create initial project tasks in Projectworks.