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