Shaker Flowster

Log activity in CRM when task comments are added

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

Try:

See all Shaker + Flowster 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.

Shaker Explore Shaker →

Triggers
New contact or lead

Fires when a new contact or lead is added to Shaker.

Contact updated

Fires when a field on a contact changes in Shaker.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Shaker.

Deal won

Fires when a deal is marked won in Shaker.

Actions
Create or update contact

Creates or updates a contact in Shaker.

Create deal

Creates a new deal in Shaker.

Update record stage

Moves a deal or record to a new stage in Shaker.

Log activity

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

Flowster Explore Flowster →

Triggers
New task created

Fires when a new task, job or item is created in Flowster.

Task completed

Fires when a task in Flowster is marked complete.

Due date approaching

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

Status changed

Fires when a task, job or project changes status in Flowster.

Actions
Create task

Creates a new task, job or item in Flowster.

Update task

Updates a task's status or assignee in Flowster.

Add comment

Posts a comment on a task in Flowster.

Assign task

Assigns a task in Flowster to a team member.

Generate project tasks when deals are won When a deal is won in Shaker, automatically create a project task in Flowster to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Flowster, automatically update the deal stage in Shaker to keep sales reps informed. See details

See all Shaker + Flowster 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 Shaker and Flowster?

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

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

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