Generate project tasks when deals are won
When a deal is won in Daylite, automatically create a project task in Success.co to kick off client onboarding.
See all Success.co + Daylite integrations or talk to a human
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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.
Success.co Explore Success.co →
TriggersFires when a new task or card is created in Success.co.
Fires when a task in Success.co is marked complete.
Fires when a task's due date in Success.co is coming up.
Fires when a comment is added to a task in Success.co.
Creates a new task in Success.co.
Updates a task's status or assignee in Success.co.
Posts a comment on a task in Success.co.
Moves a task in Success.co to a different board or list.
Daylite Explore Daylite →
TriggersFires when a new lead or contact is created in Daylite.
Fires when a deal moves to a new stage in Daylite.
Fires when a deal is marked won in Daylite.
Fires when a field on a contact changes in Daylite.
Creates or updates a contact in Daylite.
Creates a new deal in Daylite.
Moves a deal to a new stage in Daylite.
Logs a call, email, or note against a record in Daylite.
More Success.co + Daylite workflows
Update CRM deal stages when project tasks complete
When a milestone task is completed in Success.co, automatically update the deal stage in Daylite to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Success.co, automatically log the activity in Daylite on the customer record.
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See all Success.co + Daylite integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate project tasks when deals are won” between Success.co and Daylite?
Yes — describe it in the box above and Knit's Integrations Agent researches Success.co and Daylite'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 Success.co and Daylite 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 Daylite automatically spin up project tasks?
Yes, when a deal is won or changes stages in Daylite, you can instantly create initial project tasks in Success.co.