Update CRM deal stages when project tasks complete

When a milestone task is completed in Smartsheet, automatically update the deal stage in Prospect 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.

Prospect Explore Prospect →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Prospect.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Prospect.

Actions

Create or update contact

Creates or updates a contact in Prospect.

Create deal

Creates a new deal in Prospect.

Update record stage

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

Log activity

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

Smartsheet Explore Smartsheet →

Triggers

New task created

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

Task completed

Fires when a task in Smartsheet is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Smartsheet.

Update task

Updates a task's status or assignee in Smartsheet.

Add comment

Posts a comment on a task in Smartsheet.

Assign task

Assigns a task in Smartsheet to a team member.

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

See all Prospect + Smartsheet 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 Prospect and Smartsheet?

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

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