Smartsheet Gavel

Log activity in CRM when task comments are added

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

Try:

See all Smartsheet + Gavel integrations or talk to a human

Trusted by teams already building on Knit·4.9 out of 5 stars4.9/5 on G2·GoogleGoogle for Startups Accelerator
prismforceHackerearthIsotopes AIInfojobsPayoneerOutsolveSkuadPayworksItiliteOnsurityRazorpayXMultiplierPeoplestrongScrutCeipal

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.

Smartsheet Explore Smartsheet →

Triggers
New task created

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

Task completed

Fires when a task in Smartsheet is marked complete.

Due date approaching

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

Status changed

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

Actions
Create task

Creates a new task, job or item in Smartsheet.

Update task

Updates a task's status or assignee in Smartsheet.

Add comment

Posts a comment on a task in Smartsheet.

Assign task

Assigns a task in Smartsheet to a team member.

Gavel Explore Gavel →

Triggers
Case added or updated

Fires when a case or matter is opened or updated in Gavel.

New lead

Fires when a new client lead is added in Gavel.

Invoice issued

Fires when a client invoice is issued in Gavel.

Actions
Create matter

Opens a new case or matter in Gavel.

Create contact

Adds a client, company or contact in Gavel.

Create time entry

Logs billable time against a matter in Gavel.

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

See all Smartsheet + Gavel integrations →  ·  Browse the full workflow library →

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
Visit our Security Center Review the DPA
FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Smartsheet and Gavel?

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

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

Put Integrations on Autopilot. Talk to Experts.

Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too!

Talk to a Human