Generate project tasks when deals are won
When a deal is won in Rex, automatically create a project task in monday.com 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.
Rex Explore Rex →
TriggersFires when a new lead or contact is created in Rex.
Fires when a deal moves to a new stage in Rex.
Fires when a deal is marked won in Rex.
Fires when a field on a contact changes in Rex.
Creates or updates a contact in Rex.
Creates a new deal in Rex.
Moves a deal to a new stage in Rex.
Logs a call, email, or note against a record in Rex.
monday.com Explore monday.com →
TriggersFires when a new task or card is created in monday.com.
Fires when a task in monday.com is marked complete.
Fires when a task's due date in monday.com is coming up.
Fires when a comment is added to a task in monday.com.
Creates a new task in monday.com.
Updates a task's status or assignee in monday.com.
Posts a comment on a task in monday.com.
Moves a task in monday.com to a different board or list.
More Rex + monday.com workflows
Update CRM deal stages when project tasks complete
When a milestone task is completed in monday.com, automatically update the deal stage in Rex 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 monday.com, automatically log the activity in Rex on the customer record.
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See all Rex + monday.com integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate project tasks when deals are won” between Rex and monday.com?
Yes — describe it in the box above and Knit's Integrations Agent researches Rex and monday.com'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 monday.com and Rex 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 Rex automatically spin up project tasks?
Yes, when a deal is won or changes stages in Rex, you can instantly create initial project tasks in monday.com.