Generate project tasks when deals are won

When a deal is won in Markate, automatically create a project task in Six Disciplines 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.

Six Disciplines Explore Six Disciplines →

Triggers

New task created

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

Task completed

Fires when a task in Six Disciplines is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Six Disciplines.

Update task

Updates a task's status or assignee in Six Disciplines.

Add comment

Posts a comment on a task in Six Disciplines.

Assign task

Assigns a task in Six Disciplines to a team member.

Markate Explore Markate →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Markate.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Markate.

Actions

Create or update contact

Creates or updates a contact in Markate.

Create deal

Creates a new deal in Markate.

Update record stage

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

Log activity

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

Update CRM deal stages when project tasks complete When a milestone task is completed in Six Disciplines, automatically update the deal stage in Markate to keep sales reps informed. See details

Log activity in CRM when task comments are added When a comment is added to a client task in Six Disciplines, automatically log the activity in Markate on the customer record. See details

See all Six Disciplines + Markate integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Six Disciplines and Markate?

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

Yes, when a deal is won or changes stages in Markate, you can instantly create initial project tasks in Six Disciplines.