Log activity in CRM when task comments are added

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

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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.

Sleekplan Explore Sleekplan →

Triggers

New lead created

Fires when a new lead or contact is created in Sleekplan.

Deal stage changed

Fires when a deal moves to a new stage in Sleekplan.

Deal won

Fires when a deal is marked won in Sleekplan.

Contact updated

Fires when a field on a contact changes in Sleekplan.

Actions

Create or update contact

Creates or updates a contact in Sleekplan.

Create deal

Creates a new deal in Sleekplan.

Update deal stage

Moves a deal to a new stage in Sleekplan.

Log activity

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

OnePlan Explore OnePlan →

Triggers

New task created

Fires when a new task or card is created in OnePlan.

Task completed

Fires when a task in OnePlan is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in OnePlan.

Actions

Create task

Creates a new task in OnePlan.

Update task

Updates a task's status or assignee in OnePlan.

Add comment

Posts a comment on a task in OnePlan.

Move task

Moves a task in OnePlan to a different board or list.

Generate project tasks when deals are won When a deal is won in Sleekplan, automatically create a project task in OnePlan to kick off client onboarding. See details

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

See all Sleekplan + OnePlan 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 Sleekplan and OnePlan?

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

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