Generate project tasks when deals are won

When a deal is won in Sophiie, automatically create a project task in Simpro 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.

Sophiie Explore Sophiie →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Sophiie.

Contact updated

Fires when a field on a contact changes in Sophiie.

Actions

Create or update contact

Creates or updates a contact in Sophiie.

Create deal

Creates a new deal in Sophiie.

Update deal stage

Moves a deal to a new stage in Sophiie.

Log activity

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

Simpro Explore Simpro →

Triggers

New task created

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

Task completed

Fires when a task in Simpro is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Simpro.

Update task

Updates a task's status or assignee in Simpro.

Add comment

Posts a comment on a task in Simpro.

Move task

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

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

See all Sophiie + Simpro integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Sophiie and Simpro?

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

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