Generate project tasks when deals are won

When a deal is won in SmartWe, automatically create a project task in Wrike 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.

SmartWe Explore SmartWe →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in SmartWe.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in SmartWe.

Actions

Create or update contact

Creates or updates a contact in SmartWe.

Create deal

Creates a new deal in SmartWe.

Update record stage

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

Log activity

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

Wrike Explore Wrike →

Triggers

New task created

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

Task completed

Fires when a task in Wrike is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Wrike.

Update task

Updates a task's status or assignee in Wrike.

Add comment

Posts a comment on a task in Wrike.

Assign task

Assigns a task in Wrike to a team member.

Update CRM deal stages when project tasks complete When a milestone task is completed in Wrike, automatically update the deal stage in SmartWe 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 Wrike, automatically log the activity in SmartWe on the customer record. See details

See all SmartWe + Wrike integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between SmartWe and Wrike?

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

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