Log activity in CRM when task comments are added

When a comment is added to a client task in Workamajig, automatically log the activity in RevBoss on the customer record.

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See all RevBoss + Workamajig 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.

RevBoss Explore RevBoss →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in RevBoss.

Contact updated

Fires when a field on a contact changes in RevBoss.

Actions

Create or update contact

Creates or updates a contact in RevBoss.

Create deal

Creates a new deal in RevBoss.

Update deal stage

Moves a deal to a new stage in RevBoss.

Log activity

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

Workamajig Explore Workamajig →

Triggers

New task created

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

Task completed

Fires when a task in Workamajig is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Workamajig.

Update task

Updates a task's status or assignee in Workamajig.

Add comment

Posts a comment on a task in Workamajig.

Move task

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

Generate project tasks when deals are won When a deal is won in RevBoss, automatically create a project task in Workamajig to kick off client onboarding. See details

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

See all RevBoss + Workamajig integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between RevBoss and Workamajig?

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

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