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