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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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 →

Triggers

New task created

Fires when a new task or card is created in Success.co.

Task completed

Fires when a task in Success.co is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Success.co.

Actions

Create task

Creates a new task in Success.co.

Update task

Updates a task's status or assignee in Success.co.

Add comment

Posts a comment on a task in Success.co.

Move task

Moves a task in Success.co to a different board or list.

Daylite Explore Daylite →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Daylite.

Contact updated

Fires when a field on a contact changes in Daylite.

Actions

Create or update contact

Creates or updates a contact in Daylite.

Create deal

Creates a new deal in Daylite.

Update deal stage

Moves a deal to a new stage in Daylite.

Log activity

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

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 details

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. See details

See all Success.co + Daylite 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 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.