Update CRM deal stages when project tasks complete

When a milestone task is completed in Filevine, automatically update the deal stage in SimplyConvert to keep sales reps informed.

Try:

See all SimplyConvert + Filevine integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

SimplyConvert Explore SimplyConvert →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in SimplyConvert.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in SimplyConvert.

Actions

Create or update contact

Creates or updates a contact in SimplyConvert.

Create deal

Creates a new deal in SimplyConvert.

Update record stage

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

Log activity

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

Filevine Explore Filevine →

Triggers

New task created

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

Task completed

Fires when a task in Filevine is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Filevine.

Update task

Updates a task's status or assignee in Filevine.

Add comment

Posts a comment on a task in Filevine.

Assign task

Assigns a task in Filevine to a team member.

Generate project tasks when deals are won When a deal is won in SimplyConvert, automatically create a project task in Filevine 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 Filevine, automatically log the activity in SimplyConvert on the customer record. See details

See all SimplyConvert + Filevine integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between SimplyConvert and Filevine?

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

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