Generate project tasks when deals are won

When a deal is won in Close, automatically create a project task in ProWorkflow Classic to kick off client onboarding.

Try:

See all ProWorkflow Classic + Close 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.

ProWorkflow Classic Explore ProWorkflow Classic →

Triggers

New task created

Fires when a new task or card is created in ProWorkflow Classic.

Task completed

Fires when a task in ProWorkflow Classic is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in ProWorkflow Classic.

Actions

Create task

Creates a new task in ProWorkflow Classic.

Update task

Updates a task's status or assignee in ProWorkflow Classic.

Add comment

Posts a comment on a task in ProWorkflow Classic.

Move task

Moves a task in ProWorkflow Classic to a different board or list.

Close Explore Close →

Triggers

New lead created

Fires when a new lead or contact is created in Close.

Deal stage changed

Fires when a deal moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

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

Update CRM deal stages when project tasks complete When a milestone task is completed in ProWorkflow Classic, automatically update the deal stage in Close to keep sales reps informed. See details

Log activity in CRM when task comments are added When a comment is added to a client task in ProWorkflow Classic, automatically log the activity in Close on the customer record. See details

See all ProWorkflow Classic + Close integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between ProWorkflow Classic and Close?

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

Yes, when a deal is won or changes stages in Close, you can instantly create initial project tasks in ProWorkflow Classic.