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